Team & PermissionsMember & Permission Management

Member & Permission Management

Firstage uses a Role-Based Access Control (RBAC) system to manage team member permissions granularly. Assign appropriate roles to each team member to create a secure and efficient collaborative environment.


Role Hierarchy

Firstage’s 5 roles follow this hierarchy:

Owner (Highest Permission)
  ├── Admin (Administrator Permission)
    ├── Manager (Limited Administrative Permission)
      ├── Member (Basic User Permission)
        └── Viewer (Read-Only)

Detailed Role Descriptions

Owner (Workspace Owner)

Permission: WORKSPACE/MANAGE - All workspace permissions

Owner has the WORKSPACE/MANAGE permission, which automatically includes all permissions within the workspace. This is the highest permission that serves as the foundation for all other roles.

Owners can perform all actions within the workspace, including:

Permission AreaAvailable Actions
WorkspaceChange settings, delete, transfer ownership
Team ManagementInvite, change roles, remove, manage permissions
ContentCreate, edit, delete, publish
Billing & SubscriptionChange plans, update payment information
IntegrationsConnect social media, manage settings
AI & AutomationConfigure prompts, set up workflows

Use Cases:

  • Workspace founder
  • Account manager
⚠️

Important: Grant Owner permissions carefully. Owners have access to all workspace data and can delete the workspace.


Admin (Administrator)

Permission: All permissions except Owner privileges

Admins can perform almost all administrative tasks in the workspace:

Permission AreaAvailable Actions
Team ManagementInvite, change roles (except Owner), remove
ContentCreate, edit, delete, publish, approve
MarketingCreate campaigns, analytics, insights
IntegrationsConfigure social media connections, modify settings
AI & AutomationConfigure prompts, set up workflows
BillingRead-only (cannot manage)

Use Cases:

  • Team leader
  • Content director
  • Marketing manager

Tip: Assign Admin to trusted team members who can manage teams and make strategic decisions.


Manager (Manager - Limited Permissions)

Permission: Content and limited team management permissions

Managers can handle day-to-day content operations and limited team management:

Permission AreaAvailable Actions
Team ManagementView members, limited invitation
ContentCreate, edit, delete, publish
MarketingCreate campaigns, view analytics
IntegrationsPublish social media content
AIUse prompts, generate content
BillingRead-only (view only)

Use Cases:

  • Team coordinator
  • Content editor
  • Project manager

Member (Team Member - Basic User)

Permission: Content creation and basic functionality

Members can focus on their primary task of content creation and publication:

Permission AreaAvailable Actions
ContentCreate, edit, view, publish
MarketingCreate campaigns, view analytics
IntegrationsPublish and view social media content
AIUse prompts, generate content
Team ManagementView only
BillingCannot view

Use Cases:

  • Content creator
  • Social media operator
  • Marketing staff

Tip: This is the most common team member role. Assign this role to most team members.


Viewer (Viewer - Read-Only)

Permission: Read-only access

Viewers can only view all information in the workspace:

Permission AreaAvailable Actions
All AreasView only (read-only)
Edit/DeleteNot possible
PublishNot possible

Use Cases:

  • Stakeholder
  • Consultant
  • Audit purposes

Managing Member List

Viewing Member List

On the “Settings > Members” page, you can see all workspace members:

Information available in the list:

  • Name: Team member’s name (set in account information)
  • Email: Team member’s email
  • Role: Currently assigned role
  • Status: Active, Pending, Inactive
  • Join Date: Date joined the workspace

Searching and Filtering Members

You can find members using these methods:

  • Search: Search by member name or email
  • Filter by Role: Filter by Owner, Admin, Manager, Member, Viewer
  • Filter by Status: Filter by Active, Pending, Inactive

Managing Member Roles

Changing Roles

To change a team member’s role:

Step 1: Select Member

Find the member whose role you want to change in the members list.

Step 2: Open Role Edit Menu

Click the role display or menu button () on the right side of the member.

Step 3: Select New Role

Choose the new role from the dropdown menu.

Step 4: Confirm Change

Click “Change” or “Confirm” in the confirmation dialog.

Done!: The team member’s role is changed immediately. The member can use the new permissions right away.

⚠️

Important: Be careful when changing Owner roles. You cannot remove the last Owner.

Removing Team Members

To remove a team member from the workspace:

Step 1: Select Member

Find the member to remove.

Step 2: Open Remove Menu

Click the menu button () on the right side of the member.

Step 3: Select “Remove”

Choose “Remove” or “Delete” from the menu.

