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Actions and permissions
When you're using Kumu, every action you take falls into one of the following categories:
- Changing account or workspace settings
- Creating a new project
- Viewing a project
- Editing a project (e.g. adding elements, adding fields, changing the view, changing settings, etc.)
- Exporting a project (to Excel, JSON, or as a screenshot or PDF)
- Administrating a project (changing project privacy, renaming a project, transferring project ownership to another workspace, or deleting a project)
- Adding members to a Pro workspace
- Creating teams in a Pro workspace
In order to take certain actions, you need to have certain permissions. In this guide, you'll find a breakdown of who is able to take each action.
For a Basic workspace, the workspace owner (the person who created the workspace) is the only person who has permission to change workspace settings, such as profile info, username and password, or billing info. The workspace owner is also the only person who can create a new project in the workspace.
The table below breaks down all other actions, and who has permission to take those actions:
Action | Who can take this action for a public project? | Who can take this action for a private project? |
|---|---|---|
Viewing a project | Anyone, even if they don't have a Kumu account | The workspace owner and project contributors |
Editing a project | The Basic workspace owner and project contributors | The Basic workspace owner and project contributors |
Exporting a project | The Basic workspace owner and project contributors | The Basic workspace owner and project contributors |
Forking a project | Anyone with a Kumu account | The Basic workspace owner |
Administrating a project | The Basic workspace owner | The Basic workspace owner |
Granting project access to other Kumu users | The Basic workspace owner | The Basic workspace owner |
Commenting on a project | No one (Pro workspaces only) | No one (Pro workspaces only) |
For a Pro workspace the workspace owners are the only people who have permission to change account settings, such as profile info, username and password, or billing info. Pro workspace owners are also the only people who have permission to invite new people to the workspace or give them direct access to a project (without inviting them to the workspace).
member settings
When Pro workspace owners invite a new person to the workspace, they can choose whether that person will be another owner or just a member. When owners give a new person direct access to a project, they can choose whether that person will be an observer, a contributor, or a manager.
member settings
Finally, Pro workspace owners and members are also allowed to create teams within their workspace. Pro workspace owners can add people to any team at any time, then give the entire team a specific kind of access to a project (e.g. one team might have view-only access to a project and edit access for different project). Within teams, certain people can be maintainers. Maintainers, like workspace owners, have the ability to add and remove people from the team, and appoint other maintainers.
pro workspace team members
That's a lot of different roles! Here's a quick recap of the vocabulary:
- People in a Pro workspace can be owners or members
- People with access to a Pro workspace's project can be observers, contributors, or managers
- Some people on teams can be maintainers
Each of these roles has different permissions to take actions in the Pro workspace's projects. The table below summarizes all project actions, and who can take those actions:
Action | Who can take this action for a public project? | Who can take this action for a private project? |
|---|---|---|
Creating a project | Pro workspace owners and members | Pro workspace owners and members |
Viewing a project | Anyone, even if they don't have a Kumu account |
|
Editing a project |
|
|
Exporting a project |
|
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Forking a project | Anyone with a Kumu account |
|
Administrating a project |
|
|
Granting project access to other Kumu users |
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|
Commenting on a project |
|
|
There are two different ways to find out which workspace a project is in. First, if you have been added as a contributor to the project, you can go to your account dashboard and find the project in the list. Underneath the project's name, you'll see the workspace's name.
project owner username under project name
You can also figure out who owns any project by looking at the project's URL. Every Kumu project URL starts with
https://kumu.io/, followed by a slug or the workspace's name. For example, the project pictured below is owned by our Pro workspace, which is named "Kumu":
project owner in URL
Last modified 3mo ago