Managing user roles in a contract

Roles and permissions

A role is a user attribute that defines a set of permissions for the user. Contract roles define permissions for contract management, whereas workspace roles define permissions for workspace management.

The available contract roles are:

  • Owner - Users with this role can edit their contract members list, create and delete workspaces, and see all workspaces in the contract.

    Users who have the contract role of Owner (also known as a contract owner) can invite new people who are not already present in Connect, into their Connect contract, as well as invite any of these people into their contract’s workspaces.
  • Admin - Users with this role create and delete workspaces, and see all workspaces in the contract.

  • Member - Users with this role can create workspaces in the contract.

The available workspace roles are:

  • Owner - Users with this role can edit the workspace, edit flows, toggle flows' active/inactive status, toggle flows' real-time/ordinary status, and edit workspace credentials.

  • Admin - Users with this role have the same permission set as that of the Owner role.

  • Integrator - Users with this role can edit flows, toggle flows' active/inactive status, toggle flows' real-time/ordinary status, and edit credentials.

  • Guest - Users with this role can browse the workspace.

A full set of contract permissions does not automatically mean a full set of permissions for every workspace. A user with the contract admin role may only have the Guest role in a certain workspace, or the contract admin may have no permission to access a workspace at all.

Setting user roles

A contract owner, or a workspace owner or admin can edit roles of existing members in their contract or workspace, respectively.

Users with these roles can also set roles individually for other users they add to their respective contract or workspace.

Only a contract owner can set roles for new users they invite to their contract or workspace.

Editing an existing user’s contract role

To change the role of a user who is already a member of your contract:

  1. As a contract owner, click Members under CONTRACT SETTINGS in the navigation menu.

  2. On the Members page, locate the existing user and click their Edit member’s roles (pencil) icon.

    Edit member’s role
  3. In the resulting dialog box, choose the user’s new contract role from the Find role drop-down, and then click the x next to the user’s current/old contract role (to remove it) on this dialog box.

  4. Click Save.

Editing an existing user’s workspace role

To change the role for a user who is already a member of your workspace:

  1. As a workspace owner or admin, ensure the correct workspace is selected from the top drop-down of the navigation menu.

  2. Click Workspace under ORGANIZE in the navigation menu.

  3. On the Workspace page, locate the existing user and click their Edit member’s roles (pencil) icon.

    Workspace - navigation menu
  4. In the resulting dialog box, choose the user’s new workspace role from the Find role drop-down, and then click the x next to the user’s current/old workspace role (to remove it) on this dialog box.

  5. Click Save.

Adding a user to a workspace

To add a user to your workspace and set this user’s workspace role:

  1. As a workspace owner or admin, click Workspace in navigation menu.

  2. On the Workspace page, click Add new member, and in the resulting Add new member section, select the existing User (in the contract) and the Role this user will have in this workspace, from the respective drop-down menus.

    Add new member - role
  3. Click Add.

Inviting a new user to a contract

To invite a new user to your contract and set this user’s contract role:

  1. As a contract owner, click Members in navigation menu.

  2. On the Members page, click Invite new member, and in the resulting Invite new member section, specify the new user’s Email address and their Contract role from the drop-down menu.

  3. ( Optional ) If you also want to add this new user to an existing workspace, click Specify invitee’s workspace to expand this section, and then select the Workspace this user will belong to and the Workspace role the user will have, from the respective drop-down menus.

    Members - invite new member
  4. Click Send invite and the new user will be emailed their invitation and details on how to join your Connect contract.

Inviting a new user to a workspace

To invite a new user to a workspace and set this user’s contract and workspace roles:

  1. As a contract owner, click Workspace in navigation menu.

  2. On the Workspace page, click Invite new member, and in the resulting Invite new member section, specify the new user’s Email address, their Contract role, and the role this new user will have for this workspace (within Workspace role), from the respective drop-down menus.

    Invite new member
  3. Click Send invite and the new user will be emailed their invitation and details on how to join your Connect contract and workspace.

Note: Inviations that have been sent but not accepted display in a Pending list of the bottom of the list of users. Invitations expire automatically after 30 days if they are not accepted.

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Invite new member - send invite

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