Borderless has three user permission levels: Owner, Editor and Viewer. The level you assign controls what a person can see and do across your businesses and sites. This article explains how to add a user, what each level can and cannot do, and how to change or remove access.
Adding a user
Open the Sponsor licences area and go to Users.
Click Add a new user.
Choose a permission level: Owner, Editor or Viewer.
Assign access to the specific businesses and sites the user should see.
⚠️ If no sites appear when adding a user, return to the sponsor licence page and add a site first.
Owner (full access)
Owners have the highest level of access and can do everything in Borderless. In addition to everything an Editor can do, only an Owner can:
Manage staff, meaning create, edit and delete other users
Create sponsorships, which starts the offer and hiring flow
Submit offer drafts
Move individuals between sites, including bulk moves
Create invoices and process CoS request payments
Create and delete sponsorship roles within CoS requests
Manage integration connections and settings
Editor (create and edit)
Editors can manage most day to day setup and casework, but cannot manage users, payments or sponsorships. Editors can:
Create and edit businesses and sites
Create and edit employment records
Manage all sponsor licence sections, namely About Company, Getting Started, Additional Info, Prospective Roles, Authorising Officer, Employee Activity and Integration
Create, submit and delete prospective roles
Submit a sponsor licence for Borderless review
Upload documents through DocuSeal
Initiate CoS workflow runs
Carry out all read operations
Editors cannot manage staff, create sponsorships, submit offer drafts, move individuals between sites, create invoices or process payments, or create and delete sponsorship roles.
Viewer (read only)
Viewers have read only access and cannot create, edit or delete anything. Viewers can:
View all sponsor licence sections
View employment record counts
View identity verification extracted data
Read across the platform generally
Viewers cannot make any changes, manage staff, modify sponsorships, employment records or sponsor licences, or take any payment or invoice action.
Quick reference
Owner only:
Manage staff (create, edit and delete users)
Create sponsorships
Submit offer drafts
Create invoices and process payments
Move individuals between sites
Create and delete sponsorship roles
Owner and Editor:
Create and edit businesses and sites
Create and edit employment records
Manage sponsor licence sections
Create, submit and delete prospective roles
Initiate CoS workflow runs
All three levels (Owner, Editor and Viewer):
View sponsor licence sections
View employment counts
View identity verification data
Changing or removing a user
Only an Owner can change another user's permission level or remove a user. Open the Users area, select the user, and update their level or access, or remove them. To keep access secure, give each person the lowest level that still lets them do their job, and reserve Owner for the small number of people who manage staff, payments and sponsorships.