Custom Roles & Permissions
Give teammates the access they need.
Keep responsibilities clear.
Manage who can create, share, export, and use AI, with roles that fit how your research team works.
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Match research access to the way your team works
Different collaborators need different capabilities. Tetra provides roles and permissions for managing research, sharing and exporting material, using AI, and administering the workspace.
Set up roles around real responsibilities: who organizes studies, who contributes research, and who reviews the results. Review the role choices available on your plan before inviting a larger team.
Manage capabilities and workspace membership
Assign roles
Use the roles available on your plan to define what each workspace member can do.
Control actions
Configure supported permissions for activities such as managing research, sharing, exporting, and using AI. Custom roles depend on your plan.
Review administration
Manage members and teams, and use the audit log where available to inspect recorded account activity.
Review shared-link access alongside workspace roles
Workspace roles govern what members can do. A shared link also has an audience setting: teammates only, password protected, or public. When preparing a finding for stakeholders, check both who can share it and who should be able to open the link. These are two complementary decisions: member capabilities and the audience for shared material.
Alex Rivera
Research collaborator
Only Harbor teammates can open the link.
Alex cannot share the finding. A broader link audience does not grant sharing permission.
Prepare access for a new research team
- List the tasks each person needs to perform. Separate research creation, stakeholder review, and workspace administration.
- Choose or configure suitable roles and assign members. Review project access and sharing settings alongside those role permissions.
- Revisit access when responsibilities change. Review externally shared material separately from internal membership.
Questions before you start
- Are custom roles available on every plan?
- No. Standard roles and custom-role availability vary by plan. The pricing section lists the role options for each subscription.
- Does a role replace share-link settings?
- No. Workspace permissions and access through a share link address different situations. Check both when deciding who should be able to review research material.
Try it with your next research project.
Start with existing interviews or recruit participants for a new study. Choose the workflow that fits your team.
Participant recruitment is priced separately. See pricing for plan details.