Lesson 19 of 27
Roles and permissions
This video shows how to decide what each role can see and do on a project, then check the result by viewing the project as that role.
What you'll do
- On the project dashboard, select Roles and Permissions.
- Open a group, such as File Manager, and switch a permission for one role - for example, off for Viewer.
- Select Save and view as role to see the project exactly as a viewer sees it.
- Check what changed, then select Exit role preview.
Why it matters
Give everyone full access and mistakes happen; lock everything down and your inbox fills with requests. Clear roles, checked from the other side, keep project information controlled without slowing people down.
Common questions
Can I change what a Manager can do?
No. Manager permissions are fixed.
Can I add my own roles?
On the Company plan you can add as many custom roles as your projects need.
Discussion
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