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Roles and permissions in moodcase

Which roles exist in a team, a workspace and its projects, and what they allow.

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Team roles

In the team you decide who can see, create or manage workspaces. Open the team menu at the top and choose Team Members.

  • Owner: the team belongs to the owner. This role is fixed.

  • Admin: can manage the team and its workspaces.

  • Member: can create workspaces.

  • Viewer: has only view permissions for all workspaces.

To invite someone, enter the email address under Invite User to Team, choose the role and click Send Invite.


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Workspace roles

For each workspace you also decide what a team member can do there. In the workspace, open the three-dot menu, choose Workspace Members and the Team Members tab. Each person has two settings.

Workspace sets what the person can do with this workspace:

  • Viewer: cannot create or manage anything in this workspace.

  • Collaborator: can create projects and folders in this workspace.

  • Admin: can manage the workspace, its folders and members, and add projects.

Projects sets what the person can do inside every project of this workspace. You choose from the same presets as when sharing a project: View only, Download, Client Selection, Review and Full Access.


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Invite collaborators

You invite collaborators to a single workspace, not to the whole team. In the Workspace Members window, choose the Collaborators tab, enter the email address under Invite Collaborator to Workspace, choose a preset and click Send Invite. The preset decides what the person can do in the projects of the workspace.


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Share single projects

For a single project you can also create shares with their own permissions, for example for clients. See Share Projects.

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