Account Permissions

Organizations have Admins and Members.

  • Admins - have full access, including organization settings.
  • Members - cannot make changes to the organization, remove members or delete the account.

Workspaces are created by Organization Admins. Organization Admins and Members may be given access to individual Workspaces within an Organization based on the following Workspace permission levels:

  • Viewer - Read/view only
  • Editor - Viewer access + make changes and upload documents
  • Managers - full access

Permissions may be adjusted in the settings page, either in Workspace Settings or Organization Settings.

If you are removed from an Organization, and are not a member of another Organization, your account will be deleted after 30 days. This is not reversible. If you are removed from a Workspace you will still be a member of the Organization, even if you cannot see any of the Portfolio in any Workspaces.