Team Management

Setting up a team and managing permissions for each project and version

Learn how to set roles, responsibilities and team permissions for the purposes of collaboration, governance and auditing.

Managing team permissions for a new project

If you've set up a new project or created a new version, you will automatically be given 'Read', 'Write' and 'Approve' permissions for the project.

To edit your own permissions, simply hover over the 'Version Team' table with your cursor, over the row containing your details, and click the edit button that appears on the right-hand side.

In order to add new team members to your project, they'll need to be set up within your company account. Follow the steps below to learn how to add, remove and edit new team members, as well as setting them up with the right permissions.

Adding new team members to your Company

• Head to the Team page in your company settings

• Click ‘Add User’ and enter their name, email and name of the company they work for

• Use the toggle to add or remove company-level admin rights

• You can set come back to set their Swallow notification preferences after you’ve added them to their first project

Setting up project team permissions for your project

• Navigate back to your Projects screen

• Click ‘Add user’ and search for the person you’d like to add by email or name

• Click their name in the list to add them to your project (they’ll be added as ‘Read Only’ permissions by default)

• Choose which level of access you’d like to give them for this version of your pricing model. You can choose between the four levels of permissions:

  • Read only

  • Read and Write

  • Read and Approve

  • Read, Write & Approve

• In this edit screen, you can also edit the team member’s name or remove them from the project in future if you need to

• Save their permissions before exiting