Documentation Index
Fetch the complete documentation index at: https://docs.speckle.systems/llms.txt
Use this file to discover all available pages before exploring further.
What are roles and permissions?
Roles and permissions define what people can do in a workspace and in each project. This page explains both levels and how they work together. This guide explains Speckle’s project roles and workspace roles. The table below gives you a high-level overview of how these combine to determine what users can do.Quick role map
- Workspace role controls broad workspace access.
- Project role controls actions inside a project.
- Workspace admins manage workspace roles in Team.
- Project owners manage project roles in Collaborators.
In the current web interface, project roles are shown as Owner,
Contributor, and Reviewer. Older docs and APIs may still reference
legacy names (
Project owner, Can edit, Can view) and seat types.| Workspace role | View & comment | Publish & load | Create projects | Manage workspace |
|---|---|---|---|---|
| Admin | ||||
| Member | ||||
| Guest |
Guests can only view, comment, publish and load in the specific projects they
are invited to.
Workspace roles
Workspace roles determine a user’s default project access and workspace-level permissions, like inviting users and managing security settings.Admins can manage workspace roles from Team.
In Team, role management is available through the Members and Guests
tabs.
- Admin
- Member
- Guest
- Full ownership of the workspace, including management of members,
projects, and settings. - Is automatically
Ownerof all existing and new projects in the workspace. - Cannot be removed or have their role changed within a project. - Can create, manage, and oversee all Speckle Automate functions within the workspace.
Project roles
Project roles determine what actions a user can perform within a specific project.Admins and Owners can manage roles from the Collaborators tab on
the project page.
- Owner
- Contributor
- Reviewer
- Full ownership of the project, including inviting project collaborators,
managing project roles, and all project settings. - The project creator is
automatically the first
Owner. - Workspace admins areOwneron all projects in a workspace, including private projects.
Access defaults
Project access defaults control permissions, not billing. Plans are based on the total number of users in a workspace. If your workspace still shows legacyseat wording in some settings or APIs,
use this mapping:
- Editor seat (legacy)
- Viewer seat (legacy)
- Equivalent to
Contributorproject permissions for Members and Guests.
If a user cannot do an action
Use this checklist:- Cannot publish or load -> check if project role is Contributor or Owner.
- Cannot invite users to workspace -> check if workspace role is Admin.
- Cannot open a private project -> check project collaborator access in Collaborators.
- User has access to workspace but not project -> add the user in that project’s Collaborators tab.
FAQ
Project roles
Can non-workspace members have a project role?
Can non-workspace members have a project role?
You can add anyone to a project role if this is allowed by workspace
security settings. If a user is added to a project with the
Contributor role, they are granted contributor-level project permissions.
If they are not already a workspace member, they are added as a Guest.
Can I assign roles to teams?
Can I assign roles to teams?
No, roles are set on a member by member basis.
Workspace roles
What is a workspace role?
What is a workspace role?
A workspace role is a role that determines what actions a user can perform within a workspace.
What's the difference between Members and Guests?
What's the difference between Members and Guests?
Members are workspace users who are part of your core team. They can access all workspace projects by default (unless a project is set to Private), can create new projects, and are subject to workspace security policies like domain protection and SSO.Guests are external collaborators who only need access to specific projects. They can only access projects they’re explicitly invited to, cannot create new projects, and can join the workspace without adhering to domain policies or SSO requirements. This makes Guests ideal for subcontractors, consultants, or clients who need limited access.Both Members and Guests count toward your workspace’s user limit. The distinction is about access scope and security policies, not billing.
How do I invite someone to my workspace?
How do I invite someone to my workspace?
You can invite someone to your workspace by clicking the Invite button in the top right corner of the workspace page.You can also set your workspace to allow self-signup by making your workspace domain discoverable.
Users with an email domain matching what you have verified to the workspace will be notified your
workspace exists and can request to join. You can also set it up to automatically add them to the workspace without admin approval.Learn more about inviting users to a workspace.
Only admins can invite users to a workspace.
How do I remove someone from my workspace?
How do I remove someone from my workspace?
Admins can remove users from the workspace from Workspace Settings -> People. Removing a user from the workspace also removes their access to all projects in that workspace, whether they were a Member or Guest.
Do Guests count toward my user limit?
Do Guests count toward my user limit?
Yes, both Members and Guests count toward your workspace’s user limit. The limit applies to the total number of users who have access to your workspace, regardless of whether they’re internal team members (Members) or external collaborators (Guests). If you need more users than your plan allows, contact us to discuss upgrading to Enterprise, which supports unlimited users.
When should I use Guest instead of Member?
When should I use Guest instead of Member?
Use the Guest role when you need to give someone access to only specific projects, such as:
- External consultants or subcontractors who only work on certain projects
- Clients who need to review specific work
- Partners who collaborate on select projects
How can I open or access my Speckle account from a previous company I left?
How can I open or access my Speckle account from a previous company I left?
You can only log in if you still have access to an email address that is on that account (e.g. a work or educational address). If you have both a personal and a work email on the account, you may still get in with the one you still use. Access to data in a workspace is always in accordance with the permissions set by the workspace organisation (e.g. whether they have kept you as a member). If you no longer have any of those emails, you cannot log in or recover that account; create a new account with a current, supported email. Workspaces belong to the organisation; if you need access to data and no longer have it, contact your prior employer.