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Understand organization and project roles
Everyone in a Revis organization has one organization role: Owner, Admin, Member, Reviewer, or Viewer. On a single project, a project role (Project Admin, Contributor, Reviewer, or Viewer) replaces it, even when the project role is lower.
Before you start
- Who: everyone can see the roles. Only Owners, Admins, and Project Admins can give them.
- Where: in the web app, select Roles & permissions above the members list in Organization settings > Members or in a project's Project settings > Members.
Organization roles
| Role | What it's for |
|---|---|
| Owner | Everything an Admin can do, plus transferring ownership. Each organization has one. |
| Admin | Runs the organization: every project (Private ones included), members, teams, and settings. |
| Member | Creates projects, and uploads, edits, comments, and downloads in the projects they can open. |
| Reviewer | Comments and sets statuses. Can't upload, edit, or download originals. |
| Viewer | Read-only: plays media and reads comments. |
Project roles
| Role | What it's for |
|---|---|
| Project Admin | Like an Admin, for one project: its members, settings, and deleting. |
| Contributor | Like a Member, for one project. |
| Reviewer | Comments and sets statuses in one project. |
| Viewer | Read-only in one project. |
What each role can do in a project
| Action | Owner, Admin, Project Admin | Member, Contributor | Reviewer | Viewer |
|---|---|---|---|---|
| Open reviews, play media, and read comments | Yes | Yes | Yes | Yes |
| Comment and draw | Yes | Yes | Yes | No |
| Edit and delete your own comments | Yes | Yes | Yes | No |
| Set an item's status or a review's status | Yes | Yes | Yes | No |
| Upload media and create reviews and folders | Yes | Yes | No | No |
| Rename and edit items and reviews, and resolve comments | Yes | Yes | No | No |
| Share a review with a link | Yes | Yes | No | No |
| Download original files | Yes | Yes | No | No |
| Rename or archive the project | Yes | Yes | No | No |
| Delete items, reviews, and folders, and restore them from Trash | Yes | No | No | No |
| Edit or delete other people's comments | Yes | No | No | No |
| Add and remove project members, and accept access requests | Yes | No | No | No |
| Change the project's visibility, link sharing, and download settings | Yes | No | No | No |
| Delete the project | Yes | No | No | No |
- "Your own comments" covers comments, replies, and markers, not drawings. If someone else has replied to your comment, only an Owner, Admin, or Project Admin can delete it.
- A Reviewer's status rights cover the status only: they can't rename, reorder, or otherwise edit the item or review.
- Organization and project settings can turn some actions off for everyone, such as link sharing and downloads.
What only organization roles can do
| Action | Owner | Admin | Member | Reviewer | Viewer |
|---|---|---|---|---|---|
| Create projects | Yes | Yes | Yes | No | No |
| See every project, Private ones included | Yes | Yes | No | No | No |
| Invite people from Organization settings, change organization roles, and remove members | Yes | Yes | No | No | No |
| Create and manage teams | Yes | Yes | No | No | No |
| Change organization settings | Yes | Yes | No | No | No |
| Transfer ownership | Yes | No | No | No | No |
A Project Admin, whatever their organization role, can also invite people by email to their project. Anyone not yet in the organization joins it as a Member.
How roles combine
- Organization role: applies in every project you can open, unless you have a project role there.
- Project role: replaces your organization role on that project, even when it's lower. An Admin who is a Viewer on a project is a Viewer there.
- Team role: a team added to a project gives its members that project role, again replacing their organization role. In several teams on one project, you get the highest team role. A project role given to you directly beats a team role.
Who can give which roles
- In the organization: you can give roles up to your own, never Owner. An Admin can make another Admin.
- On a project: you can give project roles up to your own level on that project, never above it. A Project Admin can make another Project Admin. If you have no project role of your own there, your organization role sets your level (Owner and Admin count as Project Admin); a team's role doesn't count.
- Higher roles are protected: you can't change or remove someone whose role is higher than yours.
- Invitations: people who accept an email invitation join the organization as Members. Change their role afterward.
The Owner
- Each organization has one Owner, at first the person who created it. revis.io creates an organization for you when you sign up without an invitation.
- Admins can't change or remove the Owner, SCIM provisioning can't deactivate or remove them, and the Owner can't step down or leave. Ownership moves only when the Owner transfers it to another member, and the old Owner becomes an Admin.
- Deleting the organization and creating SCIM provisioning tokens are also reserved for the Owner. revis.io has no screen for either yet.
- If your organization has no Owner, contact Revis support to have one assigned.
Guests
People who open a share link aren't members and have no role. The link's settings decide whether they can comment, draw, set statuses, or download: see Comment, draw and set status as a guest.