Global roles
Global roles are assigned by a platform administrator. They determine what a user can access across the entire Collabase instance.| Role | What they can do |
|---|---|
| Admin | Full platform access — manage users, Spaces, and all global settings |
| Collaborator | Normal user — can access Spaces they are invited to, and create content within them |
| Viewer | Read-only access — can read content in Spaces they are explicitly invited to, but cannot create or edit anything |
Space roles
Within each Space, members have a Space role that controls their permissions in that Space specifically.| Role | Permissions |
|---|---|
| Owner | Full control — manage members, configure all Space settings, and delete the Space |
| Admin | Manage members, configure automations, create and edit all content |
| Member | Create and edit content, run automations manually |
| Viewer | Read-only — can comment if the Space allows viewer suggestions |
What each role can do by app
| Capability | Owner | Admin | Member | Viewer |
|---|---|---|---|---|
| Create and edit pages | ✅ | ✅ | ✅ | ❌ |
| Publish / verify pages | ✅ | ✅ | ✅ | ❌ |
| Create test cases and suites | ✅ | ✅ | ✅ | ❌ |
| Start test runs | ✅ | ✅ | ✅ | ❌ |
| Record test results | ✅ | ✅ | ✅ | ❌ |
| Create and edit automations | ✅ | ✅ | ❌ | ❌ |
| Run automations manually | ✅ | ✅ | ✅ | ❌ |
| Manage Space members | ✅ | ✅ | ❌ | ❌ |
| Change Space settings | ✅ | ❌ | ❌ | ❌ |
| Delete the Space | ✅ | ❌ | ❌ | ❌ |
How roles are additive
Global roles and Space roles layer on top of each other. A global Viewer who is invited to a Space as a Member can create and edit content in that Space, because the Space role grants additional permissions beyond the global baseline. A global Admin has full access everywhere, regardless of their Space role in any individual Space.When in doubt, grant users the global Collaborator role and invite them to Spaces individually with the appropriate Space role. This gives you precise control without over-permissioning.
Group access
For large teams, inviting users one at a time becomes impractical. Groups let you grant Space access to many users at once.Create a Group
Go to Settings → Groups and create a new Group. Add the users who should belong to it.
Grant the Group access to a Space
Open the Space settings and navigate to Members. Add the Group and assign it a Space role. Every member of the Group inherits that role in the Space.
