Step 01
Assign a role to each member
Group people by their responsibilities. An administrator manages the workspace, an editor maintains resources, and a viewer consults the resources made available to them. Decide which tasks each member actually needs to perform.
Step 02
Review the resource's permissions
Check access in the context of the vault and environment. A developer may need staging resources without access to production. In the interactive preview, changing Daniel's role or suspending James updates the permissions shown on resource details.
Step 03
Revisit access when work changes
Review permissions when someone changes team or leaves a project. Consult the activity history to understand recent changes. A suspended example member has no resource access until their access is enabled again.
Try the interactive preview
The product preview uses fictional resources. Explore it without connecting a service or changing a real workspace.
Explore the product