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To Edit a Workspace Member’s Role

  1. Select the Workspace

    Image Added
  2. Select Members

    Image Added
  3. Select the Edit icon for the member whose role you want to change

    Image Added
  4. Select the appropriate role or roles

    Image Added
  5. Select Save

Basic Summary of Roles 

  • “Member”: No workspace-level permission 

  • “Viewer”: Can view workspace teams and members 

  • “Creator”: Can manage the workspace Library 

  • “Administrator”: Can manage the workspace, create and manage teams, and manage members 

  • “Owner”: Has same permissions as “Administrator” plus can give other members the workspace “Owner” role and delete the workspace The default workspace role.  Members can be invited to join teams in this workspace, and depending on their team roles, can view some teams, members, and data within the workspace. 

  • “Viewer”: View all teams, members, and data within the workspace.

  • “Creator”: Create and manage workspace templates and questions.

  • “Administrator”: Do all things in a workspace, including managing members, settings, permissions, and templates.

  • “Owner”: Do all things that an administrator can do and delete the entire workspace.

 

Detailed chart of the functions each role can perform  

 

...

 

...

Member 

...

Viewer 

...

Creator 

...

Administrator 

...

Owner

Administrator

Creator

Viewer

Member

Create workspace invites

Yes

Yes

No

No

No

Create workspace teams

Yes

Yes

No

No

No

Delete owned workspace(s)

Yes

No

No

No

No

Freeze members from the

workspace 

No 

No 

No 

 

Yes 

 

Yes 

Manage workspace details 

No 

No 

No 

 

Yes 

 

Yes 

 

Create workspace invites 

No 

No 

 

No 

 

Yes 

 

Yes 

 

Manage workspace invites 

No 

 

No 

 

No 

 

Yes 

 

Yes 

 

Manage workspace library 

No 

No  

 

Yes 

 

Yes 

 

Yes 

 

Manage workspace member access 

No 

 

No 

 

No 

 

Yes 

 

Yes 

 

Manage workspace members 

No 

 

No 

 

No 

 

Yes 

 

Yes 

 

View workspace members 

No 

 

Yes 

 

No 

 

Yes 

 

Yes 

 

Manage workspace owner access 

No 

 

No 

 

No 

 

No 

 

Yes 

 

Create workspace teams 

No 

 

No 

 

No 

 

Yes 

 

Yes 

 

Manage workspace teams 

No 

 

No 

 

No 

 

Yes 

 

Yes 

 

View workspace teams 

No 

 

Yes 

 

No 

 

Yes 

 

Yes 

 

Delete workspace 

No 

 

No 

 

No 

 

No 

 

Yes 

 

workspace

Yes

Yes

No

No

No

Manage workspace details

Yes

Yes

No

No

No

Manage workspace invites

Yes

Yes

No

No

No

Manage workspace library

Yes

Yes

Yes

No

No

Manage workspace member access

Yes

Yes

No

No

No

Manage workspace members

Yes

Yes

No

No

No

Manage workspace owner access

Yes

No

No

No

No

Manage workspace teams

Yes

Yes

No

No

No

Merge workspace members

Yes

Yes

No

No

No

Read workspace members

Yes

Yes

No

Yes

No

Read workspace teams

Yes

Yes

No

Yes

No

Workspace API access

Yes

Yes

No

No

No

Create child teams

Yes

Yes

No

No

No

Create team activities

No

No

No

No

No

Create detached team members

Yes

Yes

No

No

No

Create team invites

Yes

Yes

No

No

No

Freeze members from the workspace

Yes

Yes

No

No

No

Manage child teams

Yes

Yes

No

No

No

Manage team activities

No

No

No

No

No

Manage team details

Yes

Yes

No

No

No

Manage team invites

Yes

Yes

No

No

No

Manage team member access

Yes

Yes

No

No

No

Manage team member primary team

Yes

Yes

No

No

No

Manage team members

Yes

Yes

No

No

No

Read team activities

Yes

Yes

No

Yes

No

Read team details

Yes

Yes

No

Yes

No

Read team members

Yes

Yes

No

Yes

No

Read team subteams

Yes

Yes

No

Yes

No

Team activities transfers

No

Yes

No

No

No

 

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