There are four key ways for you to set permissions for team members on Waybook:

You're also able to manage your team's access using member groups and we'll cover all of the above in this article.

First, let us have a look at how to set member roles for your team in Waybook.

When inviting a new member to your Waybook, you can choose whether to give them the ability to 'only view documents' as a reader or 'view and make changes to documents' within your Waybook.

If you're giving a member access to make changes to your Waybook, there are three tiers that will determine how much control they have over subjects, documents, and your team structure:

Members with Admin access will be able to:

They will be given full access to subjects and documents regardless of their subject permissions.

Members with Manager access will be able to:

They will be given full access to subjects and documents regardless of their subject permissions.

Members with Author access will be able to:

They will have limited access, so will only be able to make changes to the subjects and documents based on their subject and document permissions.

Members with Contributor access will be able to:

Again, these users will have limited access and will only be able to make changes to documents based on their subject and document permissions.

Before we dive into Subject Permissions, let's quickly look at Group Membership:

You can assign Group Membership when inviting new teammates to your Waybook. This will automatically give them access to any subjects that the group is linked to.

Once a member has joined your organization, you can change their group or individual subject permissions (which we'll cover below) at any time from the Members page.

You are also able to assign team members access to particular subjects, regardless of their Group membership. This means that, even if they're not part of the Group linked to a subject, they'll be able to access it based on the permissions you set.

Within your Access settings, you can decide if your team members are required to complete the document or have it available as reference only. You can set completion requirements at both the subject and document level, allowing you to track progress for specific groups or individuals. This is especially useful for documents where tracking progress is important, while reference only material will not have completion requirements.

You can choose whether the member can read, edit, or publish documents within a particular subject or hide it from them entirely by setting them as having 'No Access.'

To give you even more control over how knowledge is shared within your Waybook, you can also give your team access to read, edit, and publish content at a document level. As with subject permissions, this can be done for individual members or member groups.

If you're setting up completion requirements for documents, you can enable tracking for specific members or groups, ensuring that key content is completed. Documents designated for reference only will not require completion, allowing you to focus on progress tracking where it matters.

If you have any questions about how permissions work in Waybook or are experiencing any issues interacting with your organization's Waybook based on the permissions set, let the support team know and we'll happily help.