Manage Roles & Permissions

Overview

Walnut uses role-based access control to help teams collaborate efficiently while maintaining clear governance over who can create, edit, share, and manage assets across the workspace.

Each role is designed around common team workflows — from administrators managing workspace configuration, to builders creating demo content, to presenters sharing interactive experiences with customers.

Role Types

Walnut offers five distinct user roles, each designed to support different responsibilities within your workspace.

• Account Owner
  The primary owner of the Walnut workspace. Account Owners have full access to all workspace settings, billing configuration, integrations, assets, and user management.
• Admin
  Admins manage workspace configuration and team governance. They can manage users, adjust company settings, configure integrations, and create and manage all asset types including demo templates, playlists, and Deal Room templates.
• Editor
  Editors are the primary content builders in Walnut. They can create, edit, and manage demos, templates, playlists, and Deal Room templates. This role is typically used by Solution Engineers, Product Marketing, Enablement, and Customer Success teams responsible for building demo content.
• Presenter
  Presenters focus on sharing and personalizing content for customer interactions. They can create demos, build playlists, and create Deal Rooms from existing Deal Room templates. Presenters can also connect demos and assets to Deal Rooms for customer-facing experiences, but they cannot edit core templates.
• Viewer
  Viewers have limited access designed for team members who primarily present or review demos. They can view and share demos but do not have content creation or editing permissions.

Permissions by Role

The table below outlines what each role can view, create, or manage across demos, templates, playlists, Deal Rooms, and workspace administration.

Assigning or Changing Roles

Admins can assign or update roles for users in your workspace.

To assign or change a role:

1. Navigate to Company Settings → Users.
2. Select the user and open the Role dropdown.
3. Choose the role you would like to assign.

Change the Account Owner

Account Owners can transfer workspace ownership to another user by selecting Make Owner from the role dropdown next to that user.

Remove or Archive Users

Admins can remove or archive users from the workspace. If the user owns demos or templates, those assets will automatically be reassigned to the account owner.

To remove or archive a user:

1. Navigate to Account Settings → Users.
2. Click the X in the far-right column next to the user.
3. Select Transfer & Archive to confirm.