Roles and permissions explained
What admins and members can do in a workspace, and what each permission allows.
Each person on your team has a role in each workspace they can use. You set roles when you invite someone, and you can change them later.
The two roles
- Admin has full access to everything in that workspace.
- Member gets only the permissions you tick.
Member permissions
- View: open and view files.
- Create / upload: add files and folders.
- Edit: change files, including editing Word, Excel and PowerPoint files in the browser.
- Delete: delete files and folders.
- Share: create share links and share with people.
- Comment & chat: take part in conversations on files.
- Signatures: send documents for signature.
Menus show or hide by each person's permissions. For example, a member without the Signatures permission won't see the option to send a document for signature.
Roles are set per workspace
Someone can be an admin in one client's workspace and a member, or have no access, in another.
Common questions
Who can mark a file approved?
Today, workspace admins can mark a file approved or request changes.
Do clients have roles?
Clients don't need an account or a seat. They work through links: share links, file requests, Secure Drop and signing links.