Configurable permissions are designed to enhance your control over design reviews in CoLab. This feature allows account administrators to assign specific permissions to different roles within your organization. There are three levels of custom roles: Company, Workspace, and Portal Guest.
Here’s how the high-level permissions break down:
1.1 Company Permissions
Manage Company (Admin): Manage company settings.
Workspace creation: Create new workspaces within the company.
Workspace Folders: View, create, delete, and edit workspace folders within the company
1.2 Workspace Permissions
General
Add User: Invite team members to the workspace
Enable New Feature Permissions: All new feature permissions will use the configuration for the full access role
Manage Workspace - Admin: Administer the workspace and modify the workspace settings, including edit or delete the workspace, manage users and admins, and join any portal within the workspace
Files
Add files or file revisions to the workspace
Rename and move files in the workspace
Delete any files, revisions, or bill of materials within the workspace
Download files and files with markups when permitted in the workspace
Copy files and packages to other workspaces
Folders
Create folders in the workspace
Rename and relocate folders in the workspace
Delete folders in the workspace
Packages & slides
Create packages in the workspace
Modify and rename any packages in the workspace
Delete any packages or package revisions in the workspace
Feedback
Create feedback or markups on files in the workspace
Modify any feedback and markups in the workspace
Modify the description of any feedback in the workspace
Delete any feedback left in the workspace
Add or remove comments on feedback in the workspace
Add or remove tags on feedback in the workspace
Add or delete attachments and screenshots on feedback in the workspace
Reviews
Create reviews in the workspace
Add and remove reviewers, add and remove checklists, change the title and due date, and close any review in the workspace - regardless of assignment
Close reviews users are assigned to in the workspace
Delete any reviews in the workspace
Export review history
Checklists
Add and remove feedback, as well as react to checklist items
Export checklist metadata
Portals
Create or delete workspace portals
Rename the portal and modify the portal settings, including enable/disable downloading for portals they are a member of
Add or remove files and feedback from portals users are a member of
Invite or remove team members and guests from the portal they are a member of
1.3 Portal Guests
Files
Add a files or file revisions to the portal. Portal guest can remove files they’ve added
Move file locations, as well as edit and delete custom saved views in the portal
Download files and files with markups from the portal
Folder
Create folders in the portal
Rename and relocate folders in the portal
Delete folders in the portal
Feedback
Create feedback or markups on files in the portal. Portal guest can edit feedback they’ve created
Add comments on any feedback in the portal
Reviews
Re-request and close reviews users are assigned to in the portal
2. How to use configurable permissions
2.1 Navigate to your admin settings
2.2 Select the Roles & Permissions tab
This is where you will create new custom roles, managing existing roles across the company, workspaces, and portals.
2.3 Select “New Role”
2.4 Select a role type, then give it a name and description
2.5 When finished, select Create
We encourage you to take advantage of configurable permissions to make sure that everyone can do exactly what they need to be able to.
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