Roles and permissions
See what each role can do and rename roles to fit your team.
Owners and admins1 min read
Zoom in on each part
At a glance table Roles section, one card per role
A person’s role decides what they can do. Their permission level can only reduce it (Standard or View only), and their view limits which sections they see.
- Open Settings, then Roles & permissions
- Read the At a glance table
A tick means allowed and a dash means not allowed.
- Scroll to Roles to rename a role or change its description
The Owner role is fixed.
- Adjust what a role can do
Some permissions are locked to protect your workspace, for example only Owners and Admins can manage people and settings.
- Choose Reset on a role to go back to the standard version, or Reset every role to its default at the bottom to undo all changes, then Save changes
For the full list, see Roles and permissions reference.
Related articles
- Roles and permissions referenceA table of what each role can do, and what permission level and view change.
- Add a person to your workspaceInvite someone by email and choose their role, permission level and view.
- Edit, remove or reset someone, or hand over ownershipChange roles, cancel an invitation, reset two-step sign-in or make someone the owner.
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