Skip to main content
When you invite someone to collaborate on an AIWA project, you can control the level of access they receive. Not every collaborator needs the ability to make changes. AIWA uses roles to help you give people the access they need while protecting your project from unnecessary or accidental changes. The two primary collaboration roles are:
  • Editor
  • Viewer
Give people the access they need, and no more than they need.

Understanding Roles

Roles determine what a collaborator can do within the project. A simple way to think about them is:
Use Editor for people who actively work on the project. Use Viewer for people who primarily need to review it.

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
For example:
If someone needs to actively help you build the product, Editor is generally the appropriate role.

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
Or you might invite a designer who needs to actively improve:
  • Layouts
  • Navigation
  • Mobile responsiveness
  • User experience
  • Visual consistency
The key distinction is that an Editor is participating in the creation of the product, rather than simply reviewing it.

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
For example:
This lets you involve more people without giving everyone editing access.

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:
If they only need to review:
That simple distinction will cover most situations.

Example: Startup Team

Suppose you’re building a SaaS product with a small team. You have:
  • Founder
  • Developer
  • Designer
  • Marketing Manager
  • Investor
Their access might look like: 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.
This is better than sharing your personal AIWA credentials.

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.
This keeps the review process separate from the building process.

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
Avoid giving editing access simply because someone wants to see the application. Use Viewer access when editing isn’t necessary.
Be particularly careful when granting Editor access to projects that are already being used by real customers.

Changing Someone’s Role

A person’s responsibilities may change over time. For example:
Or:
AIWA allows role changes from the collaboration area, update the collaborator’s role there rather than creating unnecessary additional accounts.

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?
A simple principle is:

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
Don’t leave unnecessary access active indefinitely.

Roles Are Better Than Shared Accounts

Avoid:
Instead use:
This gives you much better control over project access.

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
But they don’t necessarily need full editing access. That’s why we’ll cover Client Sharing & Review [Agency] separately on the next page.

Roles & Permissions at a Glance

Remember: Editor For people who actively help build or modify the project.
Viewer For people who need to see and review the project without actively building it.
When you’re unsure, start with the lower level of access and increase it when there’s a genuine need.

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.