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Managing user permissions on a Space
Managing user permissions on a Space

Assign user rights; Permissions; Manage users; Swap license; Grant license; User management; Space management; How to make someone an editor

Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

Managing and granting permissions on a Space level is a considerable task, and it should be planned through before applying. In this article, we will describe all of your options.

Article outline

  • Prerequisites

  • Overview

  • Types of permission on a Space level

  • You might be also interested in


  • To set permissions for other users, you haver to have Space Admin rights


You can change user permissions, manage licenses and rights as well as swap licenses in the Space settings. Click on the gear icon or the name of the Space in the top toolbar.

Then select "Users" on the Left Menu. The Admin can manage the rights of the other users by selecting the user and applying the rights in the right panel. The editor license must first be granted (turn on the Editor toggle below email address.)

You can also grant your editor license to another user. Just select any viewer on a space and click โ€œGrant my licenseโ€ next to the editor role toggle. This will transfer your editor license, all your current permissions and ownership of any content to that user.

Types of permission on a Space level

Any editor can create a new process in the space and can have the following additional permissions:

  • Space Admin: can set other Space Admins and manage users and connections to other systems like Salesforce & JIRA (there can be more than one Admin for the Space).

  • Requirements Manager: by default any user can raise and submit a requirement. However, only a Requirements Manager can manage a requirement (and a user story) through the whole lifecycle.

  • Resource Manager: can edit, merge and delete resources in the Resource Library. Any resource manager can add resources to the Resources Library by simply adding them to an activity box on one of their diagrams.

  • Data Table Manager: can create and edit all data table templates, and run reports on data tables. Any user can populate data tables when they are linked to activity boxes.

  • Release Manager: can publish new versions of the diagrams and request user training on new content.ย 

  • URL Library Manager: can manage the URL links stored in the URL Library, allowing them to use the same link multiple times and update all of them from the library if necessary.

  • Import Manager: can mass import stories, as well as mass-update metadata attributes via the CSV import. Learn more.

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