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Members, roles and permissions
Inviting people into a workspace and deciding what each of them may do.
2 min read
An organisation workspace can have several members, each with a role that decides what they may do. Manage them from Users & roles in the sidebar.
Inviting somebody
- 1Open Users & roles.
- 2Press to invite, and enter the person's email address.
- 3Choose the role they should have.
- 4Send. They receive an email with a link that accepts the invitation; if they have no ELVOAQ account, they create one first and the invitation is waiting.
The six roles
Users & roles also has a role hierarchy panel that shows these permissions on screen, with the number of members currently holding each role.
- Owner
- Full control of the workspace: billing, settings, transferring ownership, deleting the workspace, and everything an Organisation Admin can do.
- Organisation Admin
- Manages workspace settings, invites and removes members, assigns roles up to Manager, configures the AI features, and sees all items and analytics. Cannot touch billing or delete the workspace.
- Manager
- The day-to-day working role: creates and edits items, approves suggestions, moderates comments, uses the AI tools and creates share links. Cannot manage members or change workspace settings.
- Reviewer
- Views items, suggests edits and posts comments, but cannot create or directly edit anything. The right role for somebody whose opinion you want without their hands on the records.
- Viewer
- Read-only. Views items, reads comments and downloads files. Cannot edit or comment.
- Guest
- The most restrictive role. Sees only the items explicitly shared with them, never the full workspace, and manages nothing.
Changing or removing access
A member's role can be changed at any time, and removing a member revokes their access immediately. Nothing they created is deleted, and their name stays in the audit trail — the record of who did what has to stay honest.
How many members you may have
Free and Starter are single-user. Collector allows 3 per workspace, Pro 10, Business 25, and Ultimate is unlimited.
See also
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