Creating and Managing Roles in Workspaces

Roles, available to enterprise users, allow you to assign team members to positions on a canvas. They are created and managed by workspace admins.

How

As a workspace admin, you can create a role by clicking on the workspace options icon and then selecting Manage Roles:

Then click New Role:

Now enter a Role Title and add an optional Description:

Role Title - This is how the role will be displayed on a canvas

Description - This allows you to provide further information or guidance to team members. Descriptions will appear as tooltips on the canvas.

Now click Create:

The role is now created and available to all team members within your workspace.

Managing Role Assignees Permissions

Once created, you may wish to assign existing team members to this role and allow or block the possibility of additional team members being assigned to that role when it is used on the canvas:

Editing Roles

Workspace admins can then edit the title and description of existing roles by returning to the Manage Roles page and clicking the role configuration icon:

Changes made to roles will then be reflected across all canvases on which they have been added.

Related Articles

Still looking for help? If so, try these articles:

Adding and Assigning a Role to your Canvas

Understanding Workspaces

Inviting a Team Member to your Workspace