Manage team permissions

Portant Teams uses five roles so you can decide who can build, run, and view workflows. This page covers what each role can do, the file access Portant grants when someone joins, and how to change a member's role.

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Team roles

Every team has one Owner (the person who bought the plan). All other roles can be assigned to anyone you invite.

To change the team Owner, contact support.

Role	Manage billing	Manage users	Create workflow	Run workflow	View workflow
Owner	✅	✅	✅	✅	✅
Admin	-	✅	✅	✅	✅
Editor	-	-	✅	✅	✅
User/Runner	-	-	-	✅	✅
Viewer	-	-	-	-	✅

What each role can do:

• Owner: full control, including billing, users, permissions, and workflows.
• Admin: same as Owner, but can't manage billing.
• Editor: can create, edit, and run workflows.
• User/Runner: can run workflows that someone else has set up, and can view the outputs. Can't edit workflows.
• Viewer: can view workflows and outputs but can't run or edit them.

File permissions

When someone joins a team, Portant grants the following access on the files in shared workflows.

App	Owner / Admin / Editor	User / Runner / Viewer
Google Sheets, Forms (Source)	✏️ Edit access	👀 View access
HubSpot, Copper, Tally, Glide, Excel (Source)	Not changed by Portant (managed in the source app)	Not changed by Portant (managed in the source app)
Google Docs, Slides, Sheets, PDFs (Template)	✏️ Edit access	👀 View access
Gmail, Outlook (Email)	✏️ Edit access	👀 View access
Google Drive folder (Output)	✏️ Edit access	✏️ Edit access

Note: these are the permissions Portant sets when someone joins a team. You can change them later in the source app (for example, in Google Drive).

Change a team member's role

The role defaults to Editor when you invite someone. To change it later, go to the team management page.

In the Role column of the team members table, pick the new role from the dropdown.

The same dropdown also has the option to remove someone from the team.