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Access Controls in Saturation
Access Controls in Saturation

Saturation offers secure access controls to ensure that you can collaborate effectively while maintaining the right level of security.

James Bowman avatar
Written by James Bowman
Updated over 5 months ago

Saturation offers a comprehensive system of access controls to ensure that you can collaborate effectively while maintaining the right level of security for your projects. This article outlines the various levels of access and roles available within the platform, along with detailed descriptions of each role's capabilities.

Workspace Level Access

At the top level, users can be given access to the entire workspace. This allows them to see all projects within that workspace. The available roles at this level are:

  1. Owner

    • Has full control over the workspace

    • Can manage all aspects of the workspace, including billing and subscription

    • Can add, modify, or remove users and their roles

    • Has access to all projects and can perform any action within them

    • Can issue expense cards and perform bill pay operations

  2. Admin

    • Has administrative control over the workspace

    • Can manage users and their roles (except for other Admins or Owners)

    • Can create, edit, and delete projects

    • Has full access to all projects within the workspace

    • Can issue expense cards and perform bill pay operations

  3. Editor

    • Can view and edit all projects in the workspace

    • Cannot manage users or billing

    • Can create new projects

  4. Commenter

    • Can view all projects in the workspace

    • Can add comments to projects

    • Cannot edit project content or create new projects

  5. View Only

    • Can view all projects in the workspace

    • Cannot edit, comment, or create new projects

Special Workspace Role: Accountant

There is an additional workspace-level role called "Accountant" that provides financial access. Two Accountant roles are included in the Production tier.

  • Accountant

    • Has read-only access to financial data across all projects

    • Can view budgets, actuals, and other financial reports

    • Cannot edit project content or manage users

    • Can issue expense cards and perform bill pay operations

Expense Management Features

Saturation includes robust expense management capabilities for certain roles:

  • Expense Card Issuance: Owners, Admins, and Accountants can issue expense cards to team members. These cards can be used for project-related expenses and are tracked within the platform.

  • Bill Pay: Owners, Admins, and Accountants have the ability to perform bill pay operations, allowing for efficient management of project and company expenses directly through Saturation.

These features enhance financial control and streamline expense processes within the workspace.

Project Level Access

Within each project, you can set more granular access controls. A project typically includes budget and actual financial data. The available roles at the project level are:

  1. Admin

    • Has full control over the project

    • Can edit all aspects of the project, including budget and actuals

    • Can manage user access for the project

    • Can delete the project

  2. Editor

    • Can edit all aspects of the project, including budget and actuals

    • Cannot manage user access or delete the project

  3. Commenter

    • Can view the entire project

    • Can add comments to the project

    • Cannot edit project content or financial data

  4. Viewer

    • Can view the entire project

    • Cannot edit, comment, or make any changes to the project

Share View

Saturation also offers a feature called "Share View" which allows for broader collaboration. This feature enables you to share specific views with team members who may not need full access to the project or workspace.

  • Share View Recipient

    • Can access only the specific view that has been shared

    • May have view-only or comment access, depending on the settings chosen by the sharer

    • Cannot access other parts of the project or workspace

For more information on Share View, please refer to our dedicated article: Share View: Collaborate with More of Your Team

Access Hierarchy

The access control system in Saturation follows a hierarchical structure:

  1. Workspace Access: Broadest level of access, covering all projects

  2. Project Access: More specific, limited to individual projects

  3. Share View: Most limited, providing access to specific views only

By utilizing these different levels of access, you can ensure that each team member has the appropriate permissions for their role in your organization. Remember that higher-level access (e.g., Workspace Admin) generally includes all the permissions of lower-level roles within that scope.

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