Home Help Can I change permissions for each user on my plan?

Can I change permissions for each user on my plan?

Yes, but there are two different kinds of access to understand.

This is easy to mix up, so here's the clean version: Typedesk has account roles and folder permissions. They are not the same thing.

Account roles

Account roles determine a person's role on the overall plan.

  • Owner: Owns the account or plan.
  • Manager: Can add or remove users from the plan.
  • User: Can maintain personal templates and share folders with the team.

Account roles should not be described as Viewer, Editor, or Admin. Those names belong to folder permissions.

Folder permissions

Folder permissions determine what a person can do inside a particular shared folder.

  • Viewer: Can use the templates in the folder.
  • Editor: Can add, remove, and modify templates.
  • Admin: Can edit the folder, its templates, and the people who have access.
  • Owner: Has full rights over the folder.

The useful part is that permissions can be different for each folder. Someone might be an Editor in one folder and a Viewer in another.

Set permissions when sharing a folder

  1. Click the three dots (...) on the folder to open its menu.
  2. Select Share folder. It sits right below Edit.
  3. Enter the person's email address.
  4. Select Viewer, Editor, or Admin.

To review people who already have access, open the Users with access tab.

The screenshot shows folder permissions. The Owner label at the top identifies the folder Owner; Viewer, Editor, and Admin are the access options shown when sharing the folder.

Give Admin access carefully because an Admin can manage the folder, its templates, and its users.


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