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User Roles and Workspaces Management

Frédéric Derian avatar
Written by Frédéric Derian
Updated over 8 months ago

Overview

The User Roles and Workspaces management feature on the Share of Model™ Platform allows admins (users with the role : Organisation Owners) to manage access and roles for team members within their organization.

From the Share of Model™ Platform, Organisation Owners can:

  • Assign roles to users at the organisation level (for cross-workspace access).

  • Set granular permissions at the workspace level for specific team members.

  • Create workspace(s) within an organisation and set the credits allocated to each it.


Key Terms

  • Organization: The higher-level account for a company or holding.

  • Workspace: Sub-level environments within an organization (e.g., for brands or teams).

  • Role: Defines a user’s permissions (Viewer, Editor, Owner).

  • Admin/Owner: The primary user with permissions to manage roles, workspaces, and users.

User Roles and Permissions Structure

1. Organization-Level Roles

At the Organization level, roles apply across all workspaces.

Role

Permissions

Organization Guest

No special permissions tied to the organization. Permission set at Workspace level.

Organization Viewer

View all workspaces and analyses from an organisation.

Organization Editor

View and create analyses across all workspaces from an organisation.

Organization Owner

Can access and administrate the organization and its workspaces

2. Workspace-Level Roles

At the Workspace level, roles are specific to a single workspace.

Role

Permissions

Workspace Viewer

View analyses within a specific workspace.

Workspace Editor

Create and view analyses within a specific workspace.


Step-by-Step Guide

1. Access the Members Settings Page

  1. Log in to the Share of Model™ Platform.

  2. Click on your initials icon in the top right-hand corner

  3. Click on the Settings tab to manage users and roles.

Once on the Settings page, users can access 2 main section :

  • Workspaces

  • Members

2. Invite New Members

  1. Add a Member:

    • Click on "+ Invite".

    • Enter the user's email address.

    • Select a role (Organization level)

      • Organization Role: Guest, Viewer, Editor, or Owner.

  2. Send Invitation:

    • If the email is new, a welcome email is sent.

    • For existing “Guest” users, they are granted access without email notifications.

3. Manage Roles for Existing Users

  1. View Current Users:

    • From the Members page, see all current users with their organisation role

  2. Edit Permissions:

    • Select a user and update their role (e.g., Editor → Viewer).

    • Remove a user if needed.

4. Create and Manage Workspaces

  1. Go to the Workspaces List view.

  2. Create New Workspace:

    • NB : This feature is only accessible for Enterprise plan (not for Pro Plan with only 1 workspace available)

    • Assign a workspace name and credit limit. This credits allocated at organisation level. The Owner can distribute the credits between the workspaces in a customized way.

  3. Add Users to a Workspace:

    • Click Invite Member.

    • Enter the user’s email address.

    • Assign the Workspace Role (Viewer or Editor).

  4. Manage Permissions:

    • Update permissions for existing users within the workspace with an organisation role Guest.

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