Create and manage groups
Groups let you organize workspace members for easier permission and access management. This article covers creating and managing groups.
Create a custom role and set permissions
Custom roles let you define exactly what a set of members can see and do. This article covers creating a role and configuring its permissions.
Use role presets: Blank, Reviewer, Team Member, Admin
Edoro ships four role presets -- Blank, Reviewer, Team Member, and Admin -- as starting points for common access levels. This article covers what each preset includes.
Understand the current permission categories
Roles are built from a set of permission categories covering Projects, Folders, Assets, Review, Workflows, Boards, Actions, Tags, Members, Groups, Roles, Statuses, Schema, Mail Settings, Workspace, AI Usage, Audit, and Pages. This article walks through what each category controls.
Internal access vs shareable link access
Edoro separates access granted to workspace members from access granted through shareable links to people outside the workspace. This article explains the distinction.
Sharing a whole project publicly
An entire project can be shared via a public link so people outside the workspace can view its contents. This article covers enabling and configuring project sharing.
Setting a project's access level and guest login
A shared project's access level determines what visitors can see, and guest login can require visitors to identify themselves. This article covers these settings.
Invite someone to review an asset (proof-level)
You can invite a specific reviewer to a single asset without giving them broader project access. This article covers sending a proof-level review invite.
Bulk-invite reviewers to a proof
You can invite multiple reviewers to a proof at once instead of sending invites one by one. This article covers bulk-inviting reviewers.
Regenerate a proof's share link
If a proof's share link is compromised or needs to be reset, you can regenerate it. This article covers regenerating a share link and what happens to old links.
Password-protect a shared proof link
You can require a password before someone can open a shared proof link. This article covers setting and changing that password.
Access a proof shared to your email
When a proof is shared to your email address, you can open it directly from the invite without a full workspace account. This article covers accessing a proof this way.
Control what a workspace group can see
Group-level visibility settings let you control which projects and assets a group of members can access. This article covers configuring what a group can see.
Why reviewers only see assets during their stage
Reviewers on a workflow are generally only shown an asset while it's in their assigned stage, keeping their view focused. This article explains the reasoning and behavior.
What guest reviewers can and cannot do
Guest reviewers who access a proof via a share link have a more limited set of actions available than workspace members. This article covers what's in and out of scope for guests.
View the workspace activity/audit log
The activity and audit log records significant actions taken across the workspace. This article covers viewing and filtering the log.