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Roles & Permissions — Controlling Team Access

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Table of Contents
Roles: Permission Architecture and Access Control
Core Concept: Global vs. Resource-Scoped Access
Workspace-Wide Roles (Global Scope)
Resource-Specific Roles (Scoped Access)
1. Creating a Role
Permission Configuration
2. Permission Matrix Overview
Databases
Assets
Security & Settings
Integrations
Studio Editor
Audience Data
Content Systems
Campaigns & Bookings
3. Example Role Configurations
Content Editor
Event Coordinator
Data Analyst
Developer (Sandbox Access)

Roles: Permission Architecture and Access Control

A Role is a defined set of permissions that determines what a team member can view and perform within the platform.

Levo operates on a granular, action-based permission model, allowing administrators to explicitly control whether a user can:

  • Create

  • Read

  • Update

  • Delete

These actions can be configured independently across every module in the system, ensuring precise and predictable access control.

Core Concept: Global vs. Resource-Scoped Access

Levo’s permission system is built on a dual-layer scoping model that supports both broad and highly restricted access.

Workspace-Wide Roles (Global Scope)

Permissions apply across the entire workspace.

For example: Granting “Blog: Create Posts” allows the user to create posts in all blog collections within the workspace.

Resource-Specific Roles (Scoped Access)

Permissions can be restricted to a specific resource or instance.

For example: The same “Blog: Create Posts” permission can be limited to a single blog (e.g., Engineering Blog), preventing access to other blogs such as Marketing Blog.

This allows administrators to maintain strict boundaries while reusing the same role definitions.

1. Creating a Role

To create a new role:

  1. Navigate to the Roles dashboard

  2. Click Create Role

  3. Enter a clear name and description

  4. Configure permissions using the available controls

Permission Configuration

  • Permissions are organized by module in an expandable interface

  • Each module exposes Create, Read, Update, Delete actions

  • Toggle permissions to define the exact access level

Tip: Use the Select All / None options within each module to speed up configuration.

2. Permission Matrix Overview

Roles can be configured across all major system components:

Databases

Control access to collections, including creating entries, editing data, and exporting records.

Assets

Manage permissions for the media library, including upload, modification, and deletion of assets.

Security & Settings

Define access to sensitive areas such as:

  • Workspace settings

  • API keys

  • Webhooks

  • Staff management

  • Activity logs

Integrations

Control who can connect and manage third-party services.

Studio Editor

Manage access to site structure and design elements, including:

  • Pages

  • Domains

  • Popups

  • URL redirects

Audience Data

Restrict or allow access to user data and analytics, including:

  • Member accounts

  • Segments

  • Insights

Content Systems

Control publishing capabilities across:

  • Blog (posts, categories, tags)

  • Events (tickets, coupons, attendees)

Campaigns & Bookings

Manage access to:

  • Notifications and templates

  • Booking and checkout systems

3. Example Role Configurations

Content Editor

  • Blog Posts: Create, Read, Update

  • Studio Pages: Read-only Allows content creation without impacting site structure.

Event Coordinator

  • Events, Tickets, Coupons: Full access

  • Studio, Audience Data, Billing: No access Focuses access strictly on event management.

Data Analyst

  • Audience Insights & Segments: Read-only

  • Collections: Export access

  • All other actions: No update or delete permissions Ensures safe data analysis without risk of modification.

Developer (Sandbox Access)

  • Integrations, API Keys, Webhooks, Collections: Full access

  • Roles & Staff: No access Allows development work while protecting administrative controls.


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Workspace Identity, Billing & Developer Access

The Workspace Hub is the foundational control layer of your platform. It centralizes critical administrative functions, including organizational identity, billing management, integrations, and developer access.

Activity Log — Track Every Workspace Change

The Activity Log provides a clear record of important actions within your workspace. It shows who performed an action and when, helping you maintain visibility and accountability.

Managing Staff Members & Invitations

The Staff section provides workspace access management, displaying both active members and pending invitations while enabling role administration.
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