Roles and Permission of Workspace
Who can Manage
In 5day.io, workspace management capabilities are controlled through user roles and permission sets. These define what each user can view, create, edit, or delete within the workspace environment.
Understanding these permissions ensures the right level of control is maintained across different user roles — such as Admins, Managers, or Collaborators — while keeping the workspace secure and structured.
Key Permission Types
| Permission Type | Description |
|---|---|
| View | Controls which workspaces user can view in the account. |
| Add | Controls whether user is allowed to create new workspace. |
| Edit | Controls the ability to manage and update workspace. |
| Delete | Controls the ability to delete workspace |
Each of these permissions has granular levels like All, Own, Related, or None depending on how much access a user should have.
Permission Levels
| Permission Level | Description |
|---|---|
| All | Applies to all workspaces in the account, regardless of ownership or membership. |
| Own | Applies only to workspaces where user is listed as the workspace owner. |
| Related | Applies to workspaces where user is either the workspace owner or a workspace member. |
| None | The user does not have any access for the selected action |
Workspace Permission Matrix
| Type | All | Own | Related | None |
|---|---|---|---|---|
| View | Can view all workspaces in the account | - | Can view only workspaces where you are workspace owner or workspace member | Cannot view any workspace |
| Add | Can create new workspaces | - | - | Cannot create new workspace |
| Edit | Can edit all workspaces | Can edit workspaces where you are workspace owner | Can edit workspaces where you are a member or owner | Cannot edit any workspace |
| Delete | Can delete any workspace | Can delete only workspaces where you are workspace owner | Can delete workspaces where you are workspace owner or workspace member | Cannot delete any workspace |
Note: “Workspace Edit” permission grants access to modify the core settings of a workspace, including timesheets, workflows, and task types.
Best Practices
Account Owner or Admins should have All permissions for full control.
Department heads or project managers can be given Own or Related permissions based on their roles in organization.
General team members should typically have None for sensitive actions like editing or deleting workspaces.
Ensure only limited users have Delete permissions to prevent accidental data loss.