Team roles and access

Available for

  • Business

There are 3 user roles available in a team: Admin, Member (Business plan only), and Guest.

Admin

An admin has full access and control over the team. They can:

  • ✅ Browse, preview, and join any visible projects in the team
  • ✅ Create new projects in the team
  • ✅ Invite or remove people from the team
  • ✅ Update roles for people in the team
  • ✅ Update the team-wide settings
  • ✅ Delete the team permanently
  • ✅ Manage team billing
  • ✅ Have ownership over the data added in the team

Note

A team may have multiple admins.

A person who creates a team is automatically set as an admin. They can grant other people admin privileges. On the free team plan, everyone invited to the team is set as an admin.

Guest management

  • Admins can promote guests to full members of the team.
  • Admins can manage guest access from the Members settings (for example: remove a guest from projects in the team).
  • Guests are free of charge and won’t appear on the invoice.

Member

A member can collaborate through the whole team, but their access to high-level settings is limited:

  • ✅ Browse, preview, and join any visible projects in the team
  • ✅ Create new projects in the team
  • ✅ Invite people to the team
  • ❌ Remove people from the team
  • ❌ Update roles for other people in the team
  • ❌ Update the team-wide settings
  • ❌ Delete the team permanently
  • ❌ Manage team billing
  • ❌ Have ownership over the data added in the team

Note

The member role is only available on the Business plan. On the free team plan, anyone invited to the team is automatically set as an admin.

Guest

A guest is a person outside the team who's invited to a specific project.

They don't have access to a team and all their corresponding data. They need to be invited to projects explicitly to gain access.

  • ❌ Browse, preview, and join any visible projects in the team
  • ❌ Create new projects in the team
  • ❌ Invite or remove people from the team
  • ❌ Update roles for other people in the team
  • ❌ Update the team-wide settings
  • ❌ Delete the team permanently
  • ❌ Manage team billing
  • ❌ Have ownership over the data added in the team

To invite a guest to a project:

  1. Select a project that you want to share with a guest in your team.
  2. Click the Share icon in the top-right corner.
  3. Type the person’s email address.
  4. Click the role menu and select Guest.
  5. Click Invite.

Admin access

Admins of your team have sole access to the following features: 

  1. In the sidebar, click the team.
  2. Click Members in the top-right.
  3. Find the person you wish to remove and click on their role (either Admin, Member or Guest) to the right of their name.
  4. Click Remove from team.
  1. In the sidebar, click the team.
  2. Select Members in the top-right. A list of team members will appear. 
  3. Click the role menu and select the appropriate role (Member or Admin).

Note

The member role can't be changed to the guest role as members are part of the whole team and guests have access only to specific projects. To achieve that, remove a member from the team first (Members settings) to stop their access to your team, then invite them to specific projects as a guest.

Guest access is turned on by default, but admins can turn it off:

  1. In the sidebar, click the team.
  2. Click Settings in the top-right.
  3. Under Security, turn on Disable guests. 

Get help

If you're having issues with roles or permissions in the team, get in touch with us.