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All about roles for your Business workspace
Team permissions are available within the Business workspace and ensure that workspace members have access rights that align with their designated roles. We have established several levels of access to guarantee teams confidence in the security and privacy of their projects and information.
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It is important to note that roles are assigned within single workspaces. In cases where multiple Business workspaces exist, they operate independently regarding settings. Consequently, a member can be assigned different roles in each separate workspace.
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As the primary account holder, the Owner is responsible for managing the contract, creating the workspace, and overseeing billing. This role possesses managerial privileges, overseeing all features and functionalities within the workspace.
✅ - full control over the workspace
Managers hold a high-ranking role within a workspace, similar to the Owner, with the exception of not having access to billing information and not being able to delete a workspace. They oversee member access and permissions, and manage project editing and sharing. Managers can add, remove, and approve member requests, move projects between workspaces, and make projects public. They have full editing capabilities in the Studio, ensuring secure workspace management.
✅ - possesses nearly the same rights as the Owner
❌ - does not have access to billing information and cannot delete the workspace
Editors primarily work with 3D data, import CAD files, and create interactions and animations. While they can create folders and move projects within their workspace, they cannot delete projects or move them outside the workspace. Editors can be internal team members or external professionals managed by workspace managers.
✅ - ability to edit all projects within the workspace
❌ - lacks permission to:
Collaborators have restricted access, with the ability to view or comment on projects, but not to edit them, which ensures project integrity. They can see all shared projects within the workspace but must be approved by a manager to join, ensuring a secure method for sharing sensitive data. This role offers more expansive viewing capabilities compared to the Viewer role.
✅ - able to view all projects in the workspace and can perform all operations related to comments, except for deletion
❌ - inherits the same restrictions as the Editor, with the additional inability to edit projects
Viewers have restricted access, limited to only seeing projects for which they have direct links. While they are technically part of the workspace, they cannot see the overall content or project lists. This role is particularly useful for sharing projects privately without allowing these users to comment or see existing comments.
✅ - access only to view projects for which they possess a direct link
❌ - inherits the same restrictions as a Collaborator, with the additional limitation of not being able to see projects within the workspace
| Owner | Manager | Editor | Collaborator | Viewer | |
|---|---|---|---|---|---|
| Access to billing information | ✅ | ❌ | ❌ | ❌ | ❌ |
| Managing workspace members | ✅ | ✅ | ❌ | ❌ | ❌ |
| Deleting workspaces, folders, projects, comments | ✅ | ✅ | ❌ | ❌ | ❌ |
| Exporting projects and changing project sharing settings | ✅ | ✅ | ❌ | ❌ | ❌ |
| Project editing | ✅ | ✅ | ✅ | ❌ | ❌ |
| Access to view all projects and comments in workspace | ✅ | ✅ | ✅ | ✅ | ❌ |
| Read and add comments | ✅ | ✅ | ✅ | ✅ | ❌ |
| Viewing projects via direct links | ✅ | ✅ | ✅ | ✅ | ✅ |
Roles and permissions are customizable per workspace to ensure both functionality and security. Default roles like Manager, Editor, and Collaborator come with predefined permissions.
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For instance: private link sharing is activated by default in enterprise workspaces, with Managers able to override this setting per project. Editors and Collaborators cannot change these settings by default
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Only Vectary admins (sales team, success managers) have the authority to modify permissions and grant additional capabilities. Permissions are managed per role, per workspace for optimal access. For comprehensive role adjustments, please consult your success manager - https://www.vectary.com/business-contact
Owner or Manager role in a Business workspace can only invite other users who already have a Vectary account. If the person invited to the Business workspace does not have a Vectary account, they will get an email invitation that will lead them to register with Vectary and the workspace will be automatically added to their dashboard.
To invite a new member, access the workspace settings by clicking the + Invite button located in the upper right corner of the dashboard (or use the following link: www.vectary.com/dashboard/?workspace_settings=true)
Then enter their email address into the designated field, assign their Role (which can be changed at any time), and click the Invite button. The invited user will receive an email containing an invitation with a button to accept it.
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After accepting the invitation, the invited member will see the workspace added to the left side of the dashboard. This allows for easy switching between the personal workspace and the invited workspace.