Roles and permissions

Account

From the perspective of managing their own account, all users are treated as regular users — Site Admins and Template Users do not get any additional permissions. There are, however, restrictions on what actions regular users can do based on how they authenticate.

Settings

Internal Accounts
SSO (SAML/LDAP)

Update account info

Yes

No

Change password

Yes

No

Generate Git bridge authentication tokens

Yes

Yes

Delete Git bridge authentication tokens

Yes

Yes

Manage sessions

Yes

Yes

The Git Bridge integration is only available in Server Pro. Check out the Server Pro vs. Community Edition for more information.

Your Sessions

User

Clear sessions

Yes

View current session

Yes

View other sessions

Yes

Project Dashboard

From the perspective of the project dashboard, all users are treated as regular users — Site Admins and Template users do not get any additional permissions.

Project management and collaboration

User

Create new project

Yes

Open a project

Yes

Rename a project

Yes

View template gallery

Yes

Copy a project

Yes

Trash single project

Yes

Restore a project

Yes

Trash multiple projects

Yes

Restore multiple projects

Yes

Download a Zip of project

Yes

Download a Zip containing multiple projects

Yes

Join project (via banner)

Yes

Leave a project

Yes

Leave multiple projects

Yes

Organizing and finding projects

User

List owned and invited projects

Yes

Search for projects

Yes

Filter projects based on group (All, Your, Shared with you, Archived and Trashed Projects )

Yes

Create new tag

Yes

Tag a project

Yes

Tag multiple projects

Yes

Filter projects based on tag

Yes

Archive a project

Yes

Archive multiple projects

Yes

Account actions and navigation

User

Log out

Yes

Open account settings

Yes

Editor IDE

From the perspective of the Overleaf Editor IDE, you can be one of the following roles: Project Owner , Editor , Reviewer , Viewer , Site Administrator or Template User.

In Server Pro and Community Edition, there is support for providing anonymous read-only and read-write access to projects.

For more information on this check out the OVERLEAF_ALLOW_PUBLIC_ACCESS and OVERLEAF_ALLOW_ANONYMOUS_READ_AND_WRITE_SHARING environment variables here.

Text operations

Owner
Editor
Reviewer
Viewer
Viewer

Named Collaborator

Link Sharing

Edit text

Yes

Yes

Edits become suggestions

No

No

Sharing

Owner
Editor
Reviewer
Viewer
Viewer

Named Collaborator

Link Sharing

Invite new users or update sharing permissions

Yes

No

No

No

No

See named collaborator who the project is shared with

Yes

Yes

Yes

Yes

No

Project & file operations

Owner
Editor
Reviewer
Viewer
Viewer

Named collaborator

Link sharing

Rename the project

Yes

No

No

No

No

Create/rename/delete/move files

Yes

Yes

No

No

No

Download project or files

Yes

Yes

Yes

Yes

Yes

Duplicate the project

Yes

Yes

Yes

Yes

Yes

Collaborating

Owner
Editor
Reviewer
Viewer
Viewer

Named collaborator

Link sharing

Add & reply to comments

Yes

Yes

Yes

No

No

View comments

Yes

Yes

Yes

Yes

No

Resolve or delete collaborator comments

Yes

Yes

No

No

No

Add tracked changes

Yes

Yes

Yes

No

No

View tracked changes

Yes

Yes

Yes

Yes

Yes (cannot see author)

Accept or reject collaborator tracked changes

Yes

Yes

No

No

No

View and send chat messages.

Yes

Yes

Yes

Yes

No

Commenting and Real-time tracked changes are only available in Server Pro. Check out the Server Pro vs. Community Edition for more information.

The in-project chat feature can be disabled by setting OVERLEAF_DISABLE_CHAT=true. See the Environment variables section for more information on customizing your deployment.

History

Owner
Editor
Reviewer
Viewer
Viewer

Named collaborator

Link sharing

View history

Yes

Yes

Yes

Yes

No

Restore file or project from history

Yes

Yes

No

No

No

Add labels

Yes

Yes

Yes

No

No

Integrations

Owner
Editor
Reviewer
Viewer
Viewer

Named collaborator

Link sharing

Git: Clone & pull from Overleaf

Yes

Yes

Yes

Yes

Yes

Git: Push to Overleaf

Yes

Yes

No

No

No

The Git Bridge integration is only available in Server Pro. Check out the Server Pro vs. Community Edition for more information.

Manage template

User
Template User
Admin

Publish template to gallery (public)

No

Yes

No

Unpublish template (public)

No

Yes

No

Republish template in gallery (public)

No

Yes

No

Publish template to gallery (private)

No

Yes

Yes

Unpublish template (private)

No

Yes

Yes

Republish template in gallery (private)

No

Yes

Yes

The Template User role is specific to Server Pro. For more information on managing templates check out the Templates section.

User
Template User
Admin

List templates

Yes

Yes

Yes

Open as Template

Yes

Yes

Yes

Download template as Zip file

Yes

Yes

Yes

Unpublish template

No

Yes

Yes

Republish template

No

Yes

Yes

The Template User role is specific to Server Pro, it is not available in the Community Edition. For more information on managing templates check out the Templates section.

Admin Panel

Manage Site

System Messages

Server Pro
Community Edition

Post Message

Yes

Yes

Clear all messages

Yes

Yes

Open/Close Editor

Server Pro
Community Edition

Close Editor

Yes

Yes

Disconnect all users

Yes

Yes

Reopen Editor

Yes

Yes

Manage Users

The Admin Portal in the Community Edition only supports registering users. Full user managment is only availaing in Server Pro. Check out the Server Pro vs. Community Edition for more information.

Manage Users -> Users

Server Pro
Community Edition

List all users

Yes

No

Create user

Yes (if not using SSO)

Yes

Delete multiple users

Yes

No

Search for users

Yes

No

Manage Users -> Users -> User -> User Info

Server Pro
Community Edition

View user information

Yes

No

Add email address

Yes

No

Delete email address

Yes

No

Change primary email address

Yes

No

Generate password reset link (if using internal authentication)

Yes

No

Edit user profile information

Yes

No

View editor settings for user

Yes

No

Delete user

Yes

No

Assign Site Admin role

Yes

No

Manage Users -> Users -> User -> Projects

Server Pro
Community Edition

Search projects

Yes

No

View all projects

Yes

No

Delete multiple projects

Yes

No

View collaborators

Yes

No

Open project

Yes

No

View project information

Yes

No

Manage Users -> Users -> User -> Project -> Project Info

Server Pro
Community Edition

View project information

Yes

No

Open project

Yes

No

Transfer ownership of project to another user

Yes

No

View collaborators and permissions (direct shares)

Yes

No

View token-access collaborators and permissions (link sharing)

Yes

No

Open a copy of the project

Yes

No

Manage Users -> Users -> User -> Project -> Deleted Docs

Server Pro
Community Edition

List deleted documents

Yes

No

Undelete deleted documents

Yes

No

Manage Users -> Users -> User -> Project -> Audit Log

Server Pro
Community Edition

View project Audit Log

Yes

No

Manage Users -> Users -> User -> Deleted Projects

Server Pro
Community Edition

List deleted projects

Yes

No

View delete project information

Yes

No

Manage Users -> Users -> User -> Audit Log

Server Pro
Community Edition

View user Audit Log information

Yes

No

Manage Users -> Users -> User -> Sessions

Server Pro
Community Edition

View current user session information

Yes

No

Clear all sessions

Yes

No

License Usage

Server Pro
Community Edition

View active user count

Yes

No

Project URL Lookup

Server Pro
Community Edition

Search for project by URL

Yes

No

Last updated

Was this helpful?