WorkCanvas uses role-based access control to manage what a user can see or do within the product. On a canvas level, this includes whether a user can create and edit canvases, or only view those canvases. 

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What is a Member? 

A member is a general user on the account who holds a seat in the product. Members have access to the WorkCanvas home page, as well as any teams and projects that they are added to. A member can also create their own teams and projects, and add other members to them. Being a user on the account, members will also have access to the linked monday.com account.

For work on canvases in both teams and projects, there are two available member roles; Editor and Viewer. These roles ensure that work being created on a canvas can be accessed by a variety of members, but limit the actions each member can perform on the canvas itself.

 

Editor 

The "Editor" permissions are applicable within canvases. They are granted based on the permissions set in the teams and projects that members are added to. Editors can create new canvases and edit the canvases to which they have access. 

When adding members to an account, team, or project, the default member role is "Editor", granting that member permissions to create and edit canvases. 

 

Viewer 

The "Viewer" permission is granted based on the permissions set in the teams and projects that the member is added to. They will only be able to view canvases that they have been granted access to. Viewers cannot edit a canvas or leave comments, but they can participate in a vote being conducted on a canvas.

If you have created a Team, you can change the member role to "Viewer" via the Teammates section in the bottom left-hand corner, by clicking on "Manage Members". From the window that opens, use the dropdown arrow next to the member's name and select "Viewer". 

 

You can also change members' permissions within your Project by clicking on the three dots next to the project name and select "Manage members". From the window that appears, select the dropdown arrow next to the member's name, and select "Viewer".  

 

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.