Members who join a Tackle workspace will have different rights and restrictions from certain actions based on their pre-defined roles.
Tackle empowers workspace owners and admins to define other members' roles and permissions when they join the workspace or at any point in the future. To assign roles to your teammates, go to Members, where you can edit roles and add new members.
There are different types of roles you can choose from. To determine which role suits your members best, please get to know them in this view:
Role | Members | Billing | Calendars | Tags & Properties | Automations | Charts |
Owner | Invite and edit | Add and edit | Connect, view all, add properties to events | Create, edit and remove | Create, edit and remove | Create, edit remove |
Admin | Invite and edit | View only | Connect, view all, add properties to events | Create, edit and remove | Create, edit remove | Create, edit remove |
Billing admin | Invite and edit | Add and edit | Connect, view all, add properties to events | Create, edit and remove | Create, edit and remove | Create, edit and remove |
Editor | View only | View only | Connect, view based on permissions, add properties to events | Create, edit and remove | Create, edit and remove | Create, edit and remove |
Contributor | View only | View only | Connect, view based on permissions, add properties to events | View only | View only | View only |
Viewer | View only | View only | View only | View only | View only | View only |
Example of implementing Tackle:
Owner: a person who takes initiative for making the best use of Tackle, usually someone close to the leadership team in an organization or a team leader, but still operationally involved in making data analysis happen.
Admin: a person who needs similar rights to the owner and is similarly operationally involved in making data analysis happen. They do not require access to editing payment methods.
Billing admin: similar to admin, but has the rights to change payment methods on behalf of an organization.
Editor: a person who shouldn't be authorized to view everyone's calendars - these permissions can be granted by an admin or an owner. They are, however, authorized to take change on behalf of others, e.g. rethink a tagging or automations system.
Contributor: a team member who merely needs to add properties and tags to their own calendar events, but do not require wider functionalities - such as rethinking a tagging or automations system or what charts should go into reporting.
Viewer: a team member who is a mere consumer of Tackle insights but requires no need to add properties or tags to calendar events. These can be Executives or other members who aren't operationally involved in editing and analyzing data, but need to have access to high-level stats to make informed decisions.
Note: You can edit member roles in the Member section at any point in time. If you need to change workspace ownership, please follow this guide.