Roles and permissions

EndCreditsPro has two kinds of people: team members, who sign in and have a role on the project, and people you invite by email, who open a private link and need no account. This page lists what each one can do.

Project roles

Every team member has one role per project. You set it in the project’s Team page, under Role.

Role	In short
Admin	Full access. Manages the team, deletes the project and episodes.
Editor	Edits the credits, imports, renders, sends requests and approval phases. Can’t manage the team.
Approver	Views, comments and sends collaboration, review and share requests. Can’t edit the credits.
Reviewer	Views and comments.
Viewer	Read-only.

The person who creates a project is its Owner. The owner always has admin access, and nobody can change the owner’s role or remove them from the team.

The Approver role doesn’t sign off

The Team page describes Approver as someone who approves or rejects, but sign-off doesn’t go through this role. Approvals are given by the people listed in the project’s Approval workflow, from the link they get by email when their phase starts, whether or not they have an account. A team member with the Approver role can view, comment and send requests to collaborators and reviewers. To give someone a vote, add their email to a phase of the workflow. See Sign-off.

What each role can do

Action	Admin	Editor	Approver	Reviewer	Viewer
See the Data, Composition, Approvals and History tabs	Yes	Yes	Yes	Yes	Yes
Export the credits as TXT or Excel	Yes	Yes	Yes	Yes	Yes
Add, edit, reorder and delete credit lines and groups	Yes	Yes
Change the composition and the design	Yes	Yes
Import credits (text, Excel, Word, MP4)	Yes	Yes
Generate composition	Yes	Yes
Send a collaboration request, review request or share link, and accept or decline the answers	Yes	Yes	Yes
Add comments and notes, resolve comments	Yes	Yes	Yes	Yes
Delete a comment	Any	Own	Own	Own
Save a version, restore a version	Yes	Yes
Submit an approval phase, remind approvers, return to editing	Yes	Yes
Open the Renders tab, create, download, cancel and retry renders	Yes	Yes
Change the project’s settings and approval workflow	Yes	Yes
Add and edit episodes	Yes	Yes
Delete an episode or the project	Yes
Add and remove team members, change roles	Yes

Notes:

• Notes can only be edited or deleted by the person who wrote them.
• Files (images and fonts) can be uploaded by any member of the project or its organization. See Import limits for the accepted files.
• While an approval run is in progress, nobody can edit the credits, whatever their role. See Troubleshooting.

Organization roles

Projects belong to an organization. Every account gets its own organization, and you can be invited to other people’s. The organization has two roles, set under Organization role when you invite someone:

Organization role	Can do
Admin (and the organization’s owner)	Everything a collaborator can, plus: rename the organization, invite, edit and remove members, set the approval workflow that new projects start with.
Collaborator	See the organization’s projects, create new projects, use and upload organization files (images and fonts shared by every project).

To bring someone into a project:

1. Invite them to the organization with Invite new member. They get an email and create an account if they don’t have one.
2. In the project’s Team page, click Add member, pick them from the organization’s members and choose their role.

People you invite by email (no account)

These people get a private link by email and never need to sign up. Each link works only for what it was sent for.

Who	Sent from	What they can do	How long the link works
Collaborator	Request collaboration on a group in the Data tab	Add and correct the credit lines of that one group, mark them Verified or To review, and submit. Locked lines are read-only.	1, 3, 7, 15 or 30 days, until someone submits or you cancel.
Reviewer	Request review on a group in the Data tab	Mark each line of that group as verified, or leave a note on a line with a problem, and submit.	1, 3, 7, 15 or 30 days, until someone submits or you cancel.
Share guest	Share in the Composition tab	Watch a read-only preview of the credits and leave comments, attributed to their email.	1, 3, 7, 15 or 30 days, or until you Revoke it.
Approver	Their email on a phase of the Approval workflow	Watch the credits, comment, and approve or request changes when their phase is active.	Until the run returns to the editing phase or they’re removed from the phase. A reminder resends the same link.

Nothing an external person sends changes your credits by itself: you accept or decline collaborations and reviews, and comments stay comments. Invitation emails are sent in English, Spanish or Catalan, chosen when you send them.

The guides: Let the departments fill it in, Get the spelling right, Comments and review links and Sign-off.