Roles & Permissions
By DataLexing Support
By DataLexing Support
Permission Overview
vedio translation is available Permissions Overview: Permissions control what a user can see or do within the platform. They help maintain security and ensure that team members only access or edit data relevant to their roles. Permissions apply at different levels, including Workspaces, Applications, Tables, Views, and Rows. Workspace Admins have the special ability to invite new users to the workspace, assign them appropriate roles, and manage their permissions. This ensures that only authorized individuals can access sensitive information or contribute to the workspace. Roles Roles define the level of access and the actions a user can perform within the platform. Each role has specific permissions tailored to different responsibilities, ensuring that every user can contribute effectively without overstepping boundaries. Role Descriptions 1. Admin: - Full control over the workspace, applications, and settings. - Can invite new users, manage permissions, and delete data. - Includes all capabilities of Builders. - Can manage workspace Subscription. 2. Builder: - Can create and configure applications, tables, and workflows. - Can edit fields and manage application-level settings. - Includes all Editor capabilities. 3. Editor: - Can edit data within tables and applications but cannot configure settings or workflows. - Includes all Commenter capabilities. 4. Commenter: - Can view data and add comments for collaboration. - Cannot make edits to the data. - Includes all Viewer capabilities. 5. Viewer: - Read-only access to data. - Cannot make edits or add comments. 6. No Role: - Completely restricted; cannot view or interact with any data or settings. Role Levels and Permissions Overview Roles in the platform are organized hierarchically across Workspace, Application and Table levels. Each role determines what actions users can perform and where their access applies. Here's an explanation of how roles work at each level, along with their permissions. to learn more about permissions across each level click here. Roles Hierarchy Across Levels Roles are organized hierarchically across three levels: Workspace, Application, and Table. This structure ensures that access and permissions become more specific as you move from the workspace to individual tables. Access Levels include roles assigned to Teams or Individual Members, where member roles always override team roles to provide precise control. to learn more about it click here.
Role Hierarchy & Access Levels
Roles are organized hierarchically across three levels: Workspace, Application, and Table. This structure ensures that access and permissions become more specific as you move from the workspace to individual tables. Access Levels include roles assigned to Teams or Individual Members, where member roles always override team roles to provide precise control. Hierarchy Overview: 1. Workspace Level: - Roles at this level apply broadly across the entire workspace. - Example: Assigning someone as an "Admin" at the workspace level gives them control over all applications and tables within the workspace. 2. Application Level: - Roles here apply to specific applications within the workspace. - Example: A user can be a "Builder" for one application but a "Viewer" for another, depending on their assigned role. 3. Table Level: - This is the most specific level, where roles are assigned to individual tables. - Example: A user could have "Editor" access to a specific table while having "No Access" to other tables in the same application. 4. View Level (Share ONLY): - Different View Types can be shared without inviting members. - Example: Sharing a Form View helps to collect well-structured answers across organizations. How It Works: - More Specific Levels Take Priority: A table-level role overrides an application-level role, and an application-level role overrides a workspace-level role. - Member Roles Overrule Team Roles: If a member has an explicitly assigned role at any level (workspace, application, or table), that role takes precedence over their team’s default role. - Flexible Assignments: This hierarchy allows for detailed control, so users can have broader access at higher levels and more restricted or specialized access at lower levels. By starting at the workspace level and refining permissions down to individual tables, you can ensure the right people have access to the right data and tools. Access Levels: Teams and Members Roles can be assigned to both Teams and Individual Members, offering flexible access control: 1. Teams: Assigning roles to teams allows you to manage access collectively, ensuring that everyone in a team has the same permissions. 