SenseTask enables you to set specific roles and access levels for users, ensuring that each person has the appropriate permissions within the platform. By configuring roles, you can manage who can view, edit, and control content within different workspaces.
Configure user roles #
To view and adjust a user’s role and access in specific workspaces, go to Settings > Users and click on the desired user.
You can choose from three roles:
- Administrator: Full access to the platform, with visibility across all workspaces.
- Member: Limited access, restricted to specific workspaces.
- Guest: Restricted access to specific workspaces, with the ability to upload documents but no permissions to review, export, or delete documents.
User access to a workspace #
To grant a user (with Member or Guest access) permissions in one or more workspaces:
- Go to Settings > Users and select the user.
- In the Add to Workspace dropdown at the bottom of the page, specify the workspace.
- Repeat this process to add the user to multiple workspaces, if needed.