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Assign a Rank to a User

First of all, know that you have 4 ranks in addition to the rank of leader automatically assigned to the creator of the group. These ranks are global to your group, if you wish to only change permissions for a specific project, visit this article instead.

The ranks are:

- Owner: This role is automatically assigned to the creator of the workgroup and cannot be reassigned. The Owner has the same permissions as the Administrator. As the founder, the Owner cannot leave the workgroup.

- Administrator: Has full visibility over all projects in the workgroup. They can manage all projects, invite new members, manage members' notes, and access company information and data. Administrators can also spend tokens across all company projects. Additionally, they can modify the group's subscription, update the bank card, and view and download invoices.

- Collaborator: He is a simple member except that he can create projects, he will automatically be assigned the role of project manager on the projects he has created (and only these). He can spend tokens on the projects he has created.

- Guest: He only sees the projects to which he is assigned, he cannot create projects. He can spend tokens only if he has the "Spend tokens" role on a project.

To assign or change a user's rank in your workspace, go to the Members section from the left-hand menu. This page lists all the users in your workspace along with their email, current rank, and last connection date.

 

To change a user’s rank:

  1. Find the user you want to modify in the list.
  2. Click on the edit icon at the end of the row.

This will open the assignment window.

Inside the pop-up:

  • Click on the Rank dropdown menu.
  • Select the new role you want to assign (e.g., Admin, Manager, Project manager, or Member).
  • Once selected, click Confirm to apply the change.

The user’s rank will be updated immediately after confirmation.

Also note that giving a user a rank will always remove the old one, as a user can only have one company rank at a time.

In case of problem or difficulty, do not hesitate to contact the platform team.