Before Inviting members to your Gridly company, you need to understand that a member in your company has two roles (Company Role and Project Role) and belongs to one or many company groups.
What is Company Role?
A company can have many members. Each member in a company have their own Company Roles.
Company Roles define a user's right at the higher, company level. There are 3 default roles: Owner, Admin, and User.
As for what each of these company roles can do, it’s summarized in the following table. Check out our article about Permission Overview for more information:
Role |
Owner | Admin | User |
Privileges |
Transfer ownership Manage company information Manage Billing Perform Admin actions |
Manage groups Manage company roles Manage members Manage API keys Manage company integrations Manage projects Manage translation memory Manage LQA Manage locales |
Restricted access Participate in project |
Learn how to manage company roles: Managing Company roles.
What is Project Role?
Project Roles dictate how a user can interact with content in a given Project. Check out our article about Permission Overview for further information.
There are 5 available Project Roles in Gridly:
- Creator: can fully manage databases, grids, and views
- Editor: can edit columns and records in shared views
- Translator: can work in the assigned languages in the shared views
- Viewer: cannot edit in shared views
- Localization Manager: can edit records and localization features.
Project roles can only be customized if you are on the ENTERPRISE plan. To add a customized project role:
- Go to Company settings → Project role (or open this link: https://app.gridly.com/company-settings/project-roles/4), then click Add Role.
- Grant the abilities by clicking the toggle.
Learn how to change a member's Project's Role here
The differences between a Company Role and a Project Role
A member of your company has two roles, which are Company Roles and Project Roles. Project Roles, again, dictate how a user can interact with content in a given project, and Company roles define a member’s rights at the higher, company level.
What is a Company Group?
A Company Group is a group of members who have access to the specified projects/databases and shared views. Each member of a company belongs to a company group.
There are 2 default company groups in Gridly:
- Full access: have the full access to every Grids and their shared views. Members whose Company Roles are admins and owners are automatically added to this company group.
- Translator: have access to views that are shared by the Owner or Admin.
You can edit accesses of a company group and add more members to the group in the Company settings. Learn how to manage groups: Groups.