Role-based access

Learn how to assign role-based permissions to team members of a workspace.

Role-based access is needed in scenarios where some team members require create and edit access for assessments while others only need read access. This helps maintain clear boundaries and prevent unauthorized access.

There are three types of roles that can determine the actions a team member can perform in a particular workspace,

Type of Role	Role description
Admin	Can manage workspace setting Add or remove members along with changing their role type Create, delete and edit assessments
Member	Can create, delete and edit assessments. Create a new workspace This will be the default role assigned to a new member.
Viewer	Can only view assessments and results but cannot make any updates

Note: Only admins of that workspace can change the role type of the team members.

Admins can change team members' roles by following the steps below and the accompanying image,

1. Open the My Team section from the left-hand menu.

2. Click the role type dropdown next to the team member’s name.

3. Select the desired role to assign.