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How to manage permissions for your organization
How to manage permissions for your organization

Who gets the keys to the castle? Edit the roles and responsibilities for your existing team, and new invites.

Updated over a week ago

When you are in your Organizational Admin dashboard, you can see a holistic view of your different Workspaces, Teams, and Users. To manage the permissions from your team, you will need to toggle to the Users tab.

Once on this page, you will see all of the contacts in your organization, their role, the Workspaces they are associated with, and the last time they logged in.

Follow these steps to manage the permissions of your team:

Step 1:

Under the Role column, you'll see a dropdown menu that ties to the permissions of a user. Click the text.

Step 2:

Select the Role you want to change the permissions to. Once you select the Role, it will automatically save.

Tip πŸ“š How to understand the difference between each role:

Organization Admin: People who have the ability to oversee the entire account. Admins are super users and can manage users, workspaces, settings, and permissions.

Organization Member: People in your organization that you collaborate with day-to-day. Members can create, join, or be invited to Workspaces within an organization.

Read Only: People in your organization that you want to see your assets. In this role, you have no editing rights.

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