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Roles and permissions for the members of a workspace
This article applies to BOOST EMPOWER GUEST (free) licenses
Purpose and scope
When you add users to a workspace, you must assign it a role: manager, contributor, guest. This role determines the permissions granted.
The workspace is managed by its owner even when there are multiple licensees.
Partners acquire rights according to their type of license.
This article details the permissions associated with each role.
Legend
Symbol | Description |
Granted | |
Only by the company that owns the workspace | |
Only by the company that owns the workspace + the assigned partner(s) | |
On subscription or assignment | |
Excluded | |
N/A | Not applicable or not available |
GUEST Guest Partners (free)
This role is automatically assigned to partners who do not hold a Cooperlink commercial license
Event | |||||||
Subject | See (1) | Add (2) | Edit | Delete | Assign (3) | Notify | Configure |
Project | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
Workspace | n/a | ||||||
Visitor portal | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
Documents | n/a | ||||||
Tasks | |||||||
Notes | |||||||
Workflows | n/a | ||||||
Correspondence | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
Messages |
Users and partners with licence BOOST EMPOWER
Rights of the Workspace manager
Assign this role to project managers and administrative/support staff (e.g. secretary).
Event | |||||||
Subject | Voir (1) | Add (2) | Edit | Delete | Assign (2) | Notify | Configure |
Project | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
Workspace | n/a | ||||||
Visitor portal | n/a | ||||||
Documents | |||||||
Tasks | |||||||
Notes | |||||||
Workflows | n/a | ||||||
Correspondence | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
Messages |
Rights of the Workspace Contributor
Assign this role to collaborators with an active role in the project.
Event | |||||||
Subject | See (1) | Add (2) | Edit | Delete | Assign (3) | Notify | Configure |
Project | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
Workspace | n/a | ||||||
Visitor portal | n/a | ||||||
Documents | |||||||
Tasks | |||||||
Notes | |||||||
Workflows | n/a | ||||||
Correspondence | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
Messages |
(1) Includes viewing a document, replying to a task or message
(2) included uploading a document, starting a workflow, tagging a correspondence
(3) included adding members, assigning a member, assigning access rights