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Roles and Permissions

Setting up the roles in your workspace offers flexibility for you and the members you add to work seamlessly together. You can give them as much or as little admin access as needed.

  1. Select the workspace name in the top left corner. Ensure you are in the correct Workspace using the icon in the top left.

  2. Click the gear in the bottom left and choose “Admin settings”.
    Note: You will only see this menu option if you are in the admin or owner role on the workspace.

  3. Click the “Roles” tab toward the top of the screen.
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  4. Choose the role you’d like to edit. There will be three roles listed: Member, Admin, and Owner. Click on the role that you would like to edit or view the permissions.
    Note: “Owner” is the only role where the permission cannot be edited.

    1. The owner role has the highest level of permissions and control within a workspace. The permissions for the owner role cannot be edited.
    2. Admins have similar permissions to owners but with some flexibility. Admins can manage various settings within the workspace, including member management, billing, and listing visibility, depending on the permissions set by the owner.
    3. Members can perform tasks assigned to them but do not have access to admin settings unless explicitly granted by the owner or admin via the “Can access admin view” toggle.
    4.  Change permissions as needed.
    Note: For admin and owner roles, you can choose if you want to grant visibility to all listings in the workspace, or just the listings that belong to the member using the “Listing visibility” section after clicking into a role. 
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