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Account Roles and Project Roles

Ensure that each member on your account has access to the appropriate features and permissions necessary to perform their tasks effectively.

Tiril Uggerud avatar
Written by Tiril Uggerud
Updated over 3 weeks ago

In Vev, account roles and project roles are separate.

  • Account roles determine a member’s permissions for managing subscriptions, hosting, and editor access.

  • Project roles define a member’s permissions within a specific project, whether they belong to the account or are invited as an Guest (external collaborator).


Account Roles

  • Owner: The one who creates the account will automatically be assigned as the owner of the account. The owner has access to everything on the account apart from draft projects, which are personal projects of the account members.

    If you need to transfer account ownership, please reach out to support, and we can help transfer the ownership to someone else on the account.

  • Admin: As an admin, you have full administration power on the account, much like the owner. In short, you can manage users, hosting options, integrations, subscription and billing details, as well as access to all editors.

  • Member: As a member of the account, you have access to edit projects based on your respective role description. Members are frequent and registered collaborators who have access to all features in your paid plan and can edit and create projects. They can access all or specific teams, and subsequently, the folders and projects within them. As a member, you cannot manage account users, subscriptions, and billing.

    • Designer: Access to all editors.

    • Content: Access projects in folders from the Content Editor. In your Drafts, you can access projects from all editors. (Only available on the Organization plan)

    • Developer: Access to all editors. (Only available on the Organization plan)

  • Guests: External collaborators on a project are called Guests. Guests are not full members of your account, they can only access the particular projects they have been invited to. Within each project, guests can be assigned different permissions to either have edit or view-only permissions. To enable publishing rights, invitees must be added as members at the account level. See project permissions.


Managing Member Roles

  1. Go to Account Settings

  2. Click "Members" in the left menu.

  3. Hover over the member whose role you want to change and click the edit (✏️) icon.

  4. Select a new role from the menu and click "Save".

Only Account Owners and Admins can change roles.


Removing Members

  1. Go to Account Settings

  2. Click "Users" in the left menu.

  3. Click the three-dot (⋮) menu next to the member’s name.

  4. Select "Remove user" and confirm.

Only Account Owners and Admins can remove members.

What happens when a member is removed?

  • They immediately lose access to the account.

  • Their profile is moved to a Free account.


Removing Guests

  1. Go to Account Settings

  2. Click "Guests" in the left menu.

  3. Find the guest in the list and click the three-dot (⋮) menu.

  4. Click "See details" to view their project access & permissions.

  5. Click the trash bin icon to revoke access and confirm.

If you prefer to remove a guest from within a project they have access to, you can do so from within the project itself.

Only Account Owners, Admins and Project Owners (for guests in their projects) can remove guests.

What happens when a guest is removed?

  • They immediately lose access to the project.

  • If they try to access it, they’ll see a "restricted access" message.


Overview of Project Roles

Project roles describe the access and permissions different members on your account, including guests, have on any given project.

  • Project owner: Project owners are able to delete, duplicate, and move a project between teams or folders. They are also able to change editing permissions and revoke access to a project. The project owner role is automatically assigned to the person who creates the project, provided they are a member of your account. When external collaborators create projects, project ownership is assigned to the account owner to which the project belongs. Project ownership can be transferred to another user by the current owner.

  • Collaborators can be either members or guests.

    • Members are users on your account who are not admins or owners but have access to the team and/or folder where a project is located. They have full access to the project and the ability to share it with others.

    • Guests, on the other hand, are external collaborators who are invited to work on a project. They have access to all the project content and can use collaborative features, but they are not full members of your account. Guests must be invited to individual projects in order to view and edit them, and they can't be given folder or team access.

Project Permissions

When inviting a guest, you can specify their access level to the project upon invitation. On a Free and Solo plan, you can invite others with View-only permission. On a Professional or Organization plan, you can invite guests with Edit and View-only permissions.

  • Edit: Guests with edit-only access can edit all Vev editors and share the project with others, but they can't publish or embed the project or manage integrations.

  • View: Guests with view-only access can view the project and leave comments, but they can't edit or publish the project.

Note: To enable publishing rights, invitees must be added as members at the account level.


FAQs:

Do you have Role Based Access Control?

Absolutely! We take security seriously, and our different account roles and project roles ensure that everyone has the access they need to work effectively and securely.

Can we all work on the same project at the same time?

Yes! Vev is a powerful collaboration tool designed to help teams work together seamlessly. As long as you've set up a team and created a folder for your project to live in, everyone with access to that team can work on the project at the same time.

Can I hide a project from someone on my team?

Yes, you can! If you create a project in your draft, only you can see that draft. However, you can invite specific people into that project draft if you want to give access to only certain individuals. Additionally, you can create teams (an organization plan feature) and give access only to specific members on your account, providing you with better control over who can access what on your account.

Can everyone on my account invite users?

No, only account owners and admins can invite others into the account. However, everyone on your account can share a project with whomever they want. We believe in giving our users the power to collaborate and share with ease, while still maintaining strict security measures.

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