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    • sitereconlogo
      SiteRecon Help Center
      • Introduction to Plato
      • How can Plato be used in your organization?
      • What's new on Plato?
      • What are property views?
      • How do you create views?
      • Introduction to SiteRecon
      • How does SiteRecon work?
      • Measurement feature types on SiteRecon
      • Sign up and begin your free trial
      • Invite users
      • Workspace roles
      • Organizational code
      • My Properties dashboard
      • Data correction feedback in the "awaiting approval" stage
      • Interacting with the map data
      • Placing an order for a single property
      • Instant Parking Lot
      • Uploading bulk properties
      • DIY measurements
      • FAQs on order measurement property
      • Editing tools
      • Creating "Views" in a property
      • Add a new feature layer
      • Create a custom feature layer
      • Selecting tools
      • Basics of the editing tools
      • Create snapshots
      • Create notes
      • Move or edit notes
      • Leaving comments
      • Duplicating the notes to another view
      • Notes panel
      • Presentation mode
      • How to share a property
      • How do we change the property level sharing setting?
      • How to change a user’s permission for a property?
      • Export excel
      • Share map links
      • Pipedrive CRM
      • BOSS Integration
      • ServiceMinder Integration
      • Manage subscription
      • Buy more credits
      • How do you invite someone to the workspace?
      • icon picker
        What are the different roles in the workspace?
      • Set a feature as default orderable
      • Set default layer setting
      • Install Plato App
      • Sign up to Plato
      • Login to Plato
      • Invite/Manage your team in your workspace
      • Search or filter existing properties on the dashboard
      • Create New Property
      • Open your property map
      • View takeoffs mapped by SiteRecon
      • Rename your property address
      • Nearby properties from your current location (dashboard)
      • Notes on Plato
      • New and simplified flow of note creation on Plato
      • Using the notes filter
      • Identify different types of notes with tags colors
      • How to create a note?
      • How to update a note?
      • How to delete a note?
      • Add feedback on the property
      • Assign a note
      • Resolving a note
      • Comment and mention on notes
      • Export your site audit report from notes
      • Sharing notes
    • How to update your billing admin?
    • How to sync a property
    • Downloading a Property

What are the different roles in the workspace?


User roles in SiteRecon are classified into four levels. Inviting someone to a specific role gives them access to a particular level.

Admin

Being Admin of the workspace, you can -
Control the workspace.
Order new properties
View and Edit all the properties in the workspace.
Access and Edit all the views of all the properties in the workspace.
Manage the credit system of the workspace.
Invite other users such as Creator, Viewer, or Guest.
Once users are added you can make them additional Admin of the workspace.
Define property-level access for each user in the workspace; you can choose between all workspace properties access and Invited properties only access.
You can invite users to a property with Editing or Viewing rights.
Define the access level for each property in the workspace; you can choose between - Everyone in the workspace can access it, Only people invited to the file can access it, or Anyone in the link can access it (public link).
Remove users from properties.
Delete users from the workspace.
Re-invite removed users to the workspace.

Creator

Being the creator of the workspace, you can -
Order new properties.
View and Edit properties in the workspace depending on permission level access set by the admin and the properties created by other creators.
Access and Edit all the views of a property.
Create new views of a property.
You can invite users to a property with Editing or Viewing rights.
Define the access level of a property in the workspace; you can choose between - Everyone in the workspace can access, Only people invited to the file can access, or Anyone in the link can access(public link).
Remove users from properties.

Viewer

Being a Viewer of the workspace, you can -
View properties in the workspace depending upon permission level access set by the Admin.
Edit a property only if the Admin or Creator gives permission.
You can invite other users to a property with Viewing rights.

Guest

Being a Guest in the workspace, you can -
You can view the properties to which you are invited.

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