Backstage members can be members of one or more organizations.
A member of an organization always has a role within that organization. This role determines what rights (accesses or actions) they can perform within the organization.
As a member of an organization, the Backstage user can also be a member of one or several workspaces, and in each of those workspaces they will also have a determined role.
Please see the tables below that explain the different possible organization and workspace roles.
More information on how to manage roles in an organization or in a workspace.
Organization roles
As a Backstage user, you are part of one or several organizations. Your role can be either Admin, Member, Organizer or Guest of the organization.
A special role, Entitlement manager, also allows users to allocate seats and advanced modules to your organization's workspaces and to download seat usage reports.
The following table summarizes the rights of each role:
Admin | Organizer | Member | Guest | Entitlement manager | |
---|---|---|---|---|---|
View organization details | ✓ | ✓ | ✓ | ✘ | - |
Edit organization details | ✓ | ✘ | ✘ | ✘ | - |
View organization members | ✓ | ✓ | ✓ | ✘ | - |
Add and promote organization members | ✓ | ✘ | ✘ | ✘ | - |
View workspace list | ✓ | ✓ | 🆕 ✘ | ✘ | - |
Create a new workspace | ✓ | ✓ | ✓(only test workspaces) | ✘ | - |
Add a member to a workspace (themselves or someone else) | ✓ | 🆕 ✓ | 🆕 ✘ | ✘ | - |
Promote test/pre-production workspaces to production | ✓ | ✓ | ✘ | ✘ | - |
Create a template from a workspace | ✓ | 🆕 ✓ | ✘ | ✘ | - |
View legal documents | ✓ | ✓ | ✓ | ✘ Can see them in a workspace or content hub |
- |
Edit legal documents | ✓ | 🆕 ✓ | 🆕 ✘ | ✘ | - |
View entitlements | ✘ | ✘ | ✘ | ✘ | ✓ |
Manage entitlements | ✘ | ✘ | ✘ | ✘ | ✓ |
Access/edit Veeva API credentials | ✓ | ✘ | ✘ | ✘ | - |
Workspace roles
As a Backstage user, you can be a member of several workspaces, each with a different role: Manager, Editor, or Viewer.
The following table summarizes the rights of each role:
Manager | Editor | Viewer | |
---|---|---|---|
Add or remove a member | ✓* | ✘ | ✘ |
Install/Uninstall modules | ✓ | ✘ | ✘ |
Edit workspace settings | ✓ | ✘ | ✘ |
Update workspace production status | ✓ | ✘ | ✘ |
Send emails | ✓ | ✘ | ✘ |
Add/Import content | ✓ | ✓ | ✘ |
Start live streams | ✓ | ✓ | ✘ |
View and export content | ✓ | ✓ | ✓ |
View analytics | ✓ | ✓ | ✓ |
Access/edit Veeva API credentials | ✘ | ✘ | ✘ |
* Regardless of their organization role, any workspace manager can add an existing organization member to a workspace.
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