Workspace Roles overview

Workspace Roles let you control which Libraries, Tests, and Task List locations each group of staff can access. Use roles when different teams should only see content relevant to their work.

Workspace Roles list showing Store Managers, New Starters, and Inventory Team roles with member counts and access summaries

What roles do

By default, all workspace members can access all Libraries, Tests, and Task List locations. Roles let you restrict this:

  • Assign a role to a group of staff
  • Configure which Libraries, Tests, or locations that role can access
  • Staff not in the role will not see the restricted content

Include future content

Enable Include future Libraries (or tests / locations) when configuring a role to automatically grant access to new content you add later.

How roles interact with permission levels

Roles control what content is visible. Permission levels (Viewer, Editor, Admin) control what actions a member can take. Both apply at the same time.

Next steps