For the complete documentation index, see llms.txt. This page is also available as Markdown.

Workspace roles

A workspace role is a reusable set of access choices for members. It can limit page access, event and retail-plan access, recipe-item visibility, item creation, pricing changes, and cost and profit access.

Full-Access is the default role for members who do not have a custom role. It is read-only in the role list because it represents the normal workspace access, not a role you edit. Restrictions begin when you assign a custom role.

Custom roles are explicit restrictions. When a page does not appear as a restriction in a custom role, the member keeps access to that page. Use a custom role when a person needs a consistent, narrower set of permissions than Full-Access.

The role list shows Full-Access separately from editable custom roles.

Workspace Roles list showing Full-Access as the default role and custom role rows with assignees and edit actions.

Use Create and manage workspace roles to define the access choices, then assign the role from Members.

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