User Roles

This article will provide an overview of the different user roles in Moxo. 

Types of Users

Moxo has two types of users: clients and internal users. Users roles can be managed via Admin User Management.


  • Clients are anyone who is external to your organization or team. This encompasses your customers, vendors, partners, and any other third parties. Within the portal, client users will have visibility only of the workspaces they have been invited to. They are not required to have an account and can conveniently access Moxo workspaces through a magic link. Invitations to client users must be extended by internal users.

Internal Users

  • Internal users refer to individuals within your organization or team. These users enjoy comprehensive access to the complete range of Moxo features, such as workspaces, timelines, reporting dashboards, audit reports, productivity tools, and contacts. Internal users can invite new clients and create new workspaces. Internal users are required to have an account.


Administrator Role

An internal user can be made an Administrator. Administrators, or Admins, are internal users with special permissions and access. These permissions can be assigned and altered via the Admin User Management section.

What is an Administrator

Template Roles

When creating a new workspace template, the template creator will be prompted to create and name the roles for that specific template. These roles should represent the people who need to take action within the workflow.  You will assign specific users to each role when using a template.

Workspace Roles

The person who creates a workspace is the workspace owner. Anyone who is invited or joins a workspace is a workspace member.