Canvas Docs
  • GETTING STARTED
    • Our docs have moved
    • Connect your data
      • App and database connectors
      • Snowflake
      • BigQuery
      • Redshift
      • Postgres
        • Use an SSH tunnel
      • Static IP Addresses
      • dbt
        • dbt Cloud
        • dbt via GitHub
    • Create your first canvas
    • Onboarding your team
  • Building canvases
    • Import data
    • Formulas
    • SQL
    • Joins
    • Pivot tables
    • Charts
    • Filters
      • Date filters
      • Text search filters
      • Multi-select filters
    • Canvas API
    • Events API
    • Embed Login API
  • Embeds
    • Public Embeds
    • Scopes
    • Walkthrough
    • PowerPoint embeds
  • Managing users
    • Assigning permissions
  • Security
    • Data security
    • Bug bounty program
    • Privacy policy
    • Terms of service
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On this page
  • Inviting your team
  • Team Permissions
  • Permissions within a Canvas
  1. GETTING STARTED

Onboarding your team

Invite your team and configure their permissions

Inviting your team

There are several ways to share a canvas with teammates:

  1. Invite team members from the members tab on the home page

  2. Select share in the navigation menu to share your canvas with team members.

  3. Select comment in the canvas and select @ to mention an existing team member.

Team Permissions

Owners can invite team members to their Canvas team account and assign them any of the below permissions.

Role
Can
Cannot

Owners

  • Manage integrations

  • Manage billing information

  • Manage team members

Creators

Create and manage shared canvases

  • Manage integrations

  • Manage billing information

  • Manage team members

Explorers

Create private canvases

Create or manage shared canvases

Permissions within a Canvas

Owners can assign unique permissions on each canvas to control the access to and editing of sensitive data.

Role
Can
Cannot

Owners

  • Share a canvas with other team members and assign them canvas-level permissions

  • Delete a shared canvas they own

Editors

Once invited,

  • Edit the canvas

  • Invite commenters

  • Comment

  • Duplicate the shared canvas for private edits

Once invited,

  • Invite other editors

  • Delete the canvas

Commenters

Once invited,

  • Invite commenters

  • Comment

  • Duplicate the shared canvas for private edits

Once invited,

  • Edit the canvas

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Last updated 2 years ago