Manage Project Roles and Members
Project roles and members in Authorium define what users can access and do within a project, helping teams collaborate in a structured and organized way. Roles set permissions, while members are the individuals assigned to them. This guide explains what project roles are, how members are assigned, and how managing them supports effective teamwork By default, the user who creates a project is assigned as the Project Owner, though this can be changed later.
What are Project Roles?​
Project Roles are permission-based profiles that determine what users can do inside a project. For example:
- Project Owners and Project Managers can add or remove members.
- Editors can modify documents and project information.
- Contributors may only view limited content.
Some roles are pre-defined and include non-editable permissions. Others can be customized to suit specific needs, such as creating a Legal Reviewer or Contract Reviewer role. Custom roles are global and can be added to any project.
Project Roles are distinct from Organization Roles, which control platform-wide access.
What are Project Members?​
Project Members are individuals assigned to one or more roles within a project. Their assignments determine who can collaborate, review, and perform tasks at both the project and stage level. Members may be:
- Global Members: have access to the entire project.
- Stage Members: have access limited to specific workflow stages.
Who Can Manage Roles & Members?​
Only Project Owners and Project Managers can configure project roles, permissions, and memberships.
Why Manage Roles & Members?​
Managing project roles and members allows your organization to:
- Standardize collaboration: ensure consistent permissions across projects.
- Secure access: control who can view or edit sensitive documents and workflow stages.
- Support team flexibility: assign roles that match different responsibilities.