2. Members: Assigning roles to individual members ensures more granular control, overriding the default roles assigned to their teams. | Member Roles Always override Team Roles: If a member ha an explicitly assigned role at any level (workspace, application or table), that role takes precedence over their team's default role. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | Example of Role Hierarchy Imagine a workspace managing a company's projects. Here's how the role hierarchy works across Workspace, Application, and Table levels. Scenario: - User: Sarah - Workspace Role: Builder (she can configure applications and tables across the workspace). - Application Role: Admin for the "Project Management" application (she has full control over this application). - Table Role: No Role for the "Risks" table within the "Project Management" application (she cannot access or edit this specific table). How It Works: 1. Workspace Role: Sarah is a Builder at the workspace level, giving her permissions to create and manage applications across the workspace. 2. Application Role: In the "Project Management" application, her Admin role overrides her Builder role, granting her full control over this specific application. 3. Table Role: On the "Risk" table, her No Role status takes precedence, meaning she cannot access or edit this table, even with her Admin permissions at the application level. This example highlights how DataLexing prioritizes the most specific roles, ensuring granular control and secure management of access. Best Practices for Managing Role Hierarchy & Access Levels 1. Start with Application-Level Roles Assign roles at the application level to define access for specific areas of your workspace. - Example: Assign "Builder" to a user for the "Project Management" application so they can create and manage tables within that application. 2. Use Table-Level Roles for Granular Access Assign roles at the table level to control access and actions for individual tables. - Example: Assign "Editor" to a user on the "Risk" table to allow data editing without granting access to other tables. 3. Understand Role Priorities - Roles at lower levels (Workspace > Application > Table) take precedence over higher-level roles. - Member roles always override team roles, ensuring individual permissions are respected. 4. Manage Team Roles Effectively Use team roles for simplicity and consistency but adjust member roles where exceptions are needed. - Assign team roles for applications and tables to manage collective access easily. 5. Adjust Roles as Needed Review and update roles regularly to match project responsibilities. - Example: Temporarily assign a "Builder" role to a user for specific tasks and revert to "No Role" when access is no longer needed. By following this structure, you can efficiently manage roles while ensuring secure and streamlined collaboration.
Workspace Permissions Management
Collaborating within a workspace is made simple by inviting others to join as collaborators. This allows them to access, contribute, and share responsibilities effectively within your workspace. Only workspace admins have the ability to manage and invite collaborators. If you need this permission, ask a workspace admin to upgrade your role to Admin. to learn more about permissions click here Inviting Workspace Members 1. Log in to your account. 2. From the Homepage, go to the workspace name located at the top of the sidebar. 3. click on the icon Next to workspace name 4. hover over the workspace you want to manage and click on the ellipsis (...) icon 5. from the list, Click Add Members 6. In the dialog box, enter the collaborator’s email address. 7. Optionally, include a custom message for additional context or instructions. 8. Choose the appropriate access level for the collaborator from the permissions dropdown. to learn more about workspace permissions click here. 9. Click the Send Invite button. The user will receive an email invitation to join the workspace. If they don’t have an account, they’ll be prompted to create one. Accepting an Invitation Via Email Accepting an Invitation via Email - Check your inbox for an invitation email. If it doesn’t appear, check the spam folder. - Click the Accept Invitation button in the email and follow the steps to create an account or log in. Via Notification - If you already have an account, you’ll also see a notification in your dashboard. - Choose Accept or Reject to respond to the invitation. Upon accepting, the collaborator will gain access to the workspace with the assigned default role. Key Points - Collaborators can only be added via email, and each email address must be unique. - If the collaborator wishes to use a different email, the workspace admin must send an updated invitation. This process ensures seamless collaboration while maintaining full control over roles and permissions in your workspace. Managing Members The Members tab enables Admins to create new teams, monitor their access and members. Modifying an Existing Member's Role To modify an existing member role: 1. Hover over the workspace name. 2. Click the ellipsis (**…**) icon 3. select **"Members"** from the drop-down menu. 4. Find the **Member** whose **role** you want to modify. 