🔒Permissions and Roles

Understanding Permissions in the App

This guide explains the standard permission levels.

Please note: some clients may have custom permissions configured by their account manager. If your setup differs, please consult your account manager for details.

Permissions are managed at two main levels:

The Organisation and

Within specific Workspaces & Projects.

1. Organisation Roles

Every user belongs to an organisation and has one of two roles. These roles apply across all our apps (e.g., Assist, Insight, Brandcheck).

Admin: Has the highest level of access at the organisation level.
Member: Has standard user access.

An Organisation Admin can perform exclusive actions that Members cannot:

➕ Add knowledge and templates that are available to the entire organisation.
📊 View usage reports for the whole platform.
🔐 Manage the primary workspace (the workspace that shares the same name as your organisation).

2. Workspace & Project Roles

Workspaces and projects have their own set of permissions.

The user who creates a workspace or project becomes its owner.

To give others access, the owner must share it and assign one of the following roles:

Admin: Can do everything the original creator can, including renaming the item, adding knowledge, and sharing it with others.
Creator: Can add new content within the item (e.g., create new projects in a workspace or new outputs in a project) but cannot edit the item's settings or knowledge.
Viewer: Can only view the contents of the workspace or project. They cannot create or edit anything.

3. Privacy by Default 🔒

Your work is always kept private until you decide to share it.

Default Privacy: When you create a new workspace or project, it is private by default. Only you can see it.
Admin Access: Organisation Admins cannot see your private workspaces or projects unless you explicitly share them or make them public.
Default Sharing: You can change your settings to set a default access level (e.g., Viewer) for everyone in your organisation whenever you create a new item. This can also be configured by your account manager.