How to manage the permissions of your workspace members
Control what each member can see and do in your Vieolo workspace, per member or per permission.
In Vieolo, every member of a workspace has a set of permissions that decide which modules they can open and what they can do there, such as viewing, adding, editing, or deleting ReChive entries. You can change the permissions of one member from "Members" with "Modify permissions", or review a single permission across all members with the "Permission manager" in "Workspace settings". The owner always has every permission.
Permissions work together with access levels, which decide which records a member can see inside a module. See Access levels and sensitivity levels.
Who can change permissions
- The owner can change the permissions of every other member.
- A member with the permission "Edit other members' permissions" can change the permissions of other members, except the owner, themselves, and anyone else who has the same permission. These people are listed under "Members you can't modify".
- Only the owner can give or take away "Edit other members' permissions".
Change the permissions of one member
- Open "Members" from "Workspace settings".
- Open the "⋮" menu of the member and click "Modify permissions".
- On the "Permissions" page, switch individual permissions on or off.
- Set the member's access level for each module that has one, from 1 to 3.
The permissions are grouped by module. Turning off the main view permission of a group also turns off the other permissions of that group, since a member who cannot see something cannot edit or delete it either.
Review one permission across all members
The "Permission manager" shows the same permissions from the other side: instead of everything one member can do, it shows everyone who can do one thing. This is the quickest way to answer questions like "who can delete ReChive entries?"
- Open "Workspace settings" and select "Permission manager". On mobile, it is a tile on the workspace page.
- Select a permission. The "Overview of a single permission" page lists the members "With permission" and "Without permission".
- Click a member to give or remove the permission.
- To review access levels, select an access level instead. The "Overview of an access level" page shows the level of every member.
You need the permission "Edit other members' permissions" to open the permission manager.
Permission groups
- ReChive permissions: view, add, edit, and delete entries, add, edit, and delete tags, and the ReChive access level.
- RePloyee permissions: view, add, edit, and delete employees, roles and requirements, and employee documents, and the employee access level.
- Workspace permissions: edit the workspace details, share workspace data (needed for share targets and for viewing and downloading files), and manage members, products, assets, and bank accounts. This group also holds "Edit other members' permissions".
- Connection permissions: view and manage connections and their bank accounts, and the connection access level.
Starting permissions of new members
When you invite someone, you choose their starting permissions in the invitation. By default, new members can view members, connections, and products, view and edit ReChive entries, and add ReChive tags, and all their access levels are 1. See Invite other members to a workspace.
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