Manage Team Permissions

Table Of Contents

Learn how to manage your team’s permissions in Realworks, including how to allocate administrators with full edit access and team members who have more limited site wide access.

Only admins can:

Each active Team Member and admin takes up one ‘seat’ on your subscription.

Interactive Guide #

Click ‘Get Started’ to see how:

Step by Step Guide #

  1. Click the user profile icon in the top-right corner to open the menu and select ‘profile’ to enter the admin portal.
Profile menu clicked from the dashboard, opening account and organisation options.

2. Head to the Products section.

Products section opened, showing available products linked to the organisation.

3. Select Realworks.

Realworks product selected, opening the subscription management page.

4. This opens your Realwork subscription page, scroll down to see users.

Team members page updated, showing the invited user as pending.

5. This is where you manage user permissions.

Team permissions section displayed, showing team member and admin access columns.

6. Team Members can only view the forms they’ve created.

Team member permission selected, giving access to created forms only.

7. Admins have access to all forms, can update subscription settings and manage users.

Admin permission selected, giving access to forms and user management.

8. Ensure to save your changes after making any permission updates.

Save changes button clicked, saving updated team permission settings.