When setting up your team, Creatopy offers a range of default roles you can assign to your teammates. The roles will determine what type of access they'll have within the team.
Default Roles
- Team owner
- Admin
- Template designer
- Designer
- Content editor
- Viewer
Below, you can find a visual representation of the available roles and their rights:
Rights | Roles → ↓ |
Team owner¹ |
Admin |
Template designer |
Designer² |
Content editor² |
Viewer³ |
View Designs |
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Comment |
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Create/Edit
|
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Download/Publish |
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Create/Manage Manage Folders |
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Light Editor
|
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Ad Studio
|
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Create/Manage Brand Kits |
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Create/Manage Projects |
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Create/Edit
|
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Create/Edit
|
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Brand Control |
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Add/Remove
|
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View/Edit
|
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View/Edit
|
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Delete Team |
Create Custom Roles
You can create additional roles and assign permissions to the newly created roles. This is available through the Enterprise plan. Creating a new role requires a Team owner or Admin role within your team.
To create a new role, follow these steps:
- Head over to Manage account.
- Go to Roles and permissions, which is located under the Team settings section.
- Click on Create new Role.
- Type in the name of the role.
- Choose the permissions⁴:
- Manage Team. You can create, edit, and delete teams. You can also invite members and assign roles within your team.
- Manage Projects. You can create, edit, and delete projects and invite members to collaborate.
- Manage Brand Kits. Create, edit, or delete brand kits. Customize logos, colors, typography, and brand elements.
- Manage Brand Templates. Create, edit, and set permissions for brand templates.
- Manage Feeds. Create, edit, or delete feeds. Modify and delete content (text, colors, images, etc.) within your feed.
- Download & Publish. Download designs in any format and publish through Ad Serving.
- Design in Ad Studio. Create and edit designs in the advanced editor.
- Edit in Light Editor. Edit content on designs and brand templates in our minimalistic editor.
- View. You can view files and folders shared with you.
- Once done, click Save Changes.
Important: Remember that every role—with the exception of the Viewer and Content editor roles—can invite someone to a team or project. However, only the Team Owner and Admin can approve or deny pending invitations.
Note¹: The Team Owner role is assigned to you by default when you sign up for a plan or create a new team.
Note²: Designers and Content editors can create folders in projects and not in brand templates.
Note³: The Viewer role is the only one free of charge. Any other type of user within a team can invite a Viewer.
Note⁴: It's important to consider that you won't be able to make any changes to the default roles, and you cannot create new roles with the same permissions as the default roles.