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User Roles: Admins, Managers, Members & Guests

Assign the right permission to your team members and stakeholders

Gary Gaspar avatar
Written by Gary Gaspar
Updated over 2 months ago

Roles Overview

Learn how to customize permission levels so that your colleagues, collaborators, and clients only have access to the projects and settings they need.

  • Members: People internal to your company who report and collaborate on feedback, but can’t change any settings. This is the ideal permission for most stakeholders in your organization.

  • Managers: Managers can create projects, manage users, connect integrations, and configure widgets. Ideal for project managers and team owners.

  • Admins: Admins can do everything at the workspace level, including managing settings, and billing.

  • Guests: People external to your company who can be invited to specific projects to collaborate, but with limited abilities.

Note: When your widget is set to "Open", you can collect feedback from non-users. These reporters can only submit feedback, but cannot collaborate.

Permissions for each role

Guest

Member

Manager

Admin

Ideal for....

External stakeholders

Internal contributors

Project managers

Account owners

FEEDBACK

Guest

Member

Manager

Admin

Report feedback

✅

✅

✅

✅

View guests' feedback

✅

✅

✅

✅

View members' feedback

❌

✅

✅

✅

View feedback metadata

❌

✅

✅

✅

View session replay

❌

✅

✅

✅

View developer tools

❌

✅

✅

✅

View integration status

❌

✅

✅

✅

Delete your own feedback

✅

✅

✅

✅

Delete others' feedback

❌

❌

✅

✅

Export feedback to CSV

❌

❌

✅

✅

COMMENTS

Guest

Member

Manager

Admin

Add comments

✅

✅

✅

✅

Tag (@mention) guests and members in comments

✅

✅

✅

✅

Add member-only comments

❌

✅

✅

✅

View member-only comments

❌

✅

✅

✅

STATUS

Guest

Member

Manager

Admin

Change feedback status

❌

✅

✅

✅

PEOPLE

Guest

Member

Manager

Admin

Can be part of user groups

❌

✅

✅

✅

Invite Guests

❌

✅

✅

✅

Invite Members

❌

✅

✅

✅

Invite Managers

❌

❌

✅

✅

Invite Admins

❌

❌

❌

✅

Delete/Disable users

❌

❌

✅

✅

PROJECTS

Guest

Member

Manager

Admin

Create projects

❌

❌

✅

✅

Delete/Archive projects

❌

❌

✅

✅

SETTINGS

Guest

Member

Manager

Admin

Manage projects settings

❌

❌

✅

✅

Manage widgets

❌

❌

✅

✅

Manage feedback notifications

❌

❌

✅

✅

Manage integrations

❌

❌

✅

✅

Manage users & groups

❌

❌

✅

✅

Manage project access

❌

❌

✅

✅

Manage workspace settings

❌

❌

❌

✅

Manage authentication (incl. SSO)

❌

❌

❌

✅

Manage branding

❌

❌

❌

✅

Manage billing

❌

❌

❌

✅

Managing roles and permissions

To change the permissions of specific people, Admins & Managers can go under the user management menu and change the role for each user.

How to invite users (4 ways)

There are several ways you can invite users to your workspace.

A) Email domain whitelisting [RECOMMENDED]

Allow anyone in your company with specific email domains (eg: @company.com) to join your workspace automatically when they signup to Marker.io. Users who sign up through this method will be assigned the Member role.

Admins will be notified of each new user joining your workspace. Admins can verify workspace domains here.

B) Invite link

Each workspace comes with a secret invite link. For example, you can share this invite link in your internal wikis so that anyone can easily join your workspace.

Users who sign up through this method will be assigned the Member role. Admins will be notified of each new user joining your workspace.

C) Invite at the workspace level

Under the user management menu, your team can invite new team members and assign them the correct role and permission level.

Note: Guests cannot be invited at the workspace level, only at the project level. (see below)

D) Inviting Users at the Project Level

To invite Guests or restrict a Member to specific projects:

  1. Open the desired project.

  2. Select Manage Access.

  3. Enter the email address of the invitee.

  4. Click Invite.

  5. Choose their role: Guest or Member.

  6. Click Invite.

Note: Workspace admins will have access to all projects.

You can also invite a visitor who reported feedback via your widget to your project by clicking the "Add" button on their avatars:

How to Change a Team Member’s Role in Marker.io

Sometimes, you may need to adjust a team member's role—whether you accidentally added them as a Member instead of a Guest or want to upgrade a Guest to a Member. Here's how to do both.

Downgrade a Member to a Guest

If you mistakenly added someone as a Member but they should be a Guest, follow these steps:

Step 1: Remove the Member from Your Workspace

  1. Go to your Team Members page.

  2. Find the person you want to downgrade.

  3. Click the three dots next to their name.

  4. Select Remove from workspace or Cancel invitation (if they haven’t accepted yet).

Step 2: Re-Invite Them as a Guest

  1. Head over to the Project you want them to join.

  2. Click Project Settings → Manage Access.

  3. Enter their email address.

  4. Click Invite.

  5. In the dropdown menu, select Guest.

  6. Click Invite again.

Watch the below Loom video for a quick walkthrough

Upgrade a Guest to a Member

If a Guest needs more access, you can upgrade them to a Member, Manager, or Admin:

  1. Go to the Guest Settings page: Marker.io Guest Settings.

  2. Find the Guest you want to upgrade.

  3. Click on the Guest dropdown menu and select the new role (Member, Manager, or Admin).

  4. The person will now appear in the Team Members section: Marker.io Team Members.

Restrict Members to Specific Projects in Marker.io

Want to limit members' access to specific projects? Ensure your team members only see the projects they need, increasing both focus and security. Click here to read the full guide.

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