Role Management

Assignment and modification of user roles

Access to Role management in Business plans is only allowed to users with administrative roles such as Primary Owner, Owner and Admin. For more details visit the Users and Roles section.

Role Assignment or Modification

1. To access role management, from the main menu select Member Management.

2. Click the gear-shaped button corresponding to the user you want to assign a different role to.

3. In the options window, select the desired role in the Permission Level menu.

4. The change will be automatically saved.

User Deactivation and Removal

It is possible to deactivate Workspace access for a user both temporarily and permanently.

To deactivate access temporarily

1. To access role management, from the main menu select Member Management.

2. Click the gear-shaped button corresponding to the user you want to deactivate.

3. In the options window, deactivate the Active switch.

4. The change will be automatically saved.

A deactivated user will continue to be considered part of the Workspace. Therefore, the count of active licenses will not change and the number of available accesses will remain unchanged.

To deactivate access permanently

1. To access role management, from the main menu select Member Management.

2. Click the gear-shaped button corresponding to the user you want to remove.

3. A dialog window will be displayed that will require confirmation of the operation.

4. After confirmation, the selected user will no longer have access to the Workspace.

This operation involves a change in the count of available accesses at the Workspace level. The permanent removal of a user in fact involves a decrease in the number of accesses used.