Once you’ve labeled your collaborators with Contributor Types, you’ll want to define their Contributor Roles, which control exactly what they can view or edit inside Yoho.
This lets you safely bring in freelancers, partners, or content creators with just the right level of access.
To create a new Contributor Role:
Go to Settings > Creative Central > Contributor Role
Click the “+” Add Contributor Role button
Enter a Role Name (e.g., Freelance Designer, Client Reviewer)
Use the permissions list to select what this role can do:
Access the Planner
View or create Ideas
Edit or assign Assignments
And more, all granularly defined
Click Save
You’ll now be able to assign this role when adding a new contributor to your team.
Haven’t created Contributor Types yet? You’ll need one first. Set up a Contributor Type.