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How to assign user roles

Learn how to use Chamaileon's user roles feature and how to assign roles to your team members on Project level.

Gergely Nagy avatar
Written by Gergely Nagy
Updated over 2 months ago

One of our collaborative features - the ability to manage User Roles will enable you to assign different roles to members of your workspace Projects.

There are two levels of Access within Chamaileon:

  1. Workspace Access - basic access and access levels regarding Workspace access.

  2. Project Roles - Access rights and project-level roles to work with email designs.

This article is about the Project-level role levels.


You can add any member to your workspace, whether it's your email copywriter, your designer, your Marketing Team Manager, or even clients and external stakeholders.

On top of that general access to the Workspace, Project-level Roles can be individually assigned to each Member. Wearing multiple hats or managing departments or clients becomes easy through this feature.

You can access this list of members next to the Member icons on top of a Project.

Four Roles can be assigned:

  • Viewer (view-only)

  • Editor (can work on both design and content, manage templates and the design system)

  • Contributor (can work on content, create emails but not templates, can't edit the design system)

  • Administrator - Classic one does it all Role.

It will especially be helpful if you have separate Projects and members working on those projects in the same workspace.

Before adding to Projects, you need to invite clients/colleagues who work with you onto the workspace.

How do I remove a member from my Project?

Once added (all Workspace members are added to new Projects by default) a workspace member can easily removed from any Project.

Choose the red Bin icon next to the user's name and they'll not be able to see and access the content of the certain Project.

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