Roles and permissions overview

Updated

Learn about managing team members’ access to sensitive controls with roles and permissions.

Good to know

This overview covers the default roles and permissions. Enterprise customers and partners can also create custom roles to set which permissions they want team members to have.

Your Workspace has two types of roles for team members:

  • Workspace role — defines Workspace-level permissions and which site roles they can be assigned
  • Site role — defines site-level permissions and available actions

Workspace owners and admins can access the Workspace’s Team settings to manage seats and members. As you add members to your Workspace, you can control who can access sensitive controls (e.g., billing details) or take important actions (e.g., publishing a website) by assigning roles.

How the seat type determines the available roles

When you invite a new member to your Workspace, you select which type of seat they fill and whether they can publish. The seat type determines which Workspace role and Site role they can be assigned.

Role type Workspace role Site role
Full seat Owner, Admin, Site manager, Designer Site manager, Designer
Limited seat Marketer, Content editor Marketer, Content editor
Free seat Reviewer Reviewer
Freelancer or Agency Guest Guest Site manager, Designer

Compare Workspace roles and permissions

Each Workspace role includes a set of Workspace permissions and default site permissions. While some roles share the same Workspace permissions, their site permissions can differ significantly.

Workspace roles overview

  • Owner — manage all Workspace and site settings + design with all features
  • Admin — manage most Workspace settings and all site settings + design with all features
  • Site manager — manage all site settings + design with all features
  • Designer — design with all features
  • Marketer — create and edit pages using components
  • Content editor — only edits content
  • Reviewer — view and comment on sites
  • Guest — Agencies and Freelancers can be invited to design a client's site

Workspace permissions

Scroll right to see each role's Workspace permissions:

Permissions Owner Admin Site manager, Designer, Marketer, Content editor Guest Reviewer
Edit Workspace plan and settings
Add, update, or remove the payment card on file
Update invoicing settings
Download invoices
Access all sites in a Workspace ❌ (can access the sites to which they’ve been ❌ (can access the sites to which they’ve been ❌ (can access the sites to which they’ve been
Invite and remove members from the Workspace
Manage member permissions
Configure integrations
Update Workspace templates
Request transfer of Workspace ownership to an admin
Delete the Workspace
Transfer hosting between sites in a Workspace
Install and uninstall Apps
Manage in-development Apps (e.g., create new Apps, edit App metadata, etc.)
Install and uninstall Optimize and Analyze

Default site role assignments

When a teammate is assigned a Workspace role, they’re automatically assigned a default site role:

Workspace role Default site role Site role description
Owner Site manager Manage all site settings 
Design with all designer features
Admin Site manager
Site manager Site manager
Guest Site manager
Designer Designer Design with all designer features
Marketer Marketer Create and edit pages using components
Content editor Content editor Edit content
Reviewer Reviewer View and comment on sites

How to change site role assignments and publishing permissions

Growth, Agency, and Enterprise Workspace plans allow Workspace admins and site managers to modify site role assignments from an individual site’s Settings > Site access > Site role.

Growth and Agency plans can toggle the Can publish setting to On or Off to set publishing permissions.

Note

It’s not possible to change publish permissions for the site manager or reviewer roles. Members restricted from publishing can still publish individual CMS items that don’t impact in-progress designs.

Compare site roles and permissions

Scroll right to see each role's site permissions and scroll down to see the full permissions list:

Permissions Site manager Designer Limited designer* Designer (needs approval)* Marketer Content editor Reviewer
Transfer the site out of the Workspace
Archive the site
Purchase and manage a Site plan and billing information
Access design mode ✅  ✅ (on page branches)
Access build mode
Access edit mode
Create a read-only link to share the site
Create and edit pages using components
Create new classes ✅ (on branches)
Create new components
Modify existing classes, components, and variables ✅ (on branches)
Add existing components to page slots ✅ (on branches)
Edit component property values ✅ (on branches)
Create and delete Collections
Create, update, delete, and publish Collection items
Modify page settings (i.e., set page password protection, edit SEO title and meta description, etc.) ✅ (on branches)
❌ page passwords
Create page branches
Merge page branches ✅ (with approval)
Edit page branches ✅ (in build mode) ✅ (in edit mode)
Publish changes to the live site ✅ (can manage the site's DNS and 301 redirects) ✅ (only when you toggle Can publish on) ❌ (can publish single items in CMS Collections, but can’t publish the entire site) ✅ (only when you toggle Can publish on) ✅ (only when you toggle Can publish on)
View the Site Activity log
Export site as code
View and download form submissions in Site settings
Create an API token for the site
Share, install, and manage Libraries
Use components and variables from shared Libraries ✅ (on branches) ✅ (if already used on the site)
Install and uninstall Apps
Request reviews
Approve reviews
Create, view, and resolve comments
Preview sites
Modify Optimize and Analyze tracking settings
Create and modify Optimize experiences
Create and modify Optimize events, audiences, and goals
Create and modify Optimize variations
Enable and disable Optimize variations/experiences
View results of an active or past Optimize experience
View analytics report data

*Enterprise-specific roles. If you’re an Enterprise customer or partner and previously used these roles, they have been automatically converted to custom roles You can further customize them based on your team’s needs.

Site role limitations and notes

There are a few limitations and notes related to the above permissions for legacy Editor users, reviewers, and limited designers.

Legacy Editor users (formerly known as content editors)

Some of the above functionality may not be available for legacy Editor users working in the legacy Editor (rather than in edit mode). Legacy Editor users won’t be able to access site backups.

Reviewers

Members with the reviewer role are restricted to existing comment limitations. That is, they won’t be able to comment on components, Collection items in the CMS panel, or elements that are only visible through custom code or animations.

Limited designers

Note

If you’re an Enterprise customer or partner and previously used this role, it’s been automatically converted to a custom role. You can further customize this role based on your team’s needs.

About the default limited designer permission set:

  • Members can’t modify variables
  • Members can create new classes, including new combo classes from existing global classes
  • Members can override individual global class’s inherited values (e.g., individual “hero-section” and “grid” class values) in a new combo class. However, the overridden values in the combo class won’t affect the original values of the individual global classes.