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TakeTurns Tips: How to assign Participant Roles

At Every Turn TakeTurns Blog
|  by
Clare Nosowitz
Clare Nosowitz
,
Customer Success Manager
TakeTurns Tips
TakeTurns Tips: How to assign Participant Roles

Participants in TakeTurns collaborations can be assigned to one of four roles. Here’s a quick breakdown of the different roles participants can have in TakeTurns. Assigning the right roles to each participant in your party makes everyone’s responsibilities clear and helps your collaboration run smoothly and efficiently.

How to assign participant roles

  1. Navigate to the participant screen
  2. Add a new participant or select an existing participant
  3. Choose a role from the drop down menu
In TakeTurns you can assign participant roles

What are the differences between the various participant roles?

Leader

Leaders have all permissions, and each party must have at least one leader. When you create a collaboration, your role is set to leader for your party by default. Only leaders can end turns, manage participants, and close (or reopen) collaborations.

Contributor

Contributors can add and update content but cannot end turns, manage participants, or close the collaboration.

Follower

Followers can view the content of a collaboration and chat with participants but cannot make any changes to content. They’re “read only.”

Ghost

Ghosts are visible to their party, but invisible to the other party. The ghost has the same permissions as a follower, except they cannot chat. Ghosts are only available in the PLUS plan, and are perfect for situations like keeping a manager in the loop. 

Closing Thoughts

TakeTurns makes collaboration on documents and files with your clients, vendors, partners —or any party— structured, secure, and transparent. To make sure you get the most out of TakeTurns, we’ve produced these articles detailing the most important tips and tricks. As always you can check out the help center to obtain full details on any feature mentioned in this article. If you’re not already a TakeTurns subscriber, when you’re ready for chaos-free collaboration: try TakeTurns for free

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