Team Workspaces & RBAC Roles: Owner, Admin, Reviewer, Manager

The Value of Collaborative HR Workspaces

Managing risk across a growing company requires coordinating actions between line managers who interact with employees daily and the HR compliance teams who understand the legal guardrails. A unified team workspace connects supervisors to review queues, ensuring no sensitive communications slip through the cracks without verification.

Role-Based Access Control (RBAC) Settings

We enforce strict role separation to protect employee privacy and maintain database security. The table below outlines the default permission matrices for each workspace role:

Role	Description	Permissions
Owner	Typically the purchasing contact or HR Director.	Full access to billing, inviting members, managing subscriptions, and system settings.
Admin	HR Operations lead or system administrators.	Manage workspace configurations, upload handbooks, edit policy settings, and view workspace analytics.
Reviewer	HR Business Partners and compliance counsel.	Read and edit all manager drafts, change case statuses (Approve/Reject), and add internal HR notes.
Manager	Line managers, supervisors, and department heads.	Create scans, view their own case histories, apply suggested rewrites, and submit drafts to review. Cannot view other managers' cases or access Billing.

Adding Users and Setting Up Roles

1. Navigate to the Workspace Settings page via the sidebar.
2. Under the Team Members tab, click Invite Member.
3. Enter the colleague's corporate email address and select their starting role (e.g., Manager or Reviewer).
4. Click Send Invitation. The colleague will receive an invitation link to create their account and join the workspace.