In Teamhood there are 3 levels of access control:
Organization level roles
You can define organization account owners by being owner yourself. First user who creates company account, becomes owner by default. Later that user can promote other people to account owners.
Owner can do the following:
– Activate/deactivate users
– Promote users to owners
– Remove users as owners
– Change subscription / change plan / add more licenses / reduce number of licenses
– Access billing data
You can manage ownership, users and subscriptions by clicking on your avatar and choosing “Users and Licensing” menu. If you cannot see that menu – you do not have ownership role.
All other (non-owner) users will be regular systems users who participate in workspaces. Those users will not be able to access Owner panel. You can invite people from here or directly from any workspace. Read more about different ways of inviting users into Teamhood,
Workspace level roles
Each workspace can have a different group of people working in it. By inviting someone to workspace, you are granting access to data in that workspace. You can read more about best practices on how to structure data in Teamhood.
There are 4 roles to choose from when inviting or managing users in workspace scope:
– Workspace Administrator
Administrator has all the rights to modify anything inside the workspaces. Including workspace deletion and other workspace member management. Ideally there should be at least 2 administrators per each workspace, but also not too many to reduce risks of deleting/removing essential data.
– Workspace Manager
Workspace manager is a reduced privilege role also capable of modifying anything inside the workspace, except deleting it. This is optimal for risk management if you need more people who can edit workspace structure but you want to restrict deletion.
– Workspace Collaborator
Collaborators can only modify work item related data but cannot change workspace structure (boards, rows, workspace settings) and also cannot invite other users into workspace. This is an ideal role for functional specialist in your team who performs daily tasks.
– Workspace Reader
Workspace reader can only view items. Other collaborators can still assign reader to items.
You can configure workspace roles by clicking on workspace title and navigating to “Members” menu.
Workspace members management view
Read more about inviting people here.
If you have questions or above guide is not enough contact us!