Managing Roles and Permissions

Member Overview Pages

All members (Organization Level)

The All members page provides a complete view of everyone in your organization across all workspaces.

What you can see:

• Name & Avatar: User's profile information and initials

• Email: User's email address

• Organization Role: Current organization-level role assignment

• Workspaces: Which workspaces the user has access to, and a summary of their permissions in that workspace

• Editor Status: Whether the user counts as a billable editor (Yes/No). Shows whether a user can edit content anywhere in your organization.

• Joined Date: When they joined the organization

• Status: Active, Pending (invited but not accepted), or Deactivated

Tabs available:

• Active/Invited: Current organization members and pending invitations

• Deactivated: Previously removed users and their former roles

Actions you can take:

• Change organization roles: Click the Organization Role dropdown

• View workspace access: See all workspaces a user belongs to

• Resend invitations: For pending users who haven't accepted

• Revoke access: Deactivate users (disabled for your own account)

Access: Settings > All members (under Organization)

Organization Roles

TheyDo users with the Organization Manage permission on a paid plan can make view and configure Organization Roles by navigating to Settings > Organization Roles.
Available on paid plans only

Create Custom Organization Roles

1. Navigate to Settings > Organization Roles

2. Click "Add Role" and “new role” will appear in a new row.

3. Edit the:

   • Name: Use descriptive titles that reflect function

   • Description: Explain the role's purpose and typical users

4. Select permissions from available Organization Permissions (Manage, Journey AI, Integrations, Billing)

5. Click "Save changes" from the black pop-up panel

Deleting Custom Organization Roles

1. Navigate to Settings > Organization Roles

2. Ensure no users are assigned to the role (reassign them first)

3. Select the role via the checkbox

4. Click “delete” on the black pop-up panel and confirm deletion

Workspace members (Workspace Level)

The Workspace members page shows users who have access to the current workspace, plus organization members who could be invited.

• "Show Uninvited Users" Toggle: Controls which users are displayed

• Workspace privacy indicator: Shows if workspace is Public or Private

• Role assignment: Quick access to assign/change workspace roles

What you can see:

• Name & Avatar: User's profile information

• Email: User's email address

• Workspace Role: Their role in this specific workspace

• Editor Status: Whether they're a billable editor (organization-wide)

• Joined Organization: When they first joined the organization

• Status: Active, Pending, etc.

For users without workspace access:

• Public workspaces: Shows "Organization Viewer" (default access)

• Private workspaces: Shows "No Access" (must assign role to grant access)

Access: Settings > Workspace > Workspace Members

Workspace Roles

Workspace Roles determine what users can do within individual workspaces in TheyDo. Unlike Organization Roles (which control access to your entire TheyDo account), Workspace Roles are specific to each workspace.

TheyDo offers two types of Workspaces:

Public Workspaces: Accessible by any user in the organization. Use Workspace Roles to control granular editing permissions.

Private Workspaces: Accessible by invite only. Use Workspace Roles to control granular editing permissions.

Organization Admins can add themselves to any Private Workspaces, but aren't added by default.

Create Custom Workspace Roles

1. Navigate to Settings > Organization Roles

2. Click "Add Role" and “new role” will appear in a new row.

3. Click on “new role”.

4. Edit the:

   • Name: Use descriptive titles that reflect function

   • Description: Explain the role's purpose and typical users

5. Select permissions from available workspace permissions

6. Click "Save changes" on the black pop-up panel

Delete Custom Organization Roles

1. Navigate to Settings > Workspace Roles

2. Ensure no users are assigned to the role (reassign them first)

3. Select the role via the checkbox

4. Click “delete” on the black pop-up panel and confirm deletion