Quick Guide: User Roles in a Workspace: Manager and Member
With the introduction of Workspaces, we have implemented new user roles that operate organization-wide. These roles are designed to give you centralized administrative control over your teams, users, and the overall configuration of your workspace.
It is important to understand that these new roles do not replace the existing roles within each team (Admin, Editor, Reader). Team roles still define what a user can do with documents, while Workspace roles define who can manage the general settings.
What are the new roles at the Workspace level?
main roles at the Workspace level. Each user within a Workspace must have one of these two roles assigned.
1. Manager (Workspace Administrator)
The Manager has full control over the Workspace. This role is intended for business leaders, area managers, or the personnel in charge of administering the Cincel account.
Key Manager permissions:
- Team Management: Can create, delete, and disable teams within the Workspace.
- User Management: Has the authority to invite new users to the Workspace, assign them roles, and remove them.
- Credit and Billing Administration: Has visibility and control over the subscription plan, billing, and the consumption of the shared credit pool.
- General Configuration: Can modify the general Workspace settings, such as notification customization.
Among Managers, there is a special role called Owner. The Owner is the primary account linked to the billing and ownership of the Workspace. There can only be one Owner.
2. Member
The Member role is the standard role for all other users who are part of a Workspace. This role grants them access to the workspace and the teams they belong to, but does not grant them administrative permissions over the Workspace.
Member role characteristics:
- No Administrative Permissions: A Member cannot manage teams, invite users to the Workspace, or access billing settings.
- Team Permissions are Maintained: A Member's ability to create, edit, or view documents is still determined by the role assigned within each team (Admin, Editor, or Reader).
Summary of Permissions
|
Action |
Manager |
Member |
|
Manage Workspace teams and users |
✅ |
❌ |
|
Access billing and plan |
✅ |
❌ |
|
Change Workspace configuration |
✅ |
❌ |
|
Access teams where they are members |
✅ |
✅ |
|
Create/sign documents (depending on team role) |
✅ |
✅ |