Collaboration and Roles

Operations

Manage workspace members, assign base permission roles, define custom editorial capabilities, and set up author profiles.

1. Invite Members & Assign Base Roles

1. Navigate to Workspace Settings > Members.
2. Click Invite Member.
3. Input the collaborator's Email or User ID.
4. Select a base permission tier:
   • Owner: Full workspace management, billing access, and deletion rights.
   • Admin: Full access to settings, members, and custom configurations.
   • Member: Standard read-write access to planning, schedules, and articles.
5. Click Send Invitation.
6. To revoke access, locate the member in the list and click Remove.

2. Create Custom Editorial Roles

1. Go to the Editorial Roles settings tab.
2. Click Create Custom Role (e.g. "Draft Writer", "SEO Editor").
3. Check the specific capabilities you want to permit (e.g. Create Topics, Move Assignments, Publish Articles, Manage Media).
4. Click Save Role. Custom roles can now be attached to member profiles in the Members tab.

3. Set Up Public Author Identity

1. Go to your User Profile > Author Identity.
2. Enter your public Display Name and professional Role Title.
3. Upload a square Profile Image.
4. Add social links (Twitter, LinkedIn, GitHub).
5. Click Save Profile. This identity will map to the Author element of published workspace articles.