Roles and organizations

Who can use this: Roles that can manage users. Creating an organization needs the account manage permission. Teams are on Grow, Scale and Enterprise plans.

A workspace can hold several organizations, each with its own members, roles, sites and content. A role decides what a person can do in an organization or team.

Work with organizations

1. Open Settings, then Organizations under Access Control.

2. Click New organization and enter a name.

3. Open an organization to edit its Manage details, Members, Roles and Teams.

Under Manage you set the name, description, timezone, date formats, languages, legal company details and logo.

Switch the organization you are working in from the organization button at the top of the sidebar.

Limits by plan

• Free and Launch: 1 organization.

• Grow: 3 organizations.

• Scale: 10 organizations.

• Enterprise: 25 organizations.

Understand roles

Each organization comes with these roles: Organization Admin, Marketing Manager, Content Creator, Editor, Analyst, Viewer, Commerce Manager and Commerce Viewer. Teams have Team Viewer, Team Content Creator, Team Editor, Team Support Agent and Team Manager.

These built-in roles are locked. Their permissions cannot be changed and they cannot be deleted. The workspace owner always has every permission.

Create a custom role

1. Open an organization and choose Roles.

2. Click Edit Matrix, then Add Role, and enter a name.

3. Tick the permissions for the role.

4. Click Save Changes.

A CMS workflow step you add gets its own permission here too. See Workflows and approvals.

Give someone a role

Open Members in the organization and choose a role when you invite someone or edit their access.

Delete an organization

Deleting an organization runs in the background. If you drop to a plan that allows fewer organizations, the extra ones become read-only until you remove some or upgrade. The oldest organizations stay fully usable.

Related

• Invite, remove and restore members

• Plans, invoices and VAT

• Security