What are workspace roles?
Roles control what features a member has access to in a workspace. Workspace Owners and Org Workspace Admins can assign roles to members in a workspace to set what members can do. Roles are unique to each workspace. So, if you belong to multiple workspaces, you’ll have a role for each workspace you belong to.
Permissions, on the other hand, determine the level of access within a document or for data.
Roles provide access to features, such as Filing or XBRL.
Permissions provide access to documents and data, such as a specific document or section.
So, to set the overall access in a workspace, assign the role needed for feature access and set permissions based on the file or document.
Note: There are also roles at the organizational level for those that manage all workspaces and people in your organization. See Organization Roles for more details.
Can you assign multiple roles?
If you assign multiple roles, the role with the most access takes precedence. For example, if you assign a member both the role of Editor and Limited Starter, the access provided by Editor will be applied to the member. As such, you normally only need to apply the role that gives the most access needed.
What roles are available?
There are several different workspace roles available, each with their own level of access to features. For a detailed list of role abilities, see Workspace Roles.
There are additional roles available for SOX & Internal Audit. For more details, see Overview of Database Roles.