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Change user's role and permission in a workspace

In every workspace of Coast, every person has a role, each with its own level of permissions and access. Permission settings let you decide what people can do inside each workspace. You can choose from the following options in each workspace:

  • Admin - Able to create, edit, comment on, view, and delete cards.
  • Editor - Able to edit, comment on, view cards. Editors are not able to create new cards or delete them.
  • Personal - Able to create, edit, comment on, view and delete cards that they have been assigned to or have created themselves. Unable to access cards assigned to or created by other people.
  • View Only - Able to view cards. Not able to create, edit, comment on or delete cards.

Here's two quick examples on how you can use this:

  1. You want to create a schedule where only your managers can create the schedule and staff members can only view the whole schedule. You would set all your managers as an Admin and all your staff members as View Only. Now only your managers can create and edit the schedule, and staff members can only view the schedule.
  2. You want to allow your team to create time off requests but not allow any other team member to see the  time off request. You would set every team member as Personal. Now only you can see the time off requests created by any of your team members.

Steps to set permissions in each workspace:

Mobile
Desktop
  1. From the home screen, click into the workspace that you want to set permissions for.
  2. Tap the name of the workflow group in the top middle.
  3. Scroll down and click "Members".
  4. Click the 3 dot icon on the right of a member's name.
  5. Select a role for the member.
  6. Repeat for each member of the workspace.

    Note: Selecting a role for a member only affects the one workspace you've chosen it for. You'll need to repeat this process for each workspace that you want to set permissions for.
  1. From the home screen, click into the workspace that you want to set permissions for.
  2. Click the name of the workflow group in the top middle.

  3. Find and click "Members".
  4. Click the 3 dot icon on the right of a member's name.
  5. Select a role for the member.
  6. Repeat for each member of the workspace.

    Note: Selecting a role for a member only affects the one workspace you've chosen it for. You'll need to repeat this process for each workspace that you want to set permissions for.