Overview of Role Types and Permissions for Effective Workspace Management
IrisCX supports a variety of user roles—Guest, Observer, Expert, Manager, and Admin—each designed with specific permissions to match different responsibilities and access needs within an organization. These roles help ensure users have the appropriate level of access and functionality based on their role in the workspace.
Overview of User Roles
The table below outlines the user roles available in IrisCX, listed in order from the lowest to the highest level of access:
| Role | Access Level | Permissions | Ideal For | What Makes it Different? |
| Guest | 🔵 |
• ✅ Access personal sessions and tasks • 📤 Upload videos 🆕 |
External stakeholders (e.g., Home-owners, Project Managers) | Read & create content tied to their personal account |
| Observer |
🔵 🔵 |
• 👀 View all sessions (read-only) • 📊 Access Customer, Expert, and Reporting tabs |
Internal stakeholders who don't actively manage sessions |
Read-only access across key workspace areas—ideal for visibility without making changes |
| Expert | 🔵 🔵 🔵 | • 🛠️ Create sessions • 🎥 View and replay own or shared sessions* • 📤 Upload videos • 🗒️ Add notes and tags to personal sessions • 📊 Access reporting, Customer tab, and Expert tab |
Everyday Users who need to create Sessions | Grants full content creation access and personal session annotation tools |
| Manager | 🔵 🔵 🔵 🔵 |
• 📁 View, create, and delete all sessions • 🏠 Manage properties 🆕 • ⚙️ Set up Automations |
Team leads, supervisors, and department managers | Full editing access across sessions, users, properties, and automations |
| Admin | 🔵 🔵 🔵 🔵 🔵 | • 🛠️ Full access to all platform features and settings • 👥 Manage all users and permissions • 🧩 Configure integrations and workspace-wide defaults |
Workspace administrators responsible for platform-wide setup and governance | Complete control over all aspects of the workspace, including configuration, access control, and account management |
*Only available if Access Control is enabled from workspace settings