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 can 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 |
Billing | Free | Paid | Paid | Paid |
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 | ✅ | ✅ | ✅ | ✅ |
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) Invite at project level
Finally, you can invite new users to each project. If the new person has a matching email domain they will automatically be added as a Member to the workspace.
By default, when you create a new project, all workspace members will have access, but Managers and Admins can toggle that option off and select specific people instead.
Guests can only be invited via this method, and cannot be part of the Workspace members group.
You can also invite a visitor who reported feedback via your widget to your project by clicking the "Add" button on their avatars:
