The complete guide to role-based access for external collaborators
Read Time: 18 minutes
§Introduction: The Contractor Security Paradox#
Every growing game studio faces the same paradox: you need external help to ship, but external people are a security risk.
Contractors need access to design docs to do their jobs. But you don't want them seeing:
- —Unannounced features that could leak
- —Revenue projections and business strategy
- —Other clients' projects (if you're an agency)
- —Internal discussions and HR documents
- —Competitive analysis and market positioning
The traditional approach? Either over-share (risky) or under-share (unproductive). Studios either give contractors full access and hope for the best, or they spend hours manually curating what to share.
Gameframe's role-based access control (RBAC) solves this. Contractors see exactly what they need—nothing more, nothing less. And it takes 5 minutes to set up.
§Part 1: Understanding Role-Based Access Control#
The Three-Layer Model#
Gameframe's access control has three layers:
Layer 1: Roles
What can someone DO? (View, edit, comment, admin, etc.)
Layer 2: Tags
What DOCUMENTS are relevant? (Character art, level design, balance, etc.)
Layer 3: Visibility Rules
Which TAGS can each ROLE see?
These combine: A "Contractor" role with visibility to "character-art" tag can view and potentially edit any document tagged "character-art" but literally cannot see documents tagged "internal-only."
How It Differs From Other Tools#
Notion/Google Docs approach:
- —Share individual documents or folders
- —Each contractor needs manual sharing
- —Easy to forget and over-share
- —No automatic expiration
Gameframe approach:
- —Define visibility rules ONCE per role
- —New documents auto-inherit the right visibility
- —Expiration dates remove access automatically
- —Contractors don't see "Access Denied"—they just see their workspace
The "Clean Workspace" Philosophy#
When a contractor logs in, they see:
- —A sidebar with relevant sections only
- —Documents they can access
- —Search that only returns accessible docs
- —Version history for documents they can see
What they don't see: Any hint of what they can't access. No "Access Denied" messages. No grayed-out folders. No "you don't have permission" popups.
From their perspective, the vault contains exactly what they need. Nothing more.
§Part 2: Setting Up Roles#
Step 1: Create the Contractor Role#
If you haven't already created a contractor role:
- 1.Open your vault
- 2.Go to Settings → Roles
- 3.Click Create Role
- 4.Configure the role:
Name: "Contractor" (or "External", "Partner", etc.)
Permissions:
| Permission | Recommended Setting | Notes |
|---|---|---|
| View documents | ✅ Enabled | They need to read |
| Edit documents | ⚠️ Depends | Only if they'll update docs |
| Comment | ✅ Enabled | Feedback without editing |
| Create documents | ❌ Disabled | Prevent doc sprawl |
| Delete documents | ❌ Disabled | Protect your work |
| Manage tags | ❌ Disabