Managing Team Roles and Permissions in Webflow Enterprise

Step 1: Accessing Team Settings

Log in to your Webflow Enterprise account. Once logged in, navigate to team settings by clicking on your profile icon or organization name at the upper right corner of the dashboard. Select the "Team Settings" option from the drop-down menu to manage members and their roles.

Step 2: Adding Team Members

To add team members, find the "Invite Members" or "Add Team Members" option. Enter the email addresses of those you wish to invite. Assign roles like Administrator, Editor, or Viewer as needed during this process.

Step 3: Understanding Roles

Administrator: Has the highest access level, can manage account settings, invite or remove team members, change billing information, and edit and publish projects.
Editor: Can modify website content and design but cannot access account settings or billing information. They can collaborate on design but cannot manage team member access.
Viewer: Has the most limited access, can view projects without making edits. Ideal for stakeholders or clients who need to review work without making changes.

Step 4: Assigning Roles

Go to the Team Settings page to assign or change roles for existing members. You’ll see a list of all members. Next to each member’s name, click to edit or change their role. Select the appropriate role from the dropdown menu based on responsibilities and save changes. Inform team members of any changes to their roles.

Step 5: Managing Permissions

Manage specific permissions for each role if required. In the Team Settings section, find the "Permissions" tab to fine-tune permissions related to various features within Webflow. This helps ensure each role gets the necessary tools while safeguarding sensitive data.

Step 6: Creating Custom Roles

If predefined roles don't meet your needs, create custom roles in the Custom Roles section within Team Settings. Define roles by selecting specific permissions for design, content creation, project management, and other functionalities. Assign custom roles to team members as needed.

Step 7: Regularly Reviewing Roles and Permissions

Regularly review team members' roles and permissions, especially after project completions or when new features are released. Schedule periodic check-ins to assess if current roles are still suitable or if adjustments are necessary based on project needs and team member changes.

By following these steps, you can ensure each team member has the appropriate role while maintaining control over your organization's sensitive information. Regular reviews will help streamline projects and enhance collaboration within your team.