Participant roles
Understand the difference between workspace access and responsibility within a stage.
You choose workspace access and stage role without granting unnecessary admin permissions.
Learn with an example
One action at a time.
Understand the difference between workspace access and responsibility within a stage.
Step 1
The workspace role controls what someone can view and create.
Step 2
Reviewer is the most restricted workspace access and only sees shared work.
Step 3
Within a stage, a commenter joins the discussion but does not submit a decision.
Step 4
Approvers can comment and submit a decision.
Step 5
Client approver and internal approver have the same decision authority; the label describes context.
Step 6
Always use the lowest access level needed.
What you can do
You choose workspace access and stage role without granting unnecessary admin permissions.
Check these details
What do I need before I start?
- None. Read this before inviting someone.
How do I know I’m done?
You choose workspace access and stage role without granting unnecessary admin permissions.
Something didn’t work. What should I check?
- Being an approver in a stage does not make someone a workspace member.
- Being in a future stage does not unlock an internal version.
- A pending invitation is not active workspace access.
Continue your review
Participant roles
Understand the difference between workspace access and responsibility within a stage.