How do I administer what users can see and do?
When adding new users you can assign them different roles and permissions.
Inviting Users to your Workspace or Project
You can invite users to the Workspace as an Admin or to a specific Project as a Project Admin, Member, Reviewer, or Viewer.
Inviting a user to the Workspace (as a Workspace-level Admin)
Navigate to the Workspace Settings view by hovering over the Workspace icon in the upper left corner and then clicking the gear icon to the right of the Workspace Name (it will have an Owner badge under it if you own the workspace).
then click the admins icon to invite new users as Workspace-level Admins and Managers. You may also have the option to add a Billing Admin (available for Team and Enterprise plans only)
Inviting a user to a Project (as Project-level Admin, Member, Reviewer, Viewer)
Navigate to the Project that you'd like to invite the user to. Click the "Users" tab in the left-side menu and then click "Add Users".
Here are the roles in more detail…
Note that on Education Accounts some of these these roles have different names.
These Academic names are marked with an asterisk (*)
Workspace-level Roles
Workspace users are global users that usually perform administrative functions. They can be designated in the Workspace Settings, under the Admins button.
Workspace Owner
A Workspace Owner has all administrative privileges in addition to billing permissions
The person who sets up the workspace automatically becomes the workspace owner. In addition to having the permissions of an admin (see below) the owner is responsible for billing and is the only one besides a designated billing admin who has visibility into the payment options and invoicing.
typically: a member of your IT or Accounting/Procurement team
Workspace Admin
A Workspace Administrator can manage users, projects and reviews
The admin is able to fully administer projects, reviews, media, members and their roles within the Workspace or Project.
typically: Directors, Supervisors, Producers or Instructors/Faculty
Billing Admin
Only available for Team, Enterprise, and Education Plus plans.
A Billing Administrator can update subscription details and payment methods, view usage and download reports. Billing admins cannot see any media, Reviews or Projects, and do not receive notification emails about Project activity. They do not count against the number of seats you have used.
typically: Accounting/Procurement team personnel, Administrative Assistants
Manager(*Class Instructor)
a workspace manager can create projects under a given workspace. In these projects, he/she will have the same permissions as a 'Project Admin'
typically: Producers, Coordinators, PMs, Instructors
Project-level Roles
These user types have permissions specific to each Project, depending on their role. They can be viewed and set from the Project Overview, under the Users button.
Project Admin (*Instructor)
can administer everything within a specific projects they have been added to. She/He can manage members/reviews/projects specific settings and integrations.
typically: Producers, Coordinators, PMs, Instructors
Member (*Student)
create, review, and upload content
These (Team) Members can see all content within the project, and will be able to see all new reviews that are created, create new reviews and upload items. They aren't able to administer other members. They cannot generate an API key or access the API.
typically: Team members or students
create, review, and upload content
Restricted Members are like full members but can seeonly those reviews which they have created, create new reviews and upload items. They aren't able to administer other members. This role is only available when School UI is enabled (In the workspace settings for Free accounts) or when on an Education/Education+ plan. They cannot generate an API key or access the API.
typically: Team members or students who should only see their own content
Reviewer
Users who view, approve, add comments and drawings to items in the project. They cannot generate an API key or access the API.
typically: Trusted Clients
Viewer
Users who can only view content in the project. This is a 'read only' type access without the ability to leave notes (drawings or comments) or download.They cannot generate an API key or access the API.
typically: Visitors who need read-only permissions
Need a reminder?
In case you need a reminder while adding users, you will be able to click the little question mark in the upper right of the Workspace Permissions dialog.
This will present a small table showing the permissions each group has: