Roles & User permissions
Check has three levels of permissions: Admins, Editors and collaborators:
Admins: This role allows you to access every aspect of the workspace, including inviting new admins, connecting tipline messaging services, and removing members.
Editors: The editing role allows you to create and edit items, manage lists and other organizational tools, and invite other users.
Collaborators: They can create and edit items but can’t manage lists or other users.
For a comprehensive list of the permissions of collaborators, editors, and admins, reference this spreadsheet.
Invite new members to a workspace
As part of your workspace setup, you will add different levels of users:
Navigate to the Members settings page.
Click Invite.
Add a team member’s email address. To add more than one email, separate each with a comma: “example1@example.com, example2@example.com”.
Choose the member’s role. and click Invite.
We’ll send an email inviting your teammate to your workspace.
Edit a member’s permissions
To edit an existing member’s permissions:
Navigate to the Members settings page.
Under the Workspace permission column, click the dropdown menu next to their name.
Select their new role, then click Change role to [new role] to confirm your choice. For information on each role, see below.
Remove a team member
To remove a team member from your workspace:
Navigate to the Members settings page.
Click the three dots on the member's row you’d like to remove.
Click Remove.