Permissions V1 Documentation (#13473)

## PR Summary
- Add new setting page to Twenty user-guide
- Added V1 Permissions documentation + cover
This commit is contained in:
Vicky Wang
2025-07-29 11:15:00 +02:00
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---
title: Permission
info: Learn how to manage workspace sharing, create, and assign roles, and customize permissions for objects, settings, and general actions.
image: /images/user-guide/permissions/permissions.png
sectionInfo: Learn how to manage permissions in Twenty.
---
## Share a Workspace
To invite workspace members:
1. Go to **Settings > Members**
2. Either:
- Copy and share the workspace invite link, or
- Enter the member's email, then click **Invite**.
Invited members will appear on the workspace members list. Use the search bar to locate members.
## Create a Role
To create a new role:
1. Go to **Settings > Roles**
2. Under **All Roles**, click on **+ Create Role**
3. Enter a role name
4. In the default **Permissions** tab, configure permissions
5. Click **Save** to finish
## Delete a Role
To delete a role:
1. Go to **Settings > Roles**
2. Click on the role you want to remove
3. Open the **Settings** tab, then click **Delete Role**
4. Click **Confirm** in the modal
Note: If a role is deleted, any workspace member assigned to it will be automatically reassigned to the default role. All except the **Admin** role can be deleted. There must always be at least one member assigned to the **Admin** role.
## Manage Member Roles
### View Roles and Assignments
To view roles and their assigned workspace members:
1. Go to **Settings > Roles**
2. Click any role to view its details and assignments
### Reassign a Role
To reassign a role:
1. Go to **Settings > Roles**
2. Click on the role you want to assign
3. Open the **Assignment** tab
4. Click **+ Assign to member**
5. Select the workspace member
6. Click **Confirm** in the modal to remove the previously assigned role
Note: New members are assigned to the default role when they join. You can customize the default role and its permissions on the **Roles** page.
## Customize Permissions
Permissions determine what each role can access or modify within your workspace, including workspace objects records, settings, and actions.
### Object Permissions
Control access to records and fields:
- Under **All Objects**, apply permissions like **See Record**, **Edit Records**, **Delete Records**, or **Destroy Records** to all objects
- Under **Object-Level Permissions**, configure exceptions for individual objects. These override the settings from **All Objects**
To override parent permissions and apply stricter rules:
- Click **X** to remove the inherited rule
- Select the specific permissions for the selected object
- Click the orange **Undo** icon (circular arrow) to revert changes
When done, click **Finish**, then **Save** once redirected to the role page.
### Workspace Settings Permissions
Control access to workspace settings in two ways:
- Toggle **Settings All Access** to grant full access
- Or enable specific permissions (e.g., API key generation, workspace preferences, role assignment, data model configuration, security settings, and workflow management)
### Workspace Action Permissions
Controll access to general workspace actions:
- Toggle **Application All Access** to grant full permissions
- Or enable individual actions such as **Send Email**, **Import CSV**, and **Export CSV**
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