3 min read

Feature

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. 

Let's go ➡️

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 and any workspaces and projects to which they are added. They can also create their own workspaces and projects and add other members to them. As users on the account, members will also have access to the linked monday.com account.

There are two available member roles for working on canvases in workspaces and projects: Editor and Viewer. These roles ensure that work created on a canvas can be accessed by various members, but limit the actions each member can perform on the canvas itself.

Editor 

The "Editor" permissions apply to canvases. They are granted based on the permissions set in the workspaces 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, workspace, or project, the default member role is "Editor," which grants that member permissions to create and edit canvases. 

Viewer 

The "Viewer" permission is granted based on the permissions set in the workspaces 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 workspace, you can change the member role to "Viewer" via the "Members" section to the right of the workspace name. Click on the "Members" button, and from the window that opens, use the drop-down arrow next to the member's name and select "Viewer".  

You can also change members' permissions within your Project by clicking on the "Members" button next to the project name and selecting the drop-down arrow next to the member's name.

You can also choose to "Remove" a member from your workspace or project by selecting "Remove" from the dropdown menu next to the member's name.

Tip: To change the member role from "Viewer" to "Editor," follow the above steps and choose "Editor" from the dropdown list 👆