There are three different user roles in the Punchlist app, each with unique permissions.
A Manager has an enhanced account management view, and can add Integrations to a Project, create and manage Projects, view all team Projects, and manage the team.
A Team Member has advanced permissions and management features too. Team Members can see all Projects across the organization, be @Mentioned by a teammate (even without already being added to a given Project), and be “assigned” items.
Team Members may also be set with the “Manager” role for enhanced admin tools, allowing them to adjust their Team’s settings and add Integrations.
A Collaborator is an invited guest to a specific project. They can view and leave feedback on a project, without having to create a Punchlist account.
The Manager on a given Team has the ability to change these permissions at any time. Managers have an admin view of everyone’s roles and activity across the organization.
Add A Team Member To Your Workspace
Punchlist makes it easy to add individuals to your team to get your Workspace up and going
What’s The Difference Between A Manager, Team Member, And Collaborator?
There are three different user roles in the Punchlist app, each with unique permissions
Rename your Punchlist Workspace
Renaming or customizing your Punchlist workspace name to better suit your team or organization is an important step to create brand continuity
Add Our Figma Integration to Your Punchlist Workspace
Figma is a stellar tool for collaborating on designs for advertising materials, wireframes, websites, and print collateral. While the tool does offer commenting
How To Remove Team Members From Your Workspace
If you hold an Owner or Manager role, you can easily remove workspace members from your Punchlist team
Transfer Account Ownership to Another Member of Your Workspace
Organizational roles may change at any time and we have ensured that your account management abilities are flexible
Changing Workspace Members' Roles
Organizational roles may change and Punchlist offers a quick and flexible solution to changing workspace members roles within the platform