If you'd like to give a team member visibility into Karbon—such as the ability to view contact information and collaborate on work—but prevent them from making updates to Work items or Contacts, you can do this by combining their user role with granular permissions.
Steps:
1. Assign the user the "Standard User" role
Go to Settings > Colleagues
Click the three dots next to the colleague's name and select Edit User Permissions
Set their role to Standard User
This prevents them from:
Accessing Settings
Exporting Contact or Work data
Managing user permissions for others
2. Remove Contact Update Permissions
In the same Edit User Permissions window:
Scroll to the Contact Permissions section
Uncheck the boxes for:
Create Contacts
Edit Contacts
Delete Contacts
This ensures they can view contact details but cannot make any changes.
3. Remove Work Update Permissions
Still in the Edit User Permissions window:
Scroll to the Work Permissions section
Uncheck the boxes for:
Create Work
Edit Work
Delete Work
This prevents the user from modifying or creating any work items.
Additional Tips
The Restricted User role also prevents editing but limits visibility across the app. If the user still needs to collaborate, Standard User with limited permissions is often the better option.
These permission settings can be adjusted at any time as the user’s responsibilities evolve.