Overview

Skyvia distinguishes between two levels of roles for team collaboration:

• Account roles define what a user can do at the account level: subscriptions, payments, users, and workspaces.
• Workspace roles define what a user can do inside a specific workspace: creating, editing, and running objects.

Account Roles

Account Admin

The account admin (account owner) has full control over the account and can:

• Manage subscriptions to Skyvia products and modify auto-renewal settings.
• Enable auto-cleaning for backups.
• Update payment details.
• Create the initial account structure: add workspaces, create objects, invite users, and assign roles.
• Grant administrative privileges and manage users, including revoking access or deleting them.

If the admin represents a company, their primary responsibility is to ensure smooth collaboration among teammates, manage subscriptions and payments, and maintain overall account security.

Upon registration for Skyvia, users are automatically granted account admin status.

Account Member

Account members have limited access:

• They can view subscriptions and account resources but cannot manage them.
• They do not have access to payment information, invoices, or other users unless granted access to a specific workspace.
• They cannot modify account settings.
• They may be assigned workspace administrator rights, which grants full control within specific workspaces, including the ability to modify settings or delete the workspace and its users.

When a user joins an account through an invitation, they automatically receive account member status. To request additional permissions, they must ask the account admin.

Workspace Roles

A workspace role defines a user's permissions within a workspace. Users can be assigned standard roles with predefined permissions or custom roles tailored to specific needs. Workspace administrators can remove users, manage and delete workspace objects, or delete the workspace entirely.

Standard Roles

Skyvia offers four predefined workspace roles:

Custom Roles

Standard roles cannot be deleted, but they can be used as a base for creating custom roles. Admins can create custom roles with specific permissions. Custom roles can be edited or deleted at any time. If a custom role is deleted, the user remains in the workspace with their previous permissions.

Important Notes

• If your account administrator stops working with the account, they must transfer their admin role to another member. Otherwise, you may have difficulties managing the account subscription, inviting users, and configuring objects in the future.
• When inviting a user to the account, carefully select both the Account Role and the Workspace Role. This helps prevent permission issues related to creating or running objects.

Useful Links

• Account Management
• Collaboration: Users' Roles and Privileges
• Workspace Roles
• Inviting and Deleting Users from Accounts
• Adding and Deleting Workspaces
• Subscriptions, Payments and Trials
• Contact Skyvia Support