Workspace role | Seat | View & comment | Publish & load | Create projects | Manage workspace |
---|---|---|---|---|---|
Admin | Editor | ||||
Member | Editor | ||||
Member | Viewer | ||||
Guest | Editor | ||||
Guest | Viewer |
Guests can only view, comment, publish and load in the specific projects they are invited to.
Project Roles
Project roles determine what actions a user can perform within a specific project.Admins
and Project owners
can manage the roles from the Collaborators tab on the project page.
- Project owner
- Can edit
- Can view
- Has full ownership of the project, including inviting new project members, managing project roles, and all project settings.
- The project creator is automatically the first
Project owner
. - Workspace admins have the
Project owner
role on all projects in a workspace, even private projects. - An
Editor seat
is required to have theProject owner
role.
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 Workspace Settings -> People.
- Admin
- Member
- Guest
- Full ownership of the workspace, including management of members, projects, and settings.
- Is automatically
Project owner
of 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.
Seats
The seat determines which project roles a user can be assigned.Admins
can manage seats from Workspace Settings -> People.
- Editor seat
- Viewer seat
- Gives
Members
andGuests
permission to fully contribute to projects with theCan edit
project role. - Gives
Members
permission to create new projects in the workspace and becomeProject owner
. - Is a paid seat on the Starter and Business plans.
- Is a required seat for
Admins
.
FAQs
Project rolesCan non-workspace members have a project role?
Can non-workspace members have a project role?
You can add anyone to a project role if it is allowable by the workspace security settings.
If a user is added to a project as member who can edit they will be added as an editor
to the workspace. If they are not a member of the workspace they will be 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.
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 are guest roles?
What are guest roles?
Guest roles are a type of workspace role that allows users to view and comment on models in a workspace.
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?
You can remove someone from your workspace by clicking the Remove button in the top right corner of the workspace page.
Can I swap seats between people?
Can I swap seats between people?
Yes, within a billing cycle if a seat is removed from a workspace member or guest
then it can be allocated to another.
Allocating a seat to a new member or guest without first unallocating will
add a prorated cost for an additional seat for that billing cycle.
What happens if I remove an editor seat from a user who is a project collaborator?
What happens if I remove an editor seat from a user who is a project collaborator?
They will remain a project team member but their role will be downgraded to can view.
What happens if I remove an editor seat from a user who is a workspace member?
What happens if I remove an editor seat from a user who is a workspace member?
They will remain a workspace member but their role will be downgraded to can view. Their role
on any projects they are a member of will also be downgraded to can view.