2️⃣ Workspace-Level Roles and Permissions

To be fully operational, you need to give the right roles and permissions to your workspace users.

What roles and permissions exist on the workspace level?

While the organization-level roles and permissions handle the administrative rights for your whole system, the workspace-level roles and permissions handle the following operational rights per the specific workspace(s):
  1. Content permissions
    1. View, Create, Edit, and Delete
    2. Rating
    3. Comment
    4. Attachment
  2. Tool permissions
  3. Workspace administration permissions

The different permissions are granted respectively of five different roles, i.e., Workspace Admin, Moderator, Evaluator, Scout, and Viewer. Please scroll down to see the details or click above either on content, tool, or workspace administration permissions. 

Within your "Organization Settings" page, you will also find an overview of all the roles and permissions granted. Click on the View icon under the tab "Permissions", and you will see the actions that users are able to perform.

Who and how can workspace roles be changed?

Workspace Administrators can assign a role or have the option to change a workspace-level user role in the "Users" tab.

Navigate to your profile on the bottom left and click on it. Here, you will find the option "Workspace Users". This will bring you to the user management section of your workspace. 

 

 

Here, you will find the list of all users that are part of your workspace. You can now either add new colleagues to join the workspace (2) or update any existing user role assignment (3). In both cases, you will be asked to assign the correct role (4). 

 

Please note that a user needs to be part of your ITONICS organization with a respective role on the organizational level before you can add them to your workspace

How are the roles and permissions tied together?

 

1. Content permission rights

 

    Workspace-Level Roles
Permissions   Workspace Admin Moderator Evaluator Scout Viewer
View All Elements   x x x x x
View All Draft Elements   x x x x x
View All Archived Elements
  x x x  x  
Create (Draft) Elements 
  x x x x  
Create (Published) Element 
  x x x x  
Edit All Elements 
  x x      
Delete All Elements 
  x x      
View all Ratings 
  x x x x x
Rate any element
  x x x    
Edit rating
  x x x    
Delete Rating
  x x x    
Manage* All Ratings
  x        
View All Comments
  x x x x x
Comment
  x x x x  
Manage* All Comments
  x        
Edit Attachment
  x x      
Delete Attachments
  x x      
Manage*: The term manage refers to all CRUD operations, i.e., create, read, update, and delete.

 

2. Tool permission rights

Please note that the availability of the tools depends on your subscription. If you have any questions, contact us at account_manager@itonics.de.

 

    Workspace-Level Roles
Permissions   Workspace Admin Moderator Evaluator Scout Viewer
View Explorer   x x x x x
View Radar   x x x x x
View Matrix
  x x x  x x
View Board 
  x x x x x
View Insights 
  x x x x x
View Network Graph 
  x x x x x
View all Roadmaps 
  x x x x x
View Signals Page in Elements 
  x x x x x
Pin Signals to Elements   x x   x  
Create/Edit/Delete Private Preset
  x x x x x
Create/Edit/Delete PublicPreset
  x x      
Manage* Subscribed Public Presets
  x x      
Create/edit/delete all Roadmaps
  x x      
Edit Milestone and Activity Types
  x x      
Configure Roadmap Layer
  x x      
Manage* All Campaigns
  x x      
Manage* All Submissions
  x x      

Manage*: The term manage refers to all CRUD operations, i.e., create, read, update, and delete.

3. Workspace administration permissions

Please note that an Application Admin must first create any workspace on the organizational level. After the creation, workspace admins can be assigned to the respective workspace.
If you have any questions, contact us at account_manager@itonics.de.

    Workspace-Level Roles
Permissions   Workspace Admin Moderator Evaluator Scout Viewer
Invite users   x        
Assign/update
user roles
  x        
Adjust workspace element configuration   x        
Adjust Workspace name/description   x        
Adjust Workspace visibility   x        

Currently, there is no option to customize the roles and permissions. However, this is a coming soon feature: [Coming Soon] Permission Configuration