Roles — admin, member, manager
What each role can do in a TalentOS workspace, and how to promote or demote people.
Every person in a workspace is either an admin or a member. Some members are also given a manager role over a department.
The three roles
Admin
Admins govern the workspace. They manage billing and settings, send invitations, create departments and assign managers, build and assign programs, and handle reviews. Admins are also full users of the product — they can be assigned programs and use the member tools themselves.
Admins don't appear in the member Directory. For how this affects your bill, see How seats are counted.
Member
Members do the work: they follow their assigned programs, run shared workflows, and submit checkpoints for review. Every member belongs to a department.
Manager
A manager is a member who's been given oversight of a department. Managers get a dedicated, read-only workspace scoped to their department — they can see the department's members, programs, and submissions, and open the full detail of any of them, but they can't change anything. Managers can't approve or send back submissions, edit programs, or manage people.
A manager is chosen from a department's members on the Departments tab. See Directory and departments for how to assign one. Admins aren't assignable as managers, since they already have full access.
Promoting and demoting people
Promoting and demoting is rolling out and may not be available in your workspace yet.
Admins can change a person's role between admin and member from the Workspace -> Directory tab.
- Promote a member to admin — grants full workspace access.
- Change an admin to a member — you'll pick the department the new member should belong to, since every member has one.
A workspace must always have at least one admin. You can't demote the last remaining admin — promote someone else to admin first.
If you demote yourself, you'll lose admin access and be moved out of the admin area. Make sure another admin remains before you do.