Workspace Sharing Permissions

Different permissions

When sharing a workspace, users can choose the permissions levels the recipient has over the shared workspace. 

 

There are 4 different permission levels (note that when sharing a Company Workspace, you only have the first 3 permission levels):

  1. Read only 
  2. Editor 
  3. Administrator
  4. Customize   

 

Read only 

Like the name suggests, read-only users can only read records, comments, and custom fields. 

 

  Records  Comments  Custom fields  Other permissions  Share
Read only  Read only  Read only  Read only  - -

 

 

Editor

Editors have more control over the workspace compared to read-only users, where they can edit records, comments, and custom field values. As well as being able to create additional folders in the workspace.

 

  Records  Comments  Custom fields  Other permissions  Share
Editor    Edit  Edit  Edit value  Create folders  -

 

Administrator

Administrators have full control over the workspace.

  Records  Comments  Custom fields  Other permissions  Share

Administrator

  Edit  Edit  Edit value 

Create folders

Edit folders 

Copy folders 

Move folders 

Delete folders 

Assign 

Export  

 Share 

 

Customize

Finally, users can select a customised range of permissions. 

 

 

Overview of permissions:

Permissions Admin Editor Read Only
Workspace Edit Name ✅️ ❌️ ❌️
Share ✅️ ❌️ ❌️
Set up ✅️ ✅️ (page and general settings)  ✅️ (page and general settings)
Delete ✅️ ❌️ ❌️
Folder Create new subfolder ✅️ ✅️ ❌️
Edit folder ✅️ ❌️ ❌️
Copy/move folder ✅️ ❌️ ❌️
Delete folder ✅️ ❌️ ❌️
Records Import ✅️ ✅️ ❌️
Copy/move ✅️ ✅️ ❌️
Delete ✅️ ✅️ ❌️
Export ✅️ ❌️ ❌️
Automatic Update ✅️ ✅️ ❌️
View ✅️ ✅️ ✅️
Comments View ✅️ ✅️ ✅️
Add ✅️ ✅️ ❌️
Delete your comment ✅️ ✅️ ❌️
Custom Fields View values ✅️ ✅️ ✅️
Edit values ✅️ ✅️ ❌️
Add custom fields ✅️ ✅️ ❌️
Edit custom fields ✅️ ❌️ ❌️

 

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