Everyone with access to Tivero has one role in a given workspace. The role decides what the person sees in the menu and what they can do.
Roles
What each role sees
Key permissions
A request is decided by the approver assigned to the current stage, whatever their role, and also by Administrators and the Owner. Nobody approves their own request. Details: How approval works.
Change a person’s role
Who: Administrator or Owner.
Open the person
Go to People and open the person for editing.
Choose the access role
Change the access role and save. If the person hasn’t accepted their invitation yet, the role is granted when they do.
The Settings → Members and roles tab shows how many people have each role, and what the roles mean.
The Owner role can’t be assigned in the person dialog. The Owner can transfer ownership to another active member in Settings → Members and roles. After the transfer, the previous owner becomes an Administrator. To confirm, you type the new owner’s email address. You can’t undo this on your own.
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