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🎬 Roles - Who can do what ?

Ghady Ghanem avatar
Written by Ghady Ghanem
Updated this week

There are 4 roles in Kraaft:

  • Account owner: the person who creates the workspace

  • Administrator: this role is dedicated to people who are more in the office (work supervisors, design office, operational assistant, etc.)

  • Standard: by default when a person arrives on Kraaft, he has the standard role (Construction foreman, labourer, etc)

  • External guest: to invite your customers, service providers or anyone outside your organization

πŸ’¬ Conversations

Account Owner

Administrator

Standard

External Guest

Create a conversation

βœ…

βœ…

βœ… or ❌: can be set by an admin or owner from the settings

βœ… or ❌: can be set by an admin or owner from the settings

View all conversations

βœ… except private ones

βœ… except private ones

❌ only those they are a member of

❌ only those they are a member of

Send messages

βœ…

βœ…

βœ…

βœ…

Delete a message

βœ… own and others’ messages

βœ… own messages within 24h

βœ… own messages within 24h

βœ… own messages within 24h

Delete a conversation

βœ…

❌

❌

❌

Archive for oneself

βœ…

βœ…

βœ…

βœ…

Archive for everyone

βœ…

βœ…

❌

❌

View conversation details

βœ…

βœ…

βœ…

βœ…

Edit conversation details (e.g. Manager, Status, Category, etc.)

βœ…

βœ…

βœ… or ❌: can be set by an admin or owner from the settings

βœ… or ❌: can be set by an admin or owner from the settings

Add a member to the conversation

βœ…

βœ…

βœ…

❌

Remove a member from the conversation

βœ…

βœ…

βœ…

❌

Invite members to the space

βœ…

βœ…

βœ…

❌

Generate an export

βœ…

βœ…

βœ…

βœ…

View the conversation's files

βœ…

βœ…

βœ…

βœ…

Edit notifications

βœ…

βœ…

βœ…

βœ…

Make a conversation private

βœ…

βœ…

βœ…

❌

πŸ“ Reports

Account Owner

Administrator

Standard

External Guest

Create a report in a conversation

βœ…

βœ…

βœ…

βœ…

Create a report template

βœ…

βœ…

❌

❌

View reports in a conversation

βœ…

βœ…

βœ…

βœ…

Edit a report

βœ…

βœ…

βœ…

βœ…

Delete any report

βœ…

βœ…

❌

❌

Show/hide reports templates in conversations

βœ…

βœ…

❌

❌

Duplicate a report

βœ…

βœ…

βœ…

βœ…

Share a report

βœ…

βœ…

βœ…

βœ…

Reorder reports

βœ…

βœ…

❌

❌

Unlock a locked report

βœ…

βœ…

❌

❌

Edit a user field (e.g. task owner, etc.)

βœ…

βœ…

βœ…

❌

Access report history

βœ…

βœ…

βœ…

βœ…

πŸ“Έ Photos

Account Owner

Administrator

Standard

External Guest

Add a caption to my photo

βœ…

βœ…

βœ…

βœ…

Edit my caption

βœ…

βœ…

βœ… within 24h

βœ… within 24h

Edit someone else’s caption

βœ…

βœ…

❌

❌

Annotate a photo

βœ…

βœ…

βœ…

βœ…

Add/edit the location on someone else’s photo

βœ…

βœ…

βœ…

❌

Add/edit the location on my photo

βœ…

βœ…

βœ…

βœ…

πŸ—‚οΈ Folders

Account Owner

Administrator

Standard

External Guest

Add a folder

βœ…

βœ…

βœ…

βœ…

Manage folders

βœ…

βœ…

❌

❌

Delete a folder

βœ…

βœ…

❌

❌

Rename a folder

βœ…

βœ…

❌

❌

Classify a document/photo in a folder

βœ…

βœ…

βœ…

βœ…

Remove a document/ photo from a folder

βœ…

βœ…

❌

❌

View a folder

βœ…

βœ…

βœ…

βœ…

βš’οΈ Settings

Account Owner

Administrator

Standard

External Guest

Access settings

βœ…

βœ…

❌

❌

Workflows

βœ…

βœ…

❌

❌

Database

βœ…

βœ…

❌

❌

Manage members

βœ…

βœ…

❌

❌

Manage task lists

βœ…

βœ…

❌

❌

Manage export templates

βœ…

βœ…

❌

❌

Manage integrations

βœ…

βœ…

❌

❌

Customise conversation details

βœ…

βœ…

❌

❌

Manage planning

βœ…

βœ…

❌

❌

Manage billing

βœ…

❌

❌

❌

πŸ‘€ Changing Permissions for Standard Members and External Guests on Kraaft!(Admins only)

Want to upgrade a standard member to admin? Or restrict the actions of an external guest or a standard member?

  1. Go to your Settings on the left, then open the Members tab

  2. Find the relevant person in the member list

  3. On the right, click on their current role to open the dropdown menu and change their role

  4. You can also decide if the user can create conversations by toggling the πŸ’¬ option

πŸ”’ Each role comes with its own permissionsβ€”make sure to choose the one that fits what you want to allow!

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