Arbituro docs
People and roles
Two kinds of role decide what someone can do. Their workspace role covers the workspace as a whole, and their role in each project covers that project’s work. Agents work under a role of their own, which can do work but never approve it.
Workspace roles
Everyone in a workspace has one of four roles.
- Owner
- Everything an admin can do, and also the plan and billing, accepting changed terms, exporting or deleting the workspace, and making someone else an owner.
- Admin
- Invites people and changes or removes anyone who isn’t an owner. Renames the workspace, sets its time zone and brand, creates projects, makes connections and agents for everyone, and reads the audit log and the plan.
- Editor
- Creates and changes work in the projects they belong to, within their role in each.
- Viewer
- Reads the work in their projects and changes nothing.
A workspace always keeps at least one owner. Every role can make personal connections, such as their own email or calendar, and see the Settings sections that apply to them.
Project roles
A person sees a project’s jobs only if they are a member of that project. Their project role then decides what they can do there.
- Owner
- Everything a project admin can do. Whoever creates a project is its owner, and a project always keeps one.
- Project admin
- Manages the project’s settings and members, approves, and does the work. Can’t change or remove the project’s owners.
- Editor
- Reads and changes work, and starts agent runs. Can’t approve.
- Viewer
- Reads the project’s work.
- Someone must belong to the workspace before any project role grants them anything.
- Workspace owners and admins can change any project’s settings, but they see a project’s jobs only if they are members of it.
- A project’s owners and project admins add its members, from People on the project’s settings page. They can add people who are already in the workspace.
- Only workspace owners and admins create and delete projects.
- A workspace viewer can’t change work in any project, whatever their project role. They can still decide an acceptance criterion that names them.
- When you remove someone from a project or change their role, it applies on their next action.
Invite people
Owners and admins invite people.
- Open Settings from the workspace menu, and find People.
- Type a name or an email address. Names find people in other workspaces you manage.
- Choose a role: admin, editor or viewer. Editor is the default.
- Choose Invite. Arbituro emails the invitation, and shows a link you can copy and send yourself.
- An invitation works for 7 days. Resend sends a new link, starts the 7 days again and stops the old link.
- The cross beside a pending invitation withdraws it.
- The person joins by accepting with the address the invitation went to, once that address is verified. They land on the board of the workspace.
- Arbituro won’t invite someone who is already a member or already has an invitation waiting. On the free plan, an invitation can’t be accepted once the workspace’s free seats are taken.
Change a role
In People, each person has a role picker. Owners and admins can change anyone’s role except an owner’s and their own. Only an owner can make someone else an owner, from the menu on that person’s row.
Remove someone
Open the menu on the person’s row and choose to remove them. Owners and admins can remove anyone who isn’t an owner.
Arbituro won’t remove someone who is:
- the last owner of the workspace
- the only owner of a project
- the owner of a connection, until their connections are removed
Removing someone takes them out of every project, stops their agent runs and retires their private agents. It also ends the approval rights they held, the approvals in advance they granted, and the invitations they sent, and frees their seat.
Your own account
Your profile holds your name, username, photo and time zone, and is the same in every workspace you belong to. Open Profile from your menu, at the right end of the top bar.
- To leave a workspace, ask one of its owners or admins to remove you.
- To delete your account, choose Delete account at the foot of your profile and type your username. Arbituro won’t delete it while you are the only owner of a workspace or of a project.
Something missing or wrong? Email support@arbituro.com.