5. Click on their current **role.** 6. select a new Role level from the drop-down list. For detailed information about **roles** levels, click [here](https://docs.datalexing.sa/en/articles/10436499-role-levels-and-permissions#h_48ab7f0aeb). 7. The updated **role** will take effect immediately. Searching for Members by Name To find a specific member: 1. Hover over the workspace name. 2. Click the ellipsis (…) icon 3. select "Members" from the drop-down menu. 4. enter the Member’s name in the search field. Filtering Members by Applications To filter members based on their assigned Application: 1. Hover over the workspace name. 2. click the ellipsis (…) icon 3. select "Members" from the list. 4. Click "All Application" , Under the Member tab. 5. Choose the application you want to filter by. 6. The filter will take effect immediately. members assigned as workspace admins will be displayed Filtering Members by Applications and Tables To filter members based on their assigned Tables: 1. Hover over the workspace name. 2. click the ellipsis (…) icon 3. select "Members" from the list. 4. Click "All Application" , Under the Member tab. 5. Choose the application you want to filter by. 6. Choose the table you want to filter by. 7. The filter will take effect immediately. members assigned as workspace and application admins will be displayed as well Deactivating a member To deactivate a member and revoke their access: 1. Hover over the workspace name. 2. Click the ellipsis (…) icon 3. select "Members" from the drop-down list. 4. Find the member you want to deactivate. 5. Toggle off the switch associated with the member at the end of the table. 6. The deactivation takes effect immediately. Deactivated members will no longer have access to any workspace data. However, if they were previously assigned to any rows within tables, they will still be listed as collaborators but will not be assigned to new rows after deactivation. Reactivating a member To restore access to a previously deactivated member: 1. Hover over the workspace name. 2. Click the ellipsis (…) icon 3. select "Members" from the list. 4. Find the user you want to reactivate. 5. Toggle on the switch associated with the member at the end of the table. 6. The member will regain access immediately. Removing a member from To Delete a member: 1. Hover over the workspace name. 2. Click the ellipsis (…) icon 3. select "Members" from the list. 4. Find the user you want to reactivate. 5. Scroll to the end of the table and click the trash icon next to their name. 6. A warning message will appear—click "Delete" to finalize the removal. Managing Teams The Teams tab enables Admins to create new teams, monitor their access and members. How to Create New Team To Create a new team follow these steps: 1. Hover over the workspace name. 2. Click the ellipsis (…) icon 3. select "Members" from the list. 4. Click on Teams Tab 5. Click "Add Team". 6. In the dialog box, write the Team name. 7. Choose the appropriate access level for the collaborator from the permissions dropdown. to learn more about workspace permissions click [here](https://docs.datalexing.sa/en/articles/10436499-role-levels-and-permissions#h_13ca4541f8). 8. From the drop-down list, choose the team members. 9. The selected team will now have the assigned role within the workspace. BE careful! Members Roles ALWAYS override Teams Roles Modifying an Existing Team’s Role To change a team’s role within an workspace: 1. Hover over the workspace name. 2. Click the ellipsis (…) icon 3. select "Members" from the list. 4. Click on Teams Tab 5. Find the team whose role you want to modify. 6. Click on their current role and select a new Role from the drop-down list. For detailed information about roles, click here. 7. The updated role will take effect immediately. Searching for Teams by Name To quickly locate a specific team within an application: 1. Hover over the workspace name. 2. Click the ellipsis (…) icon 3. select "Members" from the list. 4. Click on Teams Tab 5. Use the Search Bar, Under the Teams tab 6. write the team’s name in the search field. Filtering Teams by Applications To filter teams based on their assigned Application: 1. Hover over the workspace name. 2. click the ellipsis (…) icon 3. select "Members" from the list. 4. Click on Teams Tab 5. Click "All Application”, Under the Teams tab. 6. Choose the application you want to filter by. 7. The filter will take effect immediately. teams assigned as workspace admins will be displayed Filtering teams by Applications and Tables To filter teams based on their assigned Tables: 1. Hover over the workspace name. 2. click the ellipsis (…) icon 3. select "Members" from the list. 4. Click on Teams Tab 5. Click "All Application”, Under the Teams tab. 6. Choose the application you want to filter by. 7. Choose the table you want to filter by. 8. The filter will take effect immediately. teams assigned as workspace and application admins will be displayed Removing a team from workspace To Delete a Team: 1. Hover over the workspace name. 2. Click the ellipsis (…) icon 3. select "Members" from the list. 4. Click on Teams Tab 5. Find the team you want to reactivate. 