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Company roles and permissions

Understand the differences between company, workspace, and portal permissions and roles.

Updated over 2 weeks ago

If you see Lite and Pro users in your admin panel you are on legacy CoLab functionality. Contact our support team for more information about your company roles or to upgrade to the latest version.

CoLab has 3 Company Roles, 4 levels of Workspace permissions, and 2 levels of Portals permissions.

Company Roles

Company roles include Admin, Team Member and Guest. Guest users may only have guest access within portals.

Company Default Roles

The below actions take place at the company level, outside of workspaces.

Company Default Roles.png

Workspace Default Roles

Within a workspace, Team Member users may have one of three workspace permission levels - Workspace Admin, Full Access or Limited access.

Full access is generally assigned to core project team members who are likely to add files, launch reviews, prioritize feedback, add revisions, and close reviews.

Limited access is generally assigned to non-core project contributors such as cross-functional stakeholders who typically review artefacts once invited to a design review, create feedback, add discussion comments, or re-review feedback against new revisions, but don't need to perform any of the actions that a full access user can do on top of those.

Workspace Default Roles.png

Portal Default Roles

Within a portal, users may have Portal Admin or Guest access. Team members are automatically assigned Portal Admin access when invited to a portal within a workspace to which they’ve been invited. A portal admin is a team member who’s also in the parent workspace. All other portal members are guests.

Portal Default Roles (1).png
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