Understanding user account permissions
Pitchly offers several levels of user permissions that can vary from workspace to workspace. Permission roles include; Admin, Write, and Read only.
Need more advanced controls?
If you need to assign permissions at the table level or restrict edits to specific fields, click here to learn how to set up granular permissions and read-only fields.
The permission guide outlines the authority of each role.
Role Permission | Admin | Write | Read only |
Read all content in an assigned workspace |  |  |  |
Download data |  |  |  |
Export templates |  |  |  |
Write to fields in an assigned workspace |  |  |
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Add new records to an assigned workspace |  |  |
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Create new or modify existing workspace(s) |  |
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Create team(s) |  |
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Assign or invite a user or team to a workspace |  |
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Change other users' access permissions |  |
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Install apps to a workspace |  |
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Manage permissions within apps for each workspace |  |
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Manage integration settings |  |
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Users with Write or Read permissions are able to export templates within the Elements app, however, they are unable to edit export templates unless granted access by an admin. Users with Read only permissions are able to populate forms only when shared and cannot edit templates.
Please note: If a user is a member of multiple teams with varying permission levels, the higher authority level will win.
Elements App Permissions
Admin users have the ability to manage Elements templates when granted access to the app within a workspace. Admins also have the ability to grant access to users with Write or Read permissions who require design permissions in the Elements app.
From the app side panel or apps home screen, select the Elements app
Click the cog icon to open the Manage Templates window
Click the cog icon to open the Manage Permissions window
Use the toggle to select which users in the account will have design permissions
We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.