6. Scroll to the end of the table and click the trash icon next to their name. 7. A warning message will appear—click "Delete" to finalize the removal. Managing Invitations The Invites tab enables Admins to invite new users, monitor invitation statuses, and track when invitations were sent and accepted. Tracking Invitations The Invites tab consolidates all invitee information in a structured table, displaying: - Email Addresses: The recipients of the invitations. - Assigned Role: The role designated for the invitee at the time of invitation. - Invitation Status: - 🟢 Accepted – The user has accepted the invitation. - 🟡 Pending – The invitation is awaiting a response. - 🔴 Expired – The invitation has expired. - Invitation Date: The date the invite was sent. - Acceptance Date: The date the invitation was accepted. Inviting New Members To invite a new member to the workspace: 1. Hover over the workspace name. 2. Click the ellipsis (…) icon 3. select "Permissions" from the drop-down menu. 4. Click the "Invites" tab at the top of the page. 5. Write the Email address for the invitee. 6. Select the appropriate role for the invitee. 7. Click "Send Invite" to complete the process. Tracking Existing Invitations To review sent invitations: 1. Hover over the workspace name. 2. Click the ellipsis (…) icon 3. select "Permissions" from the drop-down menu. 4. Click the "Invites" tab at the top of the page. 5. Check the status column to see if the invite has been accepted, is pending, or has expired. If an invitation is still pending, you can modify the assigned role before the user accepts it. Searching for Invitees by Email To find a specific invitee: 1. Hover over the workspace name. 2. Click the ellipsis (…) icon 3. select "Permissions" from the drop-down menu. 4. Click the "Invites" tab 5. enter the invitee's email in the search field.
Table Permission Management
Managing Members Permissions in Table Table Admin can efficiently manage access by inviting members, adjusting roles, tracking member activity, and revoking permissions when necessary. Inviting New Members To add a new member to a table, follow these steps: 1. Within the application, hover over the table name. 2. Click the ellipsis (**…**) icon 3. Select **"Permissions"** from the drop-down list. This will open the permissions management panel for the table. 4. Click "Add Members"**,** **Ensure that the user has already been invited to the workspace before adding them to a specific table.** 5. From the drop-down list, choose the member you want to invite. 6. By default, members are added as **Viewers**. To change their role, click on the role name and select the appropriate permission level from the drop-down list. 7. **Confirm the Assignment:** The selected user will now have the assigned role within the table. ⚠️ Users must be invited to the workspace before they can be assigned a role to a table. Modifying an Existing Member's Role To change a member’s role within a table: 1. Within the application, hover over the **table** name. 2. click the ellipsis (**…**) icon. 3. select **"Permissions"** from the drop-down list. 4. Find the **Member** whose **role** you want to modify. 5. Click on their current **role.** 6. select a new Role level from the drop-down list. For detailed information about **roles** levels, click [here](https://docs.datalexing.sa/en/articles/10436499-role-levels-and-permissions#h_48ab7f0aeb). 7. The updated **role** will take effect immediately. Searching for Members by Name To quickly locate a specific member within a table: 1. Within the application, hover over the **table** name. 2. click the ellipsis (**…**) icon. 3. select **"Permissions"** from the drop-down list. 4. Use the **Search Bar,** Under the **Members** tab. 5. enter the **Member's** name in the search field. Filtering Members by Role To filter table members based on their assigned roles: 1. Within the application, hover over the **table** name 2. click the **ellipsis (…)** icon 3. select **"Permissions"** from the list. 4. Click **"All Roles”,** Under the **Permissions** tab. 5. Choose the **role** you want to filter by. Removing a member from a Table If a member needs to be removed from a table: 1. Within the application, hover over the **table** name 2. click the **ellipsis (…)** icon 3. select **"Permissions"** from the list. 4. Locate the **member** in the **member** list. 5. Scroll to the end of the **table** and click the **trash icon** next to their name. 6. A warning message will appear—click **"Delete"** to finalize the removal. ⚠️ Removing a user from a table will revoke their access to that specific table. Their permissions will revert to their workspace-level or team-level role if applicable. To learn more about **Permission Hierarchy, click **here. Managing Teams Permissions in Table Inviting New Teams To add a new team to a table, follow these steps: 1. Within the application, hover over the **table** name. 2. Click the ellipsis (**…**) icon 3. select **"Permissions"** from the drop-down list. This will open the permissions management panel for the **table**. 