At a platform level, there are three roles a user can take. The table below explains the functionality and tasks these roles can perform.


Related articles:

Collaboration roles and permissions - Projects & master folders

Designer and Writer roles – an overview


RoleWhat can someone with this role
'Organization administrator''Organization administrators' can manage access to the platform for members of staff and provision shared resources like stylesheets, org variables and org notes.

As an 'Organization admin', you can:

An 'Organization admin' can also do everything org members can do.

Please note: When someone who is an ‘Organization administrator’ signs in with the 'Designer' role, their permissions are reduced to the 'Designer' level. The 'Writer' role is for specifiers and 'Organization administrators' who want to access 'Organization settings' and create or edit 'Organization notes'.

Related articles:

Designer and Writer roles – an overview

Select your role

'Organization user''Organization users' are colleagues from your company.

As a user of the organization, you can:
GuestGuests are users who have been invited to collaborate on projects but are not an 'Org user'. This role is intended for external collaboration on projects with 3rd parties, such as consultants.

Someone is a guest when they have been given permissions to a project (or master) but have not been added to the organization as an 'Org user'.

As a guest on a project, you can:
  • Collaborate on existing projects.
    • Guests can be invited as team members on projects.
    • Guests can create and view spec notes for the projects they are members.
  • Guests do not have the same access to organization resources as members. Guests cannot:
    • Create projects.
    • View all projects and masters for the organization.
    • See masters or 'Org notes'.
    • Apply a 'Custom stylesheet' when publishing specs.