- Editor
- Viewer
Understanding Roles
Roles determine what a collaborator can do within the project. A simple way to think about them is:Editor
An Editor is an active project collaborator. This role is appropriate for someone who needs to participate in building or modifying the application. Editors may be people such as:- Developers
- Designers
- Product team members
- Technical partners
- Contractors
- Other people actively working on the project
When to Use Editor
Use Editor access when someone needs to make changes to the project. For example, you may invite a developer to:- Add functionality
- Improve an existing feature
- Fix issues
- Refine application workflows
- Layouts
- Navigation
- Mobile responsiveness
- User experience
- Visual consistency
Viewer
A Viewer is intended for someone who needs to see or review the project without the same editing capabilities as an Editor. Viewer access can be useful for:- Business partners
- Stakeholders
- Reviewers
- Team members who don’t build
- People checking progress
- People providing feedback
Editor vs Viewer
Here’s the easiest way to decide:If someone only needs to review your work, start with Viewer access. You can change their role later if they need to participate more actively.
Choosing the Right Role
Before inviting someone, ask:Does this person need to change the project, or do they only need to review it?If they need to actively work on it:
Example: Startup Team
Suppose you’re building a SaaS product with a small team. You have:- Founder
- Developer
- Designer
- Marketing Manager
- Investor
There’s no benefit in giving someone editing access if they don’t need it.
Example: Working With a Contractor
Suppose you bring in a contractor to help improve your application. You could give them Editor access while they’re actively working on the project.Example: Internal Review
Suppose your application is nearly ready for launch and you want several people on your team to review it. They don’t need to modify anything. Give them Viewer access.Protect Production Projects
Role management becomes especially important when your application is already live. A production project may power:- Customer accounts
- Payments
- Bookings
- Business operations
- Client portals
- Internal systems
Changing Someone’s Role
A person’s responsibilities may change over time. For example:Review Access Regularly
As your team grows, periodically review who has access to important projects. Ask:- Does this person still work on the project?
- Do they still need Editor access?
- Could they use Viewer instead?
- Does this contractor still need access?
- Has someone’s role changed?
- Are there collaborators who should be removed?
Remove Access When Necessary
If someone no longer needs access to the project, remove them. Common situations include:- Contractor engagement completed
- Employee leaves the company
- Partner relationship ends
- Temporary review finishes
- Client project ends
- Responsibilities change
Roles Are Better Than Shared Accounts
Avoid:What About Clients?
Clients are slightly different from ordinary team collaborators. An agency client often needs to:- See what you’ve built
- Review the latest version
- Provide feedback
- Request changes
- Approve work
Roles & Permissions at a Glance
Remember: Editor For people who actively help build or modify the project.Next: Client Sharing & Review [Agency]
The next page is especially important for AIWA’s agency positioning: Client Sharing & Review [Agency]. We’ll cover how agencies can bring clients into the development process without treating them like developers, including:- Sharing a client project
- Giving clients review access
- Previewing work before publishing
- Gathering feedback
- Making requested changes
- Getting approval
- Keeping clients away from unnecessary editing controls
Client Sharing & Review
Share projects with clients for review and approval without giving them editing access.
