Managing team permissions

How to manage permissions for your team members

The Portant Team plan has a few different roles that you can use to manage your team and keep your workflows running smoothly.

In this article you will learn

1. The different roles and what they do

2. How to change a team members role

The different team roles and what they do

There are 5 different roles that can be present within a team. The first role, the team owner, is set by whomever purchased the Portant Teams plan. The other roles can be given to any team member that joins the Owners team.

Please contact support to change the team owner.

Here is a list of what the different roles are able to do:

	Manage Billing	Manage Users	Create Workflow	Run Workflow	View Workflow
Owner	✅	✅	✅	✅	✅
Admin	-	✅	✅	✅	✅
Editor	-	-	✅	✅	✅
User / Runner	-	-	-	✅	✅
Viewer	-	-	-	-	✅

File permissions

Here is a list of the access grated to each user when they join a team

App	Owner + Admin + Editor	User / Runner + Viewer
Google Sheets + Forms [Source]	✏️ Edit Access	👀 View Access
HubSpot, Copper, Tally, Glide, Excel [Source]	Not changed by Portant - Managed by app	Not changed by Portant - Managed by app
Google Docs, Slides, Sheets and PDFs [Template]	✏️ Edit Access	👀 View Access
Gmail + Outlook [Email]	✏️ Edit Access	👀 View Access
Google Drive Folder	✏️ Edit Access	✏️ Edit Access

Note - Permissions can be changed outside of Portant. There are the permissions granted by Portant when a user is added to a team

Role
Owner	The owner of the team can do everything. They can manage the billing details They can add and remove users. They can change their permissions. They can create, edit and run workflows.
Admin	The Admin level can do everything the Owner can apart from manage the billing details.
Editor	The editor can create, edit and run workflows.
User/Runner	The User/Runner can only run workflows that have been set up by another member of their team. They can't edit anything within the workflow, but they can view outputs from the workflow.
Viewer	The viewer can view all the workflows and the outputs they have created.

How to change a team members role

When you add someone to your team, you will be able to select which role they join the team with. This defaults to 'Editor'.

To change the role of a team member please visit the team management page.

In the Role column of the team members table you will be able to select and change each user's permissions, like this:

You can also remove a team member from your team using the last option on this drop down list.

Feedback and feature suggestions

We created Portant in 2021, and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback, please feel free to send us an email at [e-mail] or use our contact form here: https://www.portant.co/support