Workspace User Permissions at a Glance
- A workspace owner may view, contribute and edit existing content within a workspace. An owner may also manage the overall settings of the workspace including managing access and deleting the workspace.
- A workspace editor may view, contribute and edit existing content within a workspace.
- A workspace contributor may view and add content to files, discussion boards and projects. They cannot view business plans. Contributors cannot edit workspace settings or existing content within a workspace.
How to manage access to a workspace:
Workspace User Permissions in Detail
Here you can view the summary table of the permissions that each role has in Workspaces.
| ROLES | |||
| Permissions | Owner | Editor | Contributor |
| Edit workspace (including status) | Y | N | N |
| Manage Workspace Tools | Y | N | N |
| Manage Access | Y | N | N |
| Delete Workspace | Y | N | N |
| View Workspace Dashboard | Y | Y | N |
| Business Plans | |||
| View Plans | Y | Y | N |
| Create Plans | Y | Y | N |
| Edit Plans (incl. Status) | Y | Y | N |
| Create QBR's | Y | Y | N |
| Delete Plans | Y (any) | Y (only ones you created) | N |
| Add Files/Link | Y | Y | N |
| Replace/Delete File/Link | Y (any) | Y | N |
| Projects | |||
| View Projects | Y | Y | Y |
| Create Projects | Y | Y | N |
| Edit Project | Y | Y | N |
| Add Buckets | Y | Y | N |
| Create Tasks | Y | Y | N |
| Edit Tasks (incl. progress, priority, checklists, files) | Y | Y | Y (those you are assigned to) |
| Delete Tasks | Y | Y | N |
| Add Files/links to projects | Y | Y | Y |
| Replace / Delete Files | Y | Y (only ones you added) | Y (only ones you added) |
| Delete Projects | Y (any) | Y (only ones you created) | N |
| Calendar | |||
| View Calendar | Y | Y | Y |
| Create Event | Y | Y | Y |
| Edit Event | Y | Y (only ones you created) | Y (only ones you created) |
| Delete Event | Y | Y (only ones you created) | Y (only ones you created) |
| Files | |||
| View Files/Link (Files landing page) | Y | Y | Y |
| Add Files/Link | Y | Y | Y |
| Open File/Link | Y | Y | Y |
| Replace File/Link | Y | Y (only ones you added) | Y (only ones you added) |
| Edit File/Link | Y | Y (only ones you added) | Y (only ones you created) |
| Delete File/Link | Y | Y (only ones you added) | Y (only ones you added) |
| Comments | |||
| Edit comments | Y (only ones you added) | Y (only ones you added) | Y (only ones you added) |
| Delete comments | Y(any) | Y (only ones you added) | Y (only ones you added) |
| Add myCaribou Doc | Y | Y | Y |
| Open/View myCaribou Doc | Y | Y | Y |
| myCaribou docs | |||
| Edit content of myCaribou Doc | Y | Y | Y |
| Add myCaribou docs | Y | Y | |
| Replace/Delete myCaribou docs | Y | Y (only ones you added) |
Y (only ones you added) |
Yes - Y
No - N