Granular Permissions align portal visibility with real-world collaboration models. Craft role presets for common personas and fine-tune access down to individual tasks or documents.
Balance transparency and control
Start with standard roles, then create custom variations as stakeholder needs evolve.
Role Architecture
| Role Type | Typical Access | Best For |
|---|---|---|
| Admin | Full portal management, theme edits, automation control | Account owners and internal leads |
| Member | Task edits, document uploads, collaboration tools | Project contributors and power users |
| Viewer | Read-only visibility into selected sections | Executives and advisory stakeholders |
| Custom | Tailored permissions across assets, tasks, AI features | Scenarios requiring specialized visibility |
Asset-Level Controls
- Toggle visibility for documents, tasks, and dynamic blocks per role or individual.
- Limit AI agent access for sensitive conversations while leaving general guidance available.
- Restrict automation triggers to admins to maintain compliance.
Managing Permissions
Review Current Access
Open the Members & Roles panel to see existing assignments and recent activity.
Adjust Role Templates
Add or remove capabilities (edit tasks, download files, launch automations) from role presets.
Apply Overrides
For specific stakeholders, override standard permissions at the document, task, or section level.
Audit Changes
Use the audit log to confirm who modified permissions and when adjustments occurred.
Communicate Updates
Notify impacted stakeholders about new capabilities or restrictions to avoid confusion.
Governance Best Practices
Stay compliant
Schedule periodic reviews--quarterly or per milestone--to ensure access still aligns with stakeholder responsibilities.
- Implement approval workflows for high-risk permission changes.
- Use tagging (internal vs. client) to simplify bulk updates when project phases shift.
- Archive or deactivate accounts when stakeholders leave to maintain data hygiene.
Next, explore Security & Compliance Controls for advanced safeguards.