šŸ’Ŗ Guide: Member Roles

Orchestra has 4 roles for every type of entity:

  • Owner
  • Editor
  • Member
  • Guest

The breakdown:

1) Member

Is just a regular workspace/chat participant

āœ… Can:

  • send messages to every chat they've been added to
  • add other members to chat
  • create new chats: Tasks, Groups, Channels etc.
  • create new Projects

šŸš« Cannot:

  • edit chat fields and description
  • edit chat title

2) Editor

It's like an Admin, but we called it Editor.

Can do everything that a Member can, plus:

āœ… Can:

  • edit chat title, fields and description
  • edit (add, remove) members
  • grant other members the Editor role

and keep this rights to for all nested chats. So Project Editor sees (and can join) any of the chats created in this Project even if they are not added to it.

šŸš« Cannot:

  • delete chat
  • transfer ownership of the entity

3) Owner

By default, this role is given to the chat creator. This role can be granted by another owner. Has full access to chat and its member management. God mode, if you like.

āœ… Can:

  • delete the chat
  • transfer ownership to another user
  • delete other members messages
  • assign chat to another member when creating a task from a message

and keep this rights to for all nested chats.

4) Guest

Is a role made for external people you can connect to any specific chat.

āœ… Can:

  • access only Tasks/Channels they've been added to
  • be an Assignee of any task by another member

šŸš« Cannot:

  • access to Projects, Workspace chats
  • send personal messages to anybody (only Member can do it first)
  • see members' personal info and contacts

Guest role is the best for:

  • vacancy candidates,
  • investors,
  • freelancers & contractors,
  • partners

Additional: If the member was chosen in the Assignee field, they acquire an Editor role in this chat. So any other Member or even Guest can be granted these rights in any task.