Skip to main content

Standard Roles

  • Updated

New workspaces begin with the following four Standard Roles: Owner, Administrator, Editor, and Full Member. Additional workspace roles can be configured via the custom role builder.

 

Owner

A workspace must have one owner. This person is either the one who created the workspace, or the previous owner transferred ownership of the workspace to them at some point. The owner of the workspace is responsible for maintaining a  billing plan that supports the workspace's usage.

An owner can do ANYTHING in the workspace, including:

  • Workspace settings: manipulate the general settings, forms, plugins, and permissions
  • Membership Management: invite new members to join the workspace, change existing member roles, and create new roles for workspace members.
  • Data access: access to create, view, edit, or delete any record in the workspace, along with related tasks, events, and files. 
  • Delete workspace: delete the workspace from the Owner's Home page.

This is a system-level role, which means that you cannot edit or delete this role from any workspace. Only one workspace member can be the Owner at any given time.

 

Administrator

An Administrator can do everything that an Owner can do EXCEPT for the following:

  • Cannot delete workspaces
  • Cannot invite workspace members as Owners
  • Cannot delete workspace members that are Owners

This is a system-level role, which means that you cannot edit or delete this role from any workspace. Multiple members of a workspace can hold the Administrator role

 

Editor

The Editor role is intended for a workspace member who should have access to manipulate all of the data, but who should not have permission to workspace level settings or to membership management. An Editor by default has the following settings:

  • Access All Forms: Access to all of the forms within the workspace. 
  • Add Records: Add records in each form. 
  • View Records: Viewing access to each record within the workspace. 
  • Edit Records: Edit all records within the workspace. 
  • Delete Records: Delete any records within the workspace. 

**This Role cannot access Workspace Settings & Tools**

Note: Even though each workspace has an Editor role by default, this role can be edited or deleted. In addition, Editors can have their permissions edited on a form-specific level - in other words, role permissions can be set to access only specific forms or view, add, or delete specific records on a form.
 
Only Administrators and Owners are able to make these changes. See the article Custom Roles (Setting Custom Filter Permissions) or Permissions for more information on editing or deleting the role permissions.
 

Full Member

The Full Member role is intended for a workspace member who should have access to view the data within a workspace and manipulate data that they created, but who should not have permission to workspace level settings or to membership management. A Full Member by default has the following settings:

  • Access All Forms: Access to all of the forms within the workspace. 
  • Add Records: Add records in each form. 
  • View Records: Viewing access to each record within the workspace. 
  • Edit Records: Edit records created by that member. All others will be read-only.
  • Delete Records: Delete records created by that member. All others will be read-only.

**This Role cannot access Workspace Settings & Tools**

Note: Even though each workspace has an Full Member role by default, this role can be edited or deleted. In addition, Editors can have their permissions edited on a form-specific level - in other words, role permissions can be set to access only specific forms or view, add, or delete specific records on a form.
 
Only Administrators and Owners are able to make these changes. See the article Custom Roles (Setting Custom Filter Permissions) or Permissions for more information on editing or deleting the role permissions.
 

Comparison of Standard Role Permissions

Role Workspace Settings Manage Membership Add & View Records Edit & Delete Records
Owner All All All All

Administrator

 Cannot delete workspaces Cannot invite or delete owners All All
Editor None None All All
Full Member None None All Only those created by the workspace member

 

 

What did you think of this article? If you found this article helpful, let us know below! If you have suggestions for how to improve this article, please leave a comment. Your feedback helps us improve the experience for everyone.

Related articles