Roles and custom permissions

Every person in your workspace has one role. Roles decide what people can see and change, and every workspace's data is kept separate from every other workspace's at the database level.

Built-in roles

Owner, Admin, Manager, Mentor, Evaluator, Member and Viewer. Owners and Admins manage the workspace; Managers run programs day to day; Evaluators review applications; Viewers can look but not change anything.

Create a custom role

1. 1Go to Settings and open Roles & Permissions.
2. 2Choose + Create Role and give the role a clear name, such as "External juror" or "Funder viewer".
3. 3In the Permissions grid, choose exactly what the role can access.
4. 4Save the role, then assign it from Team Members or when you invite someone.