4. Click on **Teams** Tab 5. Click "**Add Team**"**,** **Ensure that the team has already been created in the workspace before adding them to a specific table.** 6. From the drop-down list, choose the **team** you want to **invite**. 7. By default, teams are added as **Viewers**. To change their **role**, click on the role name and select the appropriate permission level from the drop-down list. 8. The selected **team** will now have the assigned **role** within the **table**. Teams must be created to the workspace before they can be assigned a role to a table. to learn how to create a team click here. Modifying an Existing Team’s Role To change a team’s role within a table: 1. Within the application, hover over the **table** name 2. click the ellipsis (**…**) icon 3. select **"Permissions"** from the drop-down list. 4. Click on **Teams** Tab 5. Find the **team** whose role you want to modify. 6. Click on their current **role** and select a new **Role** from the drop-down list. For detailed information about roles, click [here](https://docs.datalexing.sa/en/articles/10436499-role-levels-and-permissions#h_48ab7f0aeb). 7. The updated role will take effect immediately. Searching for Teams by Name To quickly locate a specific team within a table: 1. Within the application, hover over the **table** name 2. click the ellipsis (**…**) icon 3. select **"Permissions"** from the drop-down list. 4. Click on **Teams** Tab 5. **Use the Search Bar,** Under the **Teams** tab 6. write the **team’s** name in the **search field**. Filtering Teams by Role To filter table Teams based on their assigned roles: 1. Within the application, hover over the **table** name. 2. click the **ellipsis (…)** icon. 3. select **"Permissions"** from the list. 4. Click on **Teams** Tab. 5. Click **"All Roles”,** Under the **Permissions** tab. 6. Choose the **role** you want to **filter** by. Removing a Team from a table If a Team needs to be removed from a table: 1. Within the application, hover over the **table** name. 2. click the **ellipsis (…)** icon 3. select **"Permissions"** from the list. 4. Click on **Teams** Tab 5. Locate the Team in the Teams list. 6. Scroll to the end of the table and click the **trash icon** next to the team’s name. 7. A warning message will appear—click **"Delete"** to finalize the removal. **⚠️ Removing a team from a table will revoke their access to that specific table. Their permissions will revert to their workspace-level or member-level role if applicable. To learn more about Permission Hierarchy, click **here.
Role Levels and Permissions
Roles in the platform are organized hierarchically across Workspace, Application and Table levels. Each role determines what actions users can perform and where their access applies. Here's an explanation of how roles work at each level, along with their permissions. 1. Workspace-Level Roles Roles at the workspace level apply broadly to all applications and tables within the workspace, providing default access unless overridden at the application or table level. The workspace creator is automatically assigned the Admin role, with the ability to manage members, roles, and permissions across the workspace. Workspace roles include Admin, Builder, and No Role, with "No Role" reserved for users who don’t require workspace-wide access but are assigned specific permissions at the application or table level. Workspace-Level Permissions: | Actions/Role | Admin | Builder | No Role | | ------------------------------------------------------------------ | ----- | ------- | ------- | | Invite Members | ✓ | | | | Manage Roles | ✓ | | | | Remove Users | ✓ | | | | View Workspace Contents (Application, Tables, Collaborative Views) | ✓ | ✓ | | | Full Workspace Management (Rename, Leave, Delete) | ✓ | | | | Full Application Configurations (Add, Edit, Delete) | ✓ | ✓ | | | Full Tables Configurations (Add, Edit, Delete) | ✓ | ✓ | | | Full Columns Configurations (Add, Edit, Delete) | ✓ | ✓ | | | Full Collaborative Views Configurations(Add, Edit, Share, Delete) | ✓ | ✓ | | | Full Data Configurations (Add, Edit, Import, Export, Delete) | ✓ | ✓ | | | Add Comments | ✓ | ✓ | | | Add Mentions | ✓ | ✓ | | | Add Personal Views | ✓ | ✓ | | | View Trash on (Workspace, Applications, Tables) Levels | ✓ | ✓ | | | Restore Data on (Workspace, Applications, Tables) Levels | ✓ | ✓ | | | Backup Data on Application Level | ✓ | | | Example: An Admin can invite a user to the workspace and assign them the Builder role, which allows them to create applications and manage tables. | ⚠️ Roles assigned at the application and table levels always override the workspace-level permissions. This means that even if a user has limited access at the workspace level, the roles set at the application or table level will determine what they can do within specific applications or tables. This ensures more granular control over data and actions within those applications and tables. