When inviting a team member to Filestage, you can assign them specific roles -Admin, Manager, or Member - based on their responsibilities and access requirements.

Moreover, these roles can be easily switched later on, giving you the flexibility to adapt as your team evolves.

Below, you'll find a table that provides a quick overview of each role's permissions with a more in-depth explanation of each role and its associated permissions. This will provide you with detailed insights into what each team member can or cannot do.

What are the roles for team members in Filestage?

Click on the "►" symbol in the table to access more in-depth explanations of each role and permission.

	Admin Best for business owners and company administrators.	Manager Best for employees who need full access to all projects.	Member Best for anyone who only need access to specific projects.
Access to all projects This permission determines whether a team member can access all of the team's projects or only those to which he or she has been invited.	✅	✅	ℹ️ Can only see the projects to which he or she has been invited
Manage projects Create, rename and delete projects Create projects using project templates Create, rename and delete reviewer groups Add and remove project collaborators Add and remove project reviewers Change reviewer settings of reviewer groups	✅	✅	✅
Upload new files Upload new files to projects	✅	✅	✅
Manage team Invite and remove team members Create, edit and delete roles Edit the team name and delete the team	✅	❌	❌
Manage the subscription View subscription details and invoices Change plan and payment details	✅	❌	❌
Manage the branding Change the team branding	✅	❌	❌
Manage project templates Create, rename and delete project templates Create, rename and delete reviewer groups in project templates Change reviewer group settings in project templates	✅	✅	❌
Manage Apps Add and remove apps from projects Manage notifications sent to app projects and channels Change settings for existing apps	✅	✅	✅
Manage automations Create and delete automation Activate or pause existing automations	✅	✅	✅
View Insights View project metrics and data	✅	❌	❌

The same information can also be found in the roles page of your account. Please note that it is accessible only to admins.

Are there customizable Roles?

In the Enterprise plan, you can create individual roles for your team to manage the permissions more accurately. Feel free to write to us if you are interested in respective roles: support@filestage.io.

💡What´s next? After understanding roles, see how Manage your team members!

Let us know if you have any questions by reaching out to us on chat or emailing us at support@filestage.io! We're always happy to help!