Understanding Collaborator Roles
Now that you understand what collaborators are and why they're important, let's take a moment to learn about the permissions that are associated with different collaborator roles.
Here's a list of the different roles available and the permissions associated with each role.
Action | Account Owner | Super-Admin | Sub-Admin | Tech | Billing | App-Only | App-Only-Minimal |
---|---|---|---|---|---|---|---|
Account | |||||||
Manage account | ☑ | ☑ | ☑ | ||||
Create Admin users | ☑ | ||||||
Manage Billing/Tech users | ☑ | ☑ | |||||
Manage site-level users | ☑ | ☑ | ☑ | ||||
Manage account 2-factor authentication | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | |
Force 2-factor authentication | ☑ | ||||||
Sites | |||||||
Manage sites | ☑ | ☑ | ☑ | ☑ | |||
Manage their own SSH/SFTP keys | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | |
SFTP into sites | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | |
Access backups | ☑ | ☑ | ☑ | ☑ | ☑ | ||
Manage aliases | ☑ | ☑ | ☑ | ☑ | ☑ | ||
SSH into VPS servers | ☑ | ☑ | ☑ | ☑ | |||
Billing/Plan | |||||||
Manage billing details | ☑ | ☑ | ☑ | ☑ | |||
Manage plan and addons | ☑ | ☑ | ☑ | ||||
See billing information | ☑ | ☑ | ☑ | ☑ | |||
See plan and addon details | ☑ | ☑ | ☑ | ☑ | |||
Support | |||||||
See all tickets | ☑ | ☑ | ☑ | ||||
Submit tickets | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | |
See their own tickets | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | |
Access live chat | ☑ | ☑ | ☑ | ☑ | ☑ | ☑ | |
Tools | |||||||
Manage PressDNS | ☑ | ☑ | ☑ | ☑ | ☑ | ||
Manage PressCDN | ☑ | ☑ | ☑ | ☑ | ☑ | ||
Manage SSL | ☑ | ☑ | ☑ | ☑ | ☑ | ||
Manage maintenance windows | ☑ | ☑ | ☑ | ☑ | |||
Access database admin | ☑ | ☑ | ☑ | ☑ | ☑ | ||
See the log viewer | ☑ | ☑ | ☑ | ☑ | ☑ |
It's crucial to understand which roles are available to you and to choose the role that best fits the actions that the collaborator needs to perform. When it's time to add a new collaborator, you'll want to select a role that gives them enough access to perform their duties, while restricting access to things that they don't need.
For example, if you have a developer on your team that needs to make changes to various technical aspects of your Pagely account, but doesn't need to change things like billing information, the Tech role is generally the right choice. On the flip-side, what if a member of your accounting department needs to view invoices or manage billing details from time to time? The Billing role allows them to access invoices and other accounting-related information, without the risk of accidental changes that could impact the reliability of your sites.
Now that you have an understanding of collaborator roles and the permissions associated with them, you're ready to continue to the next section, where you'll learn how to add a new collaborator to your Pagely account.