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User Roles and Permissions

In Redbooth there are three different user roles — admins, participants, and externals. If you are an organization Admin, you can change the role for any user by following the steps here.

Admins

Admins have the most permissions in Redbooth.  They can access all workspaces, invite users, update billing information, export/backup organization date, cancel accounts, and more. Your Pro or Business account is charged for each Admin you have. 

Participants

A participant is the most common role in Redbooth. They can create and manage their own workspaces and tasks, invite externals to workspaces, and just about everything else.  They cannot invite new paid users to Redbooth, or impact anything related to billing. Your Pro or Business account will be charged for each Participant you have.

Externals

Externals are like guests. They can access the workspaces they've been invited to, where they can create and resolve tasks, add comments and files, and more.  They cannot invite users or create their own workspaces.   The role is great for clients or contract users who simply need to check in on projects and add additional information as necessary.

Externals are Free and available on our Pro and Business plans. 

Roles and Workspace

Workspaces are the central part of your work in Redbooth. They are where your team works together and collaborates so there are no roles within a workspace — everyone is classed as a member.

  • Any member of a workspace can add an existing Redbooth user to that workspace. Only organization Admins can invite new members to Redbooth.
  • Only organization Admins and the workspace creators can modify specific workspace information. They can archive, delete, and rename workspaces.
  • Participants cannot remove members from a workspace. This permission is limited to organization Admins and workspace creators.

 

Deleting Users

Need help deleting a user from our servers?  This is a very severe change to your account and only account Admins can make this request. All information about this user AND their contributions to your account will be removed.

Email support@redbooth.com or use the Submit a Request form with the following information and request to have a user deleted from your org.

  • username
  • user email address
  • Organization ID

You can find your organization ID in your Redbooth URL. Click on your Profile Icon > Manage my organization.  The Org ID is the number captured in this url.  In the example below, the ID is 594574.

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