team settings

Team settings

Roles & User permissions

Check has three levels of permissions: Admins, Editors and collaborators:

• Admins: This role allows you to access every aspect of the workspace, including inviting new admins, connecting tipline messaging services, and removing members.
• Editors: The editing role allows you to create and edit items, manage lists and other organizational tools, and invite other users.
• Collaborators: They can create and edit items but can’t manage lists or other users.

For a comprehensive list of the permissions of collaborators, editors, and admins, reference this spreadsheet.

Invite new members to a workspace

As part of your workspace setup, you will add different levels of users:

1. Navigate to the Members settings page.
2. Click Invite.
3. Add a team member’s email address. To add more than one email, separate each with a comma: “example1@example.com, example2@example.com”.
4. Choose the member’s role. and click Invite.
5. We’ll send an email inviting your teammate to your workspace.

Edit a member’s permissions

To edit an existing member’s permissions:

1. Navigate to the Members settings page.
2. Under the Workspace permission column, click the dropdown menu next to their name.
3. Select their new role, then click Change role to [new role] to confirm your choice. For information on each role, see below.

Remove a team member

To remove a team member from your workspace:

1. Navigate to the Members settings page.
2. Click the three dots on the member's row you’d like to remove.
3. Click Remove.