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User roles and permissions

  • Guest-type user roles

    Quickly compare pricing and permissions for guests. Learn how to invite or convert people to these user roles. This article covers gues...

  • Manage invite permissions

    Control who can invite people to your Workspace. What you'll need Invite permissions are available on all plans.  The ability to edit i...

  • Manage individual permissions for view only users

    Limited members view only and guests have four individual permissions. On paid plans, admins and owners can edit individual permissions...

  • Allow requests for full edit permissions

    Limited members and limited members view only can request full edit permissions for locations that have been shared with them. Members ...

  • Owner, admin, and member-type user roles

    Quickly compare pricing and permissions for member-type user roles. Learn how to invite and convert people to these user roles.  To lea...

  • Allow requests to upgrade to a member

    Limited members and limited members view only can request an upgrade to a member. This will give them full access to all public items. ...

  • Permissions FAQ

    Frequently asked questions about permissions. Is there a permission level that lets users delete a task but doesn't let them delete a ...

  • Intro to user roles

    Not sure how to assign your team roles?  For an IT leader, Workspace ownership is right. For someone building workflows and making sign...

  • Convert user roles

    Make sure your team is assigned the right user roles for maximum productivity.    User role availability and limits vary by plan. Learn...

  • Intro to permissions

    There are several levels of Workspace and user role permissions. Learn about default permissions and the permissions you can configure ...

  • Permissions in detail

    Keep your Workspace secure. Understand how permissions differ by user role, location, item, and plan. Learn how to control individual p...

  • Configure advanced Workspace security permissions

    Owners and admins, you can activate or deactivate these enhanced security features. These features are located in the Advanced Permissi...

  • Manage Custom Role permissions

    Create new custom roles to suit your team's needs. Or activate additional role permissions for all members and admins in your Workspace...

  • Default security settings

    Learn about the default Workspace security settings. What you'll need Security settings vary depending on your plan and user role. Onl...