Section 1
1 min read
Roles
Access works in two layers.
Account roles apply to your own team:
| Role | Access |
|---|---|
| Tenant Owner | Everything, in every space, plus the Audit Log, Settings and branding |
| Member | The admin area, but only the spaces they belong to. To create or change content in a space they also need to be a Space Admin there |
Space roles apply per space, to anyone:
| Role | Who | Access |
|---|---|---|
| Space Admin | Your team | Manages the space: folders, files, requests, approvals, forms, signatures, members and branding |
| Internal Team Member | Your team | Sees the space, comments and acts on items assigned to them; cannot add content |
| External Customer | Clients | Uses the portal: files, requests, approvals, forms, signing, comments, and the Upload a file drop-box |
| Guest | Clients | The same as External Customer without the drop-box. Guest access can be given an expiry date |
Two more things grant access. An Organization is a client company; when it is linked to a space, its people can be given access automatically. An email domain such as @acme.com registered against an organization lets anyone with a verified address on that domain in with a default role.