There are five types of roles one can have on a Board – Creator, Collaborator, Approver, Reviewer, and Viewer. Actions that can be performed by users depend on the role they are assigned. A board has two broad ends – One who creates content, the other who accepts (approves) it. Roles are tied typically to one or the other, except for Viewer.
- Creators can add content, work on feedback, and add versions. Can take workflow actions like requesting shortlists, and sending files and boards for review.
- Collaborators can perform all activities like a Creator but cannot take workflow-related actions – like requesting shortlists or sending for review.
- Approvers can shortlist, review, and provide feedback on files. Can take workflow actions like approving, completing shortlists, and requesting revisions.
- Reviewers can perform all activities like Shortlisting files, review and feedback on files, but cannot take workflow-related actions – like Shortlist Completion, requesting revision or approving.
Viewers, as the name suggests can only view the board & its content and comment on them
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Last modified: March 23, 2025