Before bringing team members and customers into the platform, it’s crucial to decide what level of access they should have: Admins and Collaborators.
Admins have comprehensive access to your company’s account. They can:
Submit design requests under your company’s profile
View all design requests submitted by your team
This role is ideal for team members who need full oversight and the ability to manage various projects.
On the other hand, Collaborators have limited access. They can:
Only see design requests that you specifically add them to
Only create and see design requests within the brand(s) you assign to them
Not view any other requests or sensitive company information
This role is particularly useful for adding customers or clients to the platform, allowing them to view specific projects without exposing them to other potentially sensitive company-level information.
By understanding the different access levels available, you can ensure that each user has the appropriate permissions, safeguarding sensitive information while still fostering a productive environment. Whether you're working with internal team members or engaging with clients, effectively managing user access will help streamline your projects and communication.
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