Roles and Permissions
Welcome to our Help Center, your go-to resource for understanding and mastering your role within the organization's platform. Whether you're an Org Admin with overarching control or a Collaborator focused on content contribution, these guides are designed to empower you with the knowledge and skills you need for effective navigation and seamless collaboration.
Org Admin/Super Admin:
For a Complete Comprehensive Guide for Owners/Admin
- Overall ownership of the organization.
- Adding users to the organization.
- Creating tags.
- Visibility and control over the entire organization.
- Customization of organization settings.
- Access to project reports.
Admin:
- Similar permissions as the super admin, excluding billing and member management.
Managers:
- Creation and management of projects.
- Adding collaborators to projects.
- Customization of projects.
- Integration management.
- Access to project reports.
Collaborators/Members:
For a Complete Comprehensive Guide for Collaborators
- Content contribution.
- Task assignment and management.
- Review feedback.
- Task organization.
Clients (Enterprise Only):
- External stakeholders responsible for content review and approval.
- Communication with the project team.
- Feedback conversion into tasks.
Guest Reviewers:
For a Complete Comprehensive Guide for Guest Reviewers/Clients and Stakeholders
- External stakeholders for content review.
- Limited access based on shared links.
- Feedback provision.
- Feedback conversion into tasks (by clients or internal team).
Additional Information:
- Understanding Permissions: Gain a deeper understanding of user permissions by visiting our permissions guide.
- Removing Users: Need to remove someone from your organization? Find step-by-step instructions in our article on removing users.
- Effective Stakeholder Management: Learn how to manage your stakeholders effectively by referring to our dedicated stakeholder management guide.