---
title: How To Set Up User Roles in SciNote (& user role permissions table)
description: SciNote has three layers of user roles. The first layer consists of roles in the Organization, the workspace is the second layer, and lastly the roles on Projects/Experiments/Tasks, each with their own access rights and system permissions.
---

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# How To Set Up User Roles in SciNote (& user role permissions table)

## SciNote has three layers of user roles. The first layer consists of roles in the Organization, the workspace is the second layer, and lastly the roles on Projects/Experiments/Tasks, each with their own access rights and system permissions.

### 1\. Organization-level Roles

#### Members can be invited to SciNote with one of two roles:

- **Administrator** - [check out this article](https://knowledgebase.scinote.net/en/knowledge/organization-administrator-permissions?hsLang=en) to learn about organization administrator permissions and how to manage organization roles. 
- **User**

**![Organization Role for SciNote Members\_Admin-1](https://knowledgebase.scinote.net/hs-fs/hubfs/Organization%20Role%20for%20SciNote%20Members_Admin-1.jpg?width=670&height=182&name=Organization%20Role%20for%20SciNote%20Members_Admin-1.jpg)**

Head to the end of the article for a downloadable table outlining all the exact SciNote user roles and associated permissions! 

### **2. Workspace-level Roles**

#### When a user is added to a workspace, the Workspace Owner assigns the user a role. **On the Workspace level, there are three user roles:**

- The **Owner** can manage the workspace's members and see all its projects. This means the workspace administrator can easily change the role of the workspace members or remove them from the workspace. 
    - \*Remember, Workspace Owners do not have access to all Projects within the Workspace by default, however [Owners can give themselves access to Projects](https://share.vidyard.com/watch/szHAMEFb4LzsCr3XFSiDCT?) if needed
- The **User **can create, edit, and archive the workspace's projects, inventory items, protocols, and reports.
- The **Viewer** is only allowed to view the inventories, protocols, reports, and projects they are invited to or what is shared with the entire workspace.

#### To manage members and user roles on the Workspace level:

1. **Click** **Settings** in the top right corner.
2. From the drop down, select **Workspaces. **
3. **Select** a workspace by clicking on its name.
4. **Access** the drop-down menu located in the **Actions column** on the right side that corresponds to the individual for whom you wish to modify the role.![How To Set Up User Roles in SciNote](https://knowledgebase.scinote.net/hs-fs/hubfs/How%20To%20Set%20Up%20User%20Roles%20in%20SciNote.png?width=670&height=288&name=How%20To%20Set%20Up%20User%20Roles%20in%20SciNote.png)
5. **Select** the role you would like to assign to that individual.

\*Reminder – Roles given at the Workspace level are **separate** from a user's role on a specific Project card. However, the former (workspace-level roles) can have an impact on limiting or allowing privileges for the users' project-specific access.

- For example, an 'Owner' at the Workspace level is not the same as an 'Owner' at the Project-Experiment-Task level, though Workspace Owners are able to provision themselves access to any Projects within the Workspace as an administrative permission.

### 3. Access roles for Projects, Experiments, and Tasks

#### On the Projects, Experiments, and Tasks,  there are distinct user access roles. 

These roles are inherited down to Experiments and Tasks from the Project unless otherwise changed. The following reflect Projects:

- The **Owner** has full authority when it comes to managing the people and the data in the projects
- The **User** has very similar rights as the Owner, but he/she cannot manage users. Furthermore, the User cannot archive a Project. They can archive an experiment, workflow, task, and result
- The **Technician** can follow the protocol and complete its steps. He/She can also leave comments in a protocol step
- The **Viewer** can only view a project's content and not edit project data in the ELN
- \*\*The **Reviewer** can view a project's content and comment on Task protocol steps or results. Reviewers can also sign off on Tasks and request Task signatures

To learn how to manage user roles at the **Project, Experiment, and Task levels** [check out this article.](https://knowledgebase.scinote.net/en/knowledge/managing-user-roles-at-each-level?hsLang=en) To learn more about access roles for Protocol Templates, [check out this article](https://knowledgebase.scinote.net/en/knowledge/how-to-create-a-protocol?hsLang=en).

\*\*Some SciNote plans have an additional Project-level access role called **Reviewer**.

This role is the same as Viewer, with additional permissions at the Task-level:

- to add/delete their own comments to Protocol Steps and Results
- Reviewers can sign Tasks
- request Task signatures
- revoke/reject any signature requests just for their own signature.

 Reach out to your Customer Success representative to learn about how to **add the Reviewer role** to your SciNote plan!

### 4. User Roles & Permissions Table – download here!

For a more detailed overview of SciNote's user roles and permissions, please find your applicable table below:

- [Premium Customers Permission Table](https://knowledgebase.scinote.net/hubfs/Simplified%20Permissions%20Table%202026.pdf?hsLang=en) 
    - \*Last updated for version 1.47.2 on March 18th

![](https://knowledgebase.scinote.net/hs-fs/hubfs/image-png-Apr-15-2026-12-08-25-2591-PM.png?width=670&height=511&name=image-png-Apr-15-2026-12-08-25-2591-PM.png)

<https://knowledgebase.scinote.net/hubfs/SciNote_user_roles_and_permissions-V27.pdf?hsLang=en>

You can also watch a video tutorial on Project members and their roles below.

<iframe height="360" src="https://www.youtube-nocookie.com/embed/IfLsE5znOhQ" style="margin: 10px auto; display: block; clear: both;" width="640" allowfullscreen></iframe>

 

---

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