Roles and Permissions
Ledger has four user roles: owner, admin, member, and guest. Review your role's permissions and learn what others can do.
Roles overview
- Owner: The person who set up the account. The owner creates the workspace and, therefore, owns the workspace. (e.g., business owner)
- Admin: Nominated by the owner, admin users manage workspaces, streams, settings, and billings. Admin shares most of the permissions with the owner and can invite members and guests. Exceptions include creating workspaces and changing workspace settings. (e.g., executive, manager)
- Member: Invited by the owner or admin, members are regular users with access to the workspace and all Ledger features. However, members do not have permission to manage streams and workspaces and access administrative features. Members can invite guests and create streams. (e.g., staff, associate)
- Guest: An external person who can be added to a single stream or direct message (DM) by an owner, admin, or member. A guest has limited access to Ledger features but is able to view information shared to the stream/DM they have been added to and reply to comments. (e.g., client, partner, vendor)
Using streams
| Owner/Admin | Member | Guest | |
|---|---|---|---|
| Join any public stream | ✅ | ✅ | |
| View any private or public stream* | ✅ | ||
| Create a stream | ✅ | ✅ | |
| Convert a stream to private | ✅ | ✅ | |
| Rename a stream | ✅ | ✅ | |
| Change a stream's status | ✅ | ✅ | |
| Archive a stream | ✅ | ✅ | |
| Delete a stream | ✅ | ||
| Create tasks | ✅ | ✅ | |
| Create events | ✅ | ✅ | |
| Send messages | ✅ | ✅ | ✅ |
| Edit/delete messages | ✅ | ✅ | ✅ |
| Send @broadcast | ✅ | ✅ | |
| Upload files | ✅ | ✅ |
*View any private or public stream: Owners can view any type of stream (public or private), including streams they haven't been added to.
NOTE: The owner and admin cannot access other member's direct messages.
Using Ledger
| Owner/Admin | Member | Guest | |
|---|---|---|---|
| Send DMs | ✅ | ✅ | |
| Integrate applications | ✅ | ✅ | ✅ |
| Use shortcuts | ✅ | ✅ | ✅ |
Using workspaces
| Owner | Admin | Member | Guest | |
|---|---|---|---|---|
| Create a workspace* | ✅ | |||
| Delete a workspace | ✅ | |||
| Invite new members | ✅ | ✅ | ||
| Invite guests | ✅ | ✅ | ✅ | |
| Remove members | ✅ | ✅ | ||
| Rename a workspace | ✅ | |||
| Add workspace description | ✅ |
*Create a workspace: The number of workspaces that can be created depends on the Ledger plan.
Administration
| Owner/Admin | Member | Guest | |
|---|---|---|---|
| Change Ledger plan | ✅ | ||
| Update payment method | ✅ | ||
| Upgrade users | ✅ | ||
| Upgrade storage | ✅ | ||
| View payment history | ✅ |
How to change Ledger roles
- To change roles for an admin or member user, simply go to the workspace settings and select the pencil icon next to a user's name. Then, select the chosen role. Changes will apply immediately.
- To upgrade a guest to a regular member, click Add Teammates in the sidebar OR visit workspace settings. Then, enter the guest's email under Workspace Members and click Invite Member. This guest will automatically be upgraded to a member.