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Permission Groups in Circolo

Which level & which Permission Group is best to be used?

This document outlines the current permission groups available. 


ALL users will have access to see & complete tasks assigned to them.

Workspace Level Permissions

  • Workspace Admin – Paid license

Workspace Admin is a paid license. It sits at the top of the Permissions hierarchy. When Workspace Admin is chosen it will automatically give the permissions to 

    • create/edit/delete all data, 
    • upload data, 
    • create Team Members, Suppliers & Customer cards,
    • assign permissions

  • Manage Workspace Events – Paid License

When Manage Workspace Events is chosen it will automatically give the user permissions to ALL events to

    • create/edit/delete all Events data - e.g. Tasks, budgets, run sheet items
    • upload data, 
    • assign/unassign Team Members, Suppliers & Customer cards to events
    • They cannot create, or delete, Team Members, Suppliers &/or Customers.

  • Workspace User – Free license

This is the Permissions group that Team members, Suppliers & Customers are automatically assigned when invited to use Circolo software.

Workspace User permissions are applied to everyone when first set up in Circolo. It is the basic permission group. It is a free license. It allows the user to see any events, tasks, or run sheets that they have been assigned to.
The user can update, but not delete or re-assign, any tasks assigned to them

  • View Workspace Events – Free license

When View Workspace Events is chosen it will automatically give the user access to view all Events on the workspace. The user can update, but not delete or re-assign, any tasks assigned to them

  • Manage Workspace Suppliers – Free License

When Manage Workspace Suppliers is chosen it will automatically give the user access to Add & Edit all Suppliers on the workspace. 

  • View Workspace Suppliers – Free License

When View Workspace Suppliers is chosen it will automatically give the user access to view all Suppliers in the workspace. 

  • Manage Workspace Customers – Free License

When Manage Workspace Customers is chosen it will automatically give the user access to Add & Edit all Customers in the workspace. 

  • View Workspace Customers – Free License

When View Workspace Suppliers is chosen it will automatically give the user access to view all Suppliers in the workspace.

Event Level Permissions

  • Manage Event – Paid License


    When Manage Event is chosen it will automatically give the user permissions to an event to
    • create/edit/delete all Events data - e.g. Tasks, budgets, run sheet items
    • upload data, 
    • assign/unassign Team Members, Suppliers & Customer cards to events
    • They cannot create, or delete, Team Members, Suppliers &/or Customers.

  • View Event – Free license

When View Workspace Event is chosen it will automatically give the user access to view the Event. The user can update, but not delete or re-assign, any tasks assigned to them

  • Manage Suppliers – Free License

When Manage Workspace Suppliers is chosen it will automatically give the user access to Add & Edit all Suppliers in the event. 

  • View Suppliers – Free License

When View Workspace Suppliers is chosen it will automatically give the user access to view Suppliers in the event. 

  • Manage Customers – Free License

When Manage Workspace Customers is chosen it will automatically give the user access to Add & Edit all Customers in the event

  • View Customers – Free License

When View Workspace Suppliers is chosen it will automatically give the user access to view all Suppliers in the event.