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How can I manage roles and permissions in my workspace?

Learn how to create custom roles with specific permissions and assign them to team members. This helps you control what different users can see and do within your workspace.

Updated over 2 weeks ago

ChangeTower allows you to define custom roles based on permissions and assign them to team members in a workspace. This gives you flexibility in managing access across monitors, notifications, and workspace settings.

Step 1: Open Workspace Settings

In the left navigation menu, click on Settings, select your workspace, and then open Workspace Settings.

Step 2: Go to Roles and Permissions

Within Workspace Settings, click on the Roles and Permissions tab. On this page, you will see the default Owner role.

Step 3: Create a custom role

Click to create a new role and enter the role name (for example, Workspace Editor) and a description.

Step 4: Select permissions

Choose which permissions apply to this role.

Step 5: Save the role

Click Save to create the custom role. The role will now appear in the roles list.

Step 6: Assign the role to team members

Assign the custom role to existing users from the Team Members table, or select it when inviting new team members to the workspace. The permissions will apply immediately.

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