Step 4: Confirm Removal

Click “Remove” or “Delete” in the confirmation dialog.

⚠️

Important: When you remove a team member:

  • They can no longer access the workspace
  • Content they created is retained (ownership maintained)
  • You can invite them again later

Resending Invitations

To resend an invitation email to a member with Pending status:

  1. Find the member with Pending status in the members list
  2. Click the menu button ()
  3. Select “Resend Invitation”
  4. Confirm and the invitation email will be sent again

WORKSPACE/MANAGE - Highest Permission

Owner’s Core: WORKSPACE/MANAGE

The most important permission in Firstage’s permission system is WORKSPACE/MANAGE:

⚠️

Important: The WORKSPACE/MANAGE permission:

  • Includes all workspace permissions
  • Automatically includes all permissions from 23 categories
  • Is the highest permission that only Owner can have
  • Having WORKSPACE/MANAGE means all other permission checks automatically pass
  • This means the Owner can perform all workspace actions without restrictions

Difference from Other Roles

Owner (Has WORKSPACE/MANAGE):

All permissions automatically included → No restrictions

Admin, Manager, Member, Viewer (Has only specific permissions):

Only assigned permissions available → Detailed permission checks required

How It Works

// Owner with WORKSPACE/MANAGE
if (user.permissions.includes('WORKSPACE/MANAGE')) {
  // All permission checks automatically pass
  // WORKSPACE_CONTENT/CREATE? → Pass
  // WORKSPACE_MEMBER/DELETE? → Pass
  // WORKSPACE_BILLING/MANAGE? → Pass
  // All actions allowed
}
 
// Other roles without WORKSPACE/MANAGE
if (!user.permissions.includes('WORKSPACE/MANAGE')) {
  // Individual permission check for each action
  // Check WORKSPACE_CONTENT/CREATE → Required
  // Check WORKSPACE_CONTENT/DELETE → Required
  // Check WORKSPACE_MEMBER/DELETE → Required
  // Only specified permissions allowed
}

Understanding the Permission System

23 Permission Categories

Firstage uses 23 permission categories for granular permission management:

CategoryDescription
WORKSPACEBasic workspace settings and management
WORKSPACE_BILLINGBilling and subscription management
WORKSPACE_MEMBERInvite members, manage roles, remove
WORKSPACE_CONTENTCreate, edit, delete, publish content
WORKSPACE_MARKETINGMarketing strategy, brand management
WORKSPACE_MARKETING_CAMPAIGNCreate and execute marketing campaigns
WORKSPACE_MARKETING_INSIGHTMarketing performance analysis and reports
WORKSPACE_INTEGRATIONSocial media integration settings
WORKSPACE_INTEGRATION_CONTENTPublish social media content
WORKSPACE_INTEGRATION_INSIGHTSocial media performance analysis
WORKSPACE_AIUse and configure AI features
WORKSPACE_PROMPTCreate and execute AI prompts
Others11 other permission categories…

Permission Action Types

Within each category, these action permissions exist:

  • MANAGE: All permissions for that area (create, edit, delete, view)
  • CREATE: Create new items
  • UPDATE: Edit existing items
  • DELETE: Delete items
  • READ: View items

MANAGE Permission Inheritance: Having MANAGE permission automatically includes CREATE, UPDATE, DELETE, and READ.


Permission Management Best Practices

1. Principle of Least Privilege

Grant team members only the minimum permissions they need:

  • ✅ Members who only create content → Member role
  • ✅ When team management is needed → Manager or Admin role
  • ✅ When only viewing is needed → Viewer role
  • ❌ Granting Owner permissions to everyone

2. Regular Permission Reviews

Review permissions in these situations:

  • Team member job title changes
  • Project completion
  • Team member departure
  • Quarterly regular reviews

3. Monitoring and Auditing

Track important actions:

  • Monitor Owner activities
  • Check permission change history
  • Regular access reviews

Frequently Asked Questions

Q: I accidentally changed a team member’s permissions.

A: You can correct it again. Select the correct role and click the change button. Previous permissions will be automatically removed.


Q: Can I assign multiple roles simultaneously?

A: No, each team member can have only one role at a time. You can change it later if needed.


Q: Can I remove the last Owner?

A: No, a workspace must always maintain at least 1 Owner. You must assign another team member as Owner before changing your own role.


Q: Does it take time for new permissions to apply after changing roles?

A: No, permission changes apply immediately. Team members can use new permissions right away without logging in again.


Q: Can I selectively grant specific permissions?

A: Currently, permissions can only be granted through 5 predefined roles. Custom role features will be added in future updates.


Next Steps