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Roles & permissions: How to manage for your organization
Roles & permissions: How to manage for your organization

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

Updated over a week ago

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. Members can also create folders and tags.

Read Only: People in your organization that you want to see your assets. In this role, you have no editing rights. You can still download Conversion Flows.

When you are in your Organizational Admin management section, 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.

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