Create a Workspace Role

Create a Workspace Role to control which Libraries, Tests, and Task List locations a group of staff can access.

Create a role

1. In the left navigation, click Roles (or Accesses).
2. Click Create Role.
3. Enter a name for the role.
4. Optionally add a description.
5. Click Save.

Configure Library access

1. In the role edit view, find the Libraries section.
2. Toggle Enable Library access on.
3. Select the Libraries this role should access.
4. Enable Include future Libraries to auto-grant access to new Libraries you create later.
5. Click Save.

Configure Test access

1. Find the Tests section in the role edit view.
2. Toggle Enable Test access on.
3. Select the Tests, then click Save.

Configure Task List location access

1. Find the Locations section.
2. Toggle on, select locations, click Save.

Add members

See Add members to a role.

Delete a role

Open the role → ⋯ icon → Delete role.

Note Deleting a role restores full access for all members assigned to it unless they are in another role.

Related articles

• Workspace Roles overview
• Add members to a role