Roles and permissions

What it is

Access in Binary is set by your workspace role, with extra controls at the form and field level. This determines what each person can see and do.

Workspace roles

• Admin - full access: all forms and candidates, workspace analytics, members and roles, settings, billing, and integrations.
• Member - limited: can only see forms they create or are added to, and the candidates in those forms. Members can't see workspace-level analytics or manage members.
• Referrer - very limited: can only submit and see their own referrals - no forms, candidates, analytics, or other data.

Form-level access

Beyond roles, you can add anyone as an editor on a specific form (see Add members to a form). Workspace Admins can always access every form; the form's owner and its editors can manage it.

Field-level protection

Individual columns/fields on a form can be protected so only chosen people see them - the form owner and workspace Admins always can (see Protect a column).

Plan-gated features

Some capabilities require the Business plan regardless of role: workspace analytics, interview scheduling, referrals, the Slack assistant, and feedback templates. See Plans and billing.