Shred User Roles & Permissions
Shred uses role-based permissions to help teams manage access as they scale. Roles determine what users can view, edit, delete, and manage within the workspace.
Permissions are designed to give admins clear control over user management and governance — without interrupting day-to-day proposal work.
Overview of Roles
Shred supports four roles:
System Admin
Marketer
Collaborator
Viewer
Each role has defined access levels across pursuits, proposals, and workspace management.
Note: All roles retain access to core AI tools (AI Chat, Search, Go / No-Go).
Role Summaries
⚙️ System Admin
System Admins have full access to Shred, including:
Managing users and roles
Accessing system settings
Creating, editing, and deleting Pursuits and Proposals
Using all AI features and tools
This role is intended for workspace owners or team leaders responsible for governance and configuration.
🧑💻 Marketer
Marketers have full working access to proposal content and AI tools.
They can:
Create, edit, and delete Pursuits
Create, edit, and delete Proposals
Use AI Chat, Search, and Go / No-Go
Collaborate across active work
They cannot manage users or system settings.
This is the standard full-access role for proposal contributors.
🙋 Collaborator
Collaborators have the same access as Marketers, with one limitation:
They cannot delete Pursuits or Proposals.
Collaborators can:
Create and edit content
Use AI features
Collaborate across workspaces
This role is useful when teams want contributors to participate fully without removing major records.
👀 Viewer
Viewers have read-only access.
They can:
View Pursuits and Proposals
Review generated content
Access AI Chat, Search, and Go / No-Go
They cannot:
Create, edit, or delete Pursuits or Proposals
Manage users or settings
This role is appropriate for stakeholders who need visibility but not editing control.
Feature Access Comparison
Feature | System Admin | Marketer | Collaborator | Viewer |
Access and use Shred | ✓ | ✓ | ✓ | ✓ |
AI Chat, Search, Go / No-Go | ✓ | ✓ | ✓ | ✓ |
Create & edit Pursuits | ✓ | ✓ | ✓ | — |
Delete Pursuits | ✓ | ✓ | — | — |
Create & edit Proposals | ✓ | ✓ | ✓ | — |
Delete Proposals | ✓ | ✓ | — | — |
Manage users & roles | ✓ | — | — | — |
Access system settings | ✓ | — | — | — |
What Happens When Adding a New User
New users will be added as the Viewer (read-only) access by default. Admins can update roles at any time.
Managing User Roles
System Admins can manage roles at any time:
Go to Settings
Select Team Management
View users and assign roles as needed
**Note: Looking for information on OpenAsset DAM permissions? Check out this Help Site section.