Roles

Roles control what members of your workspace can do. Open them from the sidebar under Users › Roles. On this page you can review every role, create new custom roles, edit them, and delete the ones you no longer need.

Every workspace ships with three built‑in system roles — Owner, Admin, and Member. These cannot be edited or deleted. Any additional roles you create are custom roles with permissions you define.

Main elements

1. All roles A tab above the table. It styles the list like a saved view, but for now there is a single default view without extra logic.
2. Button Add Opens the editor to create a new custom role. Availability depends on your plan and on the Manage Roles permission.
3. Role name Click a row to open the role and view or edit its permissions.
4. Context menu button The handle at the end of each row. It opens the actions for that role — Edit and Delete.

Adding a new role

1. Press the Add button. The role editor opens with an empty name and default permissions. Permissions are grouped into four tabs — Team Space, Tools, Collections, and Pages — and the Access rules panel on the right explains each option.

   

2. Enter a role name and configure its access. Team Space permissions are simple OFF / ON toggles, while Tools, Collections, and Pages use the presets Full Access, Read Only, and Disallow (with a gear icon for fine‑grained create / read / update / delete control). The Save button stays disabled until a name is entered, then turns blue.

   

3. Press Save. The new role now appears in the list.

   

Editing and deleting a role

Open the context menu from the handle at the end of a row to Edit or Delete a custom role.

System roles

Owner, Admin, and Member are created automatically and open in a read‑only view — the header shows System roles cannot be edited and there is no Save button:

1. Owner — full access to everything, including billing and workspace management.
2. Admin — broad management access to the team, roles, and content.
3. Member — a limited default set of permissions for regular contributors.

To grant a different mix of permissions, create a custom role instead.