KluvanHelp

Choose who can manage Studio

Changing Studio changes Kluvan for the whole organisation, so it takes its own right. The owner and managers have it. You can give it to a team member, for example an operations lead who looks after your fields and templates.

Before you start

  • You must be the owner or a manager. See Roles and rights.
  • Studio is in every paid plan.

Steps

  1. Open Team → Users and pick the person.
  2. Open Rights and find Manage Studio (fields, layouts, statuses, rules, templates).
  3. Tick it and select Save. From their next page, the person sees the Studio editors.

What each person can do

PersonIn Studio
OwnerEverything; always sees and edits every custom field
Manager, or a team member with the rightAdd and change fields, layouts, statuses, approval limits and templates; publish and go back; share saved views and set default views; read the change history
Everyone elseFill in the custom fields they may edit on records; save private views of a list; open the Studio overview, Saved views, Forms and Analytics as their other rights allow

Good to know

  • Who sees and edits each custom field is set on the field itself (Who sees it, Who can change it), by role: managers, team members, field staff and self-service seats.
  • Every change made with this right is in the change history, with the person's name.
  • People with the right see Today items for Studio drafts waiting to be published.
  • Related: Add a custom field, Set an approval limit.

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