User Roles and Permissions

Understanding access levels in My Client Docs

Owner

The project creator with full control over the project.

Permissions:

  • Create and delete projects
  • Manage all project settings
  • Invite and remove team members
  • Assign and change user roles
  • Edit and delete any content
  • View all project data and analytics

Admin

Administrators with extensive control, second only to the owner.

Permissions:

  • Manage project settings
  • Invite and remove team members
  • Assign and change user roles (except Owner)
  • Edit and delete any content
  • View all project data and analytics

Restrictions:

  • Cannot remove the Owner
  • Cannot delete projects

Editor

Team members who can contribute content to the project.

Permissions:

  • Create and edit pages
  • Upload and manage media
  • Comment on content

Restrictions:

  • Cannot manage project settings
  • Cannot invite or remove team members
  • Cannot change user roles
  • Cannot delete projects

Viewer

Team members with read-only access to the project.

Permissions:

  • View all published content
  • Download permitted files
  • Leave comments (if enabled)

Restrictions:

  • Cannot edit or create content
  • Cannot manage project settings
  • Cannot invite or remove team members
  • Cannot change user roles
  • Cannot delete projects

Important Notes

  • The Owner role is unique and cannot be assigned to other users or removed.
  • Admins have nearly full control but cannot remove the Owner or delete projects.
  • Editors are limited to content creation and editing.
  • Viewers have read-only access to the project.
  • Project owners can customize role permissions for their specific needs.