Roles & Permissions

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Understand the four workspace roles and what each one can do.

Last updated Mar 24, 2026

Four workspace roles

Every member of a workspace has one of four roles. Roles are assigned per workspace — the same person can be an admin in one workspace and a viewer in another.

Permissions by role

CapabilityAdminEditorCommenterViewer
View files and projectsYesYesYesYes
Leave commentsYesYesYesNo
Create and edit filesYesYesNoNo
Start AI chatsYesYesNoNo
Create and manage projectsYesYesNoNo
Share files externallyYesYesNoNo
Manage workspace settingsYesNoNoNo
Invite and remove membersYesNoNoNo
Change member rolesYesNoNoNo
Manage billingYesNoNoNo

Choosing the right role

Admin — For team leads and project managers who need full control over the workspace. Every workspace needs at least one admin.

Editor — For grant writers and team members who actively create and edit content. This is the most common role for daily contributors.

Commenter — For reviewers, advisors, and stakeholders who provide feedback but shouldn’t edit content directly. Board members and external consultants often fit this role.

Viewer — For people who need visibility into the workspace without interacting with content. Useful for leadership or finance team members who monitor progress.

Account-level roles

Separately from workspace roles, your account has its own role hierarchy:

  • Owner — The account creator. Can manage billing, account settings, and all workspaces.
  • Admin — Can manage team members and workspace settings.
  • Member — Can access their assigned workspaces.

Account-level roles determine what you see in Settings. Workspace roles determine what you can do inside each workspace.

Changing roles

Admins can change a member’s role from the Team tab in Settings, or from the workspace member list. Role changes take effect immediately.

Tips

  • Give the editor role to anyone who actively writes or manages grant content.
  • Use commenter for people who review drafts — they can leave feedback without accidentally modifying files.
  • Every workspace needs at least one admin. If you’re the only admin, assign a backup before leaving the workspace.

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