Roles and permissions

In CELUM Work, roles and permissions decide which actions you can do in your organisation and in a Workroom. Your Workroom role also decides your access to Workroom parts.

All Workroom users will have the following set:

Organisational permissions. These permissions are valid for all Workroom.

More information

You can find out more about organisational permissions in the CELUM Cloud Account online help.
Role set inside a Workroom (Workroom role). This role gives you a set of permissions for a particular Workroom. If a user is deactivated in the organisational account, they will lose their Workroom role in all Workrooms within the organisation. If the user is reactivated, they will regain their initial role.

Optionally, your actions in a Workroom can be ruled by the following:

Dynamic role (for example, a task list owner role). Dynamic roles are meant to be assigned to give more power and responsibility to selected people.
If any restrictions have been set (for example, creation restriction robot).

Roles set inside a Workroom

A person in a Workroom can be a moderator, a contributor, or a visitor. Moderator has the most permissions, while the visitor has the least permissions in a Workroom.

Role	Permissions
Contributor (can see all assets and tasks and can manage them)	Work on the taskboard. Work with tasks/subtasks. Work with assets and folders. See all people in a Workroom. Collaborate with all people in a Workroom. Subscribe to a Workroom with CELUM Drive.
Moderator (has all permissions that a contributor has with extra permissions described)	Manage the team (invite, update roles, and remove). Customise a Workroom in the Workroom wizard. Customise the look and feel of task lists. Appoint task list owners. Delete other people's comments.
Visitor (sees only assigned tasks and all tasks in the task lists they own)	See the taskboard (can't see the asset explorer and the people page). See all task lists. See all tasks/subtasks on the task list where they are task list owners. See tasks/subtasks assigned to them. For tasks/subtasks a visitor can (as task list owner or task/subtask assignee): See tasks attachments and attach assets from computer. See fields and values of an added form in "Additional information" section. See subtasks. See all asset versions. Upload new asset versions of task attachments. Delete asset versions. See asset activities. See asset details (except asset location in asset explorer and in CELUM Content). Comment on task and assets attached to a task. Mention moderators, the task creator, other task assignees, and other task list owners in a comment.

Which role to assign in a Workroom?

The contributor role is perfect for people who:

Are not concerned with setting up the workflow of the Workroom.
Will actively work on tasks and with assets.

The moderator role is perfect for people who:

Invite the necessary people to create a team.
Set up the workflow.
Make sure that everybody has the correct role in a Workroom.

The visitor role is perfect for people who:

Focus on their work.
Collaborate with a handful of selected people.

How to become a moderator?

You can become a moderator in 3 ways:

If you create a Workroom, you are automatically its moderator.
A moderator invites you to their Workroom as a moderator.
A moderator updates your role to moderator.

Dynamic roles

Dynamic roles are assigned to give more power and responsibility to selected people inside a Workroom.

A task list owner is the responsible person for a specific task list in the Workroom. As task list owner (with a contributor or moderator role) with the task list owner robot on a list, you will be responsible for either editing and moving or just editing the tasks. As a visitor and task list owner, you will be able to see all tasks on lists where you are task list owner.
A task assignee is responsible for a specific task. As a contributor or moderator, you don't get any special permissions with this role. As a visitor, you will able to see all tasks assigned to you.