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 2. Application Level Roles Roles at the application level define what users can do within a specific application and take precedence over workspace-level roles. For example, a user assigned as a Builder at the application level can manage tables and configurations within that application, even if their workspace role is No Role. Application-Level Permissions: | Actions/Role | Admin | Builder | Editor | Commenter | Viewer | | ----------------------------------------------------------------- | ----- | ------- | ------ | --------- | ------ | | Invite Members to Application | ✓ | | | | | | Manage Roles on Application | ✓ | | | | | | Remove Users from Application | ✓ | | | | | | View Application Contents (Tables, Collaborative Views) | ✓ | ✓ | ✓ | ✓ | ✓ | | Full Application Configurations (Add, Edit, Delete) | ✓ | ✓ | | | | | Full Tables Configurations (Add, Edit, Delete) | ✓ | ✓ | | | | | Full Columns Configurations (Add, Edit, Delete) | ✓ | ✓ | | | | | Full Data Configurations (Add, Edit, Import, Export, Delete) | ✓ | ✓ | ✓ | | | | Add Comments | ✓ | ✓ | ✓ | ✓ | | | Add Mentions | ✓ | ✓ | ✓ | ✓ | | | Full Collaborative Views Configurations(Add, Edit, Share, Delete) | ✓ | ✓ | | | | | Add Personal Views | ✓ | ✓ | ✓ | ✓ | ✓ | | View Trash for Application and Tables | ✓ | ✓ | ✓ | ✓ | ✓ | | Restore Data for Application and Tables | ✓ | ✓ | | | | | Backup Data on Application Level | ✓ | | | | | - Example: A user with the no-role at the workspace level can be assigned as Builder for the "Project Management" application, enabling them to create and manage tables within that application. | ⚠️ Invitations at the application level are restricted to existing users within the workspace. New users cannot be invited directly to an application; they must first be added to the workspace by a workspace admin. Once a user is part of the workspace, their access to specific applications can be managed through application-level roles | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | 3. Table-Level Roles Roles at the table level define what users can do within a specific table and take precedence over workspace-level and application-level roles. For example, a user assigned as a Builder at the table level can manage columns, data, and configurations within that table, even if their workspace role is more limited. | Actions/Role | Admin | Builder | Editor | Commenter | Viewer | | ------------------------------------------------------------------ | ----- | ------- | ------ | --------- | ------ | | Invite Members to Table | ✓ | | | | | | Manage Roles on Table | ✓ | | | | | | Remove Users from Table | ✓ | | | | | | View Table Contents (Collaborative Views) | ✓ | ✓ | ✓ | ✓ | ✓ | | Full Table Configurations (Add, Edit, Delete) | ✓ | ✓ | | | | | Full Columns Configurations (Add, Edit, Delete) | ✓ | ✓ | | | | | Full Data Configurations (Add, Edit, Import, Export, Delete) | ✓ | ✓ | ✓ | | | | Add Comments | ✓ | ✓ | ✓ | ✓ | | | Add Mentions | ✓ | ✓ | ✓ | ✓ | | | Full Collaborative Views Configurations (Add, Edit, Share, Delete) | ✓ | ✓ | | | | | Add Personal Views | ✓ | ✓ | ✓ | ✓ | ✓ | | View Trash for Table | ✓ | ✓ | ✓ | ✓ | ✓ | | Restore Data for Table | ✓ | ✓ | | | | | ⚠️ Invitations at the table level are restricted to existing users within the workspace. New users cannot be invited directly to a table; they must first be added to the workspace by a workspace admin. Once a user is part of the workspace, their access to specific tables can be managed through table-level roles. | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
Applications Permission Management
