Roles
Every workspace starts with four roles:Key differences
- Owner — there is exactly one owner per workspace. The owner alone manages billing and can rename, transfer, or delete the workspace. To hand the workspace to someone else, see Transfer ownership.
- Admin — admins can do almost everything the owner can: manage members, roles, outside collaborators, and projects. They can’t manage billing or change the workspace’s own settings. A workspace can have any number of admins.
- Member — members see and work in every project in the workspace and can merge to staging. They can’t create projects or change project settings.
- Restricted — restricted people can open every project and chat, but they only get read access to code and to your connected Odoo environments.
Custom roles
Owners, and anyone whose role can manage roles, can change these roles or create new ones on the workspace’s Roles tab. A role decides how far someone may go with code and connected Odoo, and whether they can see usage, manage connections, roles, members, or projects, and delete & transfer projects. Billing always stays with the owner. You can only manage roles that sit below your own in the list.”Delete & transfer projects” always includes “Manage projects” — whoever can move a project out of a workspace can bring one back in.
Outside collaborators
Sometimes someone outside your workspace — a contractor, a client, a consultant — needs to work on a single project. Instead of making them a member (which opens every project), add them to just that project:- Open the project and go to Settings → People & access
- Under Outside collaborators, click Add collaborator
- Enter the email address of their CodeCobra account, pick their role for this project, and click Add
Outside collaborators are only available on workspace projects, and their usage is billed to the workspace. To share a personal project, move it to a workspace first.
Collaborators need an existing CodeCobra account. If the person hasn’t signed up yet, ask them to create an account first, then add them by the same email address.
Invite members
- Open your workspace and go to the Collaborators tab
- Click Invite
- Enter one or more email addresses — press space or enter after each one
- Choose a role for them. You can only give out roles below your own, and never Owner.
- Optionally tick Require 2FA before joining
- Click Send Invite
Accept an invitation
You can accept from the email or from inside CodeCobra:- From the email — open the link. If you aren’t signed in, click Sign In first, using the account with the invited email address. Then click Accept Invitation.
- In CodeCobra — open Workspaces. Invitations waiting for you are listed under Pending invitations; click Accept (or Decline).
Manage members
Anyone whose role can manage members can, for people whose role is below their own:- Change a member’s role — on the Collaborators tab, click the member’s role and pick another
- Remove a member — they lose access to every workspace project immediately, unless they were separately added to a project as an outside collaborator
Transfer ownership
The owner can hand the workspace to someone who is already a member:- If they aren’t a member yet, invite them and wait for them to accept
- Open the workspace’s General tab and find Ownership & deletion
- Next to Transfer ownership, click Transfer
- Pick the new owner and click Transfer
Delete a workspace
The owner can delete a workspace from the General tab: next to Delete workspace, click Delete and type the workspace’s name to confirm. Every member is removed, and the workspace’s projects move to the owner’s personal account.Next steps
Workspaces
How workspaces, members, and projects fit together.
Create a project
Add projects to your workspace.