Roles & Permissions
Recently updatedUnderstand the four workspace roles and what each one can do.
Last updated Mar 24, 2026
Four workspace roles
Every member of a workspace has one of four roles. Roles are assigned per workspace — the same person can be an admin in one workspace and a viewer in another.
Permissions by role
| Capability | Admin | Editor | Commenter | Viewer |
|---|---|---|---|---|
| View files and projects | Yes | Yes | Yes | Yes |
| Leave comments | Yes | Yes | Yes | No |
| Create and edit files | Yes | Yes | No | No |
| Start AI chats | Yes | Yes | No | No |
| Create and manage projects | Yes | Yes | No | No |
| Share files externally | Yes | Yes | No | No |
| Manage workspace settings | Yes | No | No | No |
| Invite and remove members | Yes | No | No | No |
| Change member roles | Yes | No | No | No |
| Manage billing | Yes | No | No | No |
Choosing the right role
Admin — For team leads and project managers who need full control over the workspace. Every workspace needs at least one admin.
Editor — For grant writers and team members who actively create and edit content. This is the most common role for daily contributors.
Commenter — For reviewers, advisors, and stakeholders who provide feedback but shouldn’t edit content directly. Board members and external consultants often fit this role.
Viewer — For people who need visibility into the workspace without interacting with content. Useful for leadership or finance team members who monitor progress.
Account-level roles
Separately from workspace roles, your account has its own role hierarchy:
- Owner — The account creator. Can manage billing, account settings, and all workspaces.
- Admin — Can manage team members and workspace settings.
- Member — Can access their assigned workspaces.
Account-level roles determine what you see in Settings. Workspace roles determine what you can do inside each workspace.
Changing roles
Admins can change a member’s role from the Team tab in Settings, or from the workspace member list. Role changes take effect immediately.
Tips
- Give the editor role to anyone who actively writes or manages grant content.
- Use commenter for people who review drafts — they can leave feedback without accidentally modifying files.
- Every workspace needs at least one admin. If you’re the only admin, assign a backup before leaving the workspace.