Application Admin can efficiently manage access by inviting members, adjusting roles, tracking member activity, and revoking permissions when necessary. Inviting New Members To add a new member to an application, follow these steps: 1. Within the workspace, hover over the application name. 2. Click the ellipsis (…) icon 3. Select "Permissions" from the drop-down list. This will open the permissions management panel for the application. 4. Click "Add Members", Ensure that the user has already been invited to the workspace before adding them to a specific application. 5. From the drop-down list, choose the member you want to invite. 6. By default, members are added as Viewers. To change their role, click on the role name and select the appropriate permission level from the drop-down list. 7. Confirm the Assignment: The selected user will now have the assigned role within the application. ⚠️ Users must be invited to the workspace before they can be assigned a role to an application. Modifying an Existing Member's Role To change a member’s role within an application: 1. Within the workspace, hover over the application name. 2. click the ellipsis (…) icon. 3. select "Permissions" from the drop-down list. 4. Find the Member whose role you want to modify. 5. Click on their current role. 6. select a new Role level from the drop-down list. For detailed information about roles levels, click here. 7. The updated role will take effect immediately. Searching for Members by Name To quickly locate a specific member within an application: 1. Within the workspace, hover over the application name. 2. click the ellipsis (…) icon. 3. select "Permissions" from the drop-down list. 4. Use the Search Bar, Under the Members tab. 5. enter the Member's name in the search field. Filtering Members by Role To filter application members based on their assigned roles: 1. Within the workspace, hover over the application name 2. click the ellipsis (…) icon 3. select "Permissions" from the list. 4. Click "All Roles" , Under the Permissions tab. 5. Choose the role you want to filter by. Removing a Member from an Application If a member needs to be removed from an application: 1. Within the workspace, hover over the application name 2. click the ellipsis (…) icon 3. select "Permissions" from the list. 4. Locate the member in the member list. 5. Scroll to the end of the table and click the trash icon next to their name. 6. A warning message will appear—click "Delete" to finalize the removal. ⚠️ Removing a user from an application will revoke their access to that specific application. Their permissions will revert to their workspace-level or team-level role if applicable. To learn more about **Permission Hierarchy, click **here. Managing Teams Permissions in Application Inviting New Teams To add a new team to an application, follow these steps: 1. Within the workspace, hover over the application name. 2. Click the ellipsis (…) icon 3. select "Permissions" from the drop-down list. This will open the permissions management panel for the application. 4. Click on Teams Tab 5. Click "Add Team", Ensure that the team has already been created in the workspace before adding them to a specific application. 6. From the drop-down list, choose the team you want to invite. 7. By default, teams are added as Viewers. To change their role, click on the role name and select the appropriate permission level from the drop-down list. 8. The selected team will now have the assigned role within the application. Teams must be created to the workspace before they can be assigned a role to an application. to learn how to create a team click here. Modifying an Existing Team’s Role To change a team’s role within an application: 1. Within the workspace, hover over the application name 2. click the ellipsis (…) icon 3. select "Permissions" from the drop-down list. 4. Click on Teams Tab 5. Find the team whose role you want to modify. 6. Click on their current role and select a new Role from the drop-down list. For detailed information about roles, click here. 7. The updated role will take effect immediately. Searching for Teams by Name To quickly locate a specific team within an application: 1. Within the workspace, hover over the application name 2. click the ellipsis (…) icon 3. select "Permissions" from the drop-down list. 4. Click on Teams Tab 5. Use the Search Bar, Under the Teams tab 6. write the team’s name in the search field. Filtering Teams by Role To filter application Teams based on their assigned roles: 1. Within the workspace, hover over the application name. 2. click the ellipsis (…) icon. 3. select "Permissions" from the list. 4. Click on Teams Tab. 5. Click "All Roles”, Under the Permissions tab. 6. Choose the role you want to filter by. Removing a Team from an Application If a Team needs to be removed from an application: 1. Within the workspace, hover over the application name. 2. click the ellipsis (…) icon 3. select "Permissions" from the list. 4. Click on Teams Tab 5. Locate the Team in the Teams list. 6. Scroll to the end of the table and click the trash icon next to the team’s name. 7. A warning message will appear—click "Delete" to finalize the removal. **⚠️ Removing a team from an application will revoke their access to that specific application. Their permissions will revert to their workspace-level or member-level role if applicable. To learn more about Permission Hierarchy, click **here.