The different roles in Nifty have different fundamental permissions, and ensuring your team is structured properly will make your everyday operations go much smoother.

Changing User Roles

Access your My Workspace under Workspace Settings to view the different Members on your team as well as Guests who are invited to projects that you are a part of.

Changing Roles

You may only promote a user to the role that you currently occupy, meaning an Admin may promote another member up to Admin Status, whereas a Team Member may only promote up to Team Member status. To change a user's role, highlight their card, select the option dots, and select change role.

Guest Role Changes

Guests aren't technically part of your Workspace as they are invited on a per-project basis. When a current teammate is changed to the Guest role, they will automatically be removed from every project and portfolio as well as Team Chat. You will need to then add them into specific projects directly.

Conversely, changing a Guest into a member of your workspace will grant them access to your Team Chat and General Portfolio as this user will now count as a seat in your subscription plan.

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