Manage Permissions
Permissions determine what each person can do with shared content. Set permissions at the Space, Journey, or Socra level.
Change a Collaborator’s Role
Section titled “Change a Collaborator’s Role”- Open the Socra or Journey.
- Open the right sidebar (
]). - In the Members section, click the role chip next to the person’s name.
- Select the new role.
The person’s permissions update immediately. You need Admin or Owner access to change roles. Members without manage permissions see only a “Leave” option on their own role chip.
Permission Levels
Section titled “Permission Levels”| Role | View | Comment | Edit | Manage | Delete |
|---|---|---|---|---|---|
| Viewer | Yes | No | No | No | No |
| Commenter | Yes | Yes | No | No | No |
| Editor | Yes | Yes | Yes | No | No |
| Admin | Yes | Yes | Yes | Yes | No |
| Owner | Yes | Yes | Yes | Yes | Yes |
Space-Level vs Item-Level Permissions
Section titled “Space-Level vs Item-Level Permissions”- Space members inherit their Space role on all content within the Space.
- Sharing an individual Socra or Journey grants additional access at that item level.
- Item-level sharing can grant access to people who are not Space members.
Next Steps
Section titled “Next Steps”- How Permissions Work — Understand roles, inheritance, and privacy levels across the hierarchy.
- Handle Access Requests — Review and respond to requests from people who need access.