About
Role-based access control is a cornerstone of effective security and governance. When you assign team members a role, you increase visibility and sharing whilst maintaining control of which aspects of your work they can view, share and edit.
Role Types
Walnut offers five (5) distinct user roles, each designed to support different responsibilities within your team:
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Account Owner: The primary point of contact for managing the Walnut workspace. Account Owners have full access to all settings, assets, billing, and user management.
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Admin: Ideal for leadership roles in Sales Enablement, Product Marketing, and Business Development. Admins can manage users, content, and workspace-level settings.
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Editor: Best suited for hands-on roles like Solution Engineers, Account Executives, Customer Success Managers, and Onboarding Managers who need to create and customize demos.
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Presenter: Designed for team members such as Business Development reps, Demand Marketing specialists, and Onboarding Coordinators who share demos but don’t require editing access.
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Viewer: Perfect for C-Suite executives, Event Marketing professionals, or others who present demos during webinars, client meetings, or recorded sessions, without needing to make edits.
Permissions for Each Role
When you assign permission, here is a list of who can do what.
| Role | Admin | Editor | Presenter | Viewer |
| View templates | ✔️ | ✔️ | ✔️ | |
| View demos | ✔️ | ✔️ | ✔️ | ✔️ |
| Share demos internally and externally | ✔️ | ✔️ | ✔️ | ✔️ |
| Create demos | ✔️ | ✔️ | ✔️ | |
| Add presenter notes | ✔️ | ✔️ | ||
| Access insights | ✔️ | ✔️ | ✔️ | |
| Play demos from the Walnut extension | ✔️ | ✔️ | ✔️ | |
| Capture screens | ✔️ | ✔️ | ||
| Edit templates | ✔️ | ✔️ | ||
| Create demos | ✔️ | ✔️ | ||
| Share templates internally | ✔️ | ✔️ | ||
| Control editing permissions | ✔️ | ✔️ | ||
| Adjust company settings | ✔️ | |||
| Add integrations | ✔️ | |||
| Organize folders | ✔️ | |||
| Assign and change roles | ✔️ |
Assigning or Changing Roles
Admins can assign or change roles for people in your organization.
> To assign roles:
- Navigate to Company Settings > Users.
- Select the user, click the Role dropdown and select the role you want this user.
Change the Account Owner
Account owners can click on the drop down next to the user's roles and select the "make owner" button to transfer the ownership from you to them.
Remove Users
Admins can remove / archive users. If the user has templates or demos, they will be reassigned to your account.
> To remove / archive a user:
- Navigate to Account Settings>Users.
- Click the X in the far right column. A warning message appears.
- If you are sure you want to remove the user, click Transfer & Archive.