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Roles and permissions

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    There are several different roles in TheyDo. This guide explains which permissions are associated with what roles.


    There are several roles in TheyDo:

    • Organizational Admin

    • Workspace Admin

    • Contributor / Workspace Editor

    • Viewer

    • Disabled


    Role and permission overview

    This overview shows the permissions for all roles in TheyDo:

    Guide_Roles_Permissions


    Organization Admin

    The Organization Admin has full control over your whole organization. The Organization Admin:

    • Can edit any setting in Organization, including all user management and billing settings.

    • Can edit or create content in all Workspaces (even if they are not Admin or Editor in the Workspace).

    • Can create and manage Journey Templates for an Organization.

    • Cannot revoke their Admin rights, this has to be done by a different Admin.

    When creating a new Organization, the creator will be the Organization Admin by default. Your Organization is required to have at least one organization admin. Therefore the last admin of an Organization can’t be deleted.


    Workspace Admin

    The Workspace Admin has full control within their specific workspace. The workspace admin:

    • Can view, edit, and create any content in their Workspace.

    • Can create and manage the Taxonomy for their Workspace.

    • Can edit any settings in their Workspace.

    • Has viewing rights for any other workspace.

    • Cannot edit user management and billing settings.

    • Cannot create and manage Journey Templates. That is an organizational task associated with organization admins.


    Contributor / Workspace Editor

    Contributors have editing rights within the workspaces where they have been made workspace editors. They:

    • Can create and edit any content in any Workspace where they have been made Editor

    • Can view content in any of the other public Workspaces.

    • Cannot edit Workspace settings.

    • Cannot create or manage a Taxonomy, although they can use any tag created by admins.

    Tip: As an admin, you have to assign workspace editing rights to contributors for them to be able to edit content in workspaces.


    Viewer

    Viewers are able to view elements in all workspaces of an organization. Viewers are included for free; they won’t take up any seats, so you can add as many viewers as you want. Viewers:

    • Can view all public Workspaces and content.

    • Can comment across the entire platform

    • Can edit their profile.

    • Cannot edit or create any content in Workspaces.

    • Cannot edit Workspace settings.

    A User that has ‘Viewer’ permissions will automatically have no roles in any Workspaces, but will be able to view elements in all workspaces of an organization.


    Disabled

    When a User is disabled, they can no longer log in, they are not able to see any content. But the content they created will be available until deleted. A user that has been disabled does not count towards your billing total.

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