Workspace Permissions
Who may propose, approve, and sign within a workspace.
Workspace Permissions
Who may propose, who may approve, and who may sign are three separate questions.
Roles
Owner
Everything, including managing members and the custodian connection
Editor
Build and edit strategies, and execute transactions
Viewer
See everything. Change nothing
Members are invited per workspace. A person may be an Owner of one and a Viewer of another.
What a role does not grant
No role signs.
Execution requires the wallet the workspace is connected to. An Editor may prepare and submit a transaction, and it still waits on your custodian. Where the connected wallet is not the one the workspace authorises, the action is unavailable and the interface says so rather than failing at signing time.
The ability to instruct and the ability to sign are held by different people, on purpose.
Agents
An agent operates inside a mandate: what it may propose, and how far.
An agent proposes. It does not sign, and it does not hold a role. Its work arrives as a pending action on the Portfolio screen and waits on a person.
Changing permissions
Owners manage members in workspace settings. Removing a member removes their access to that workspace and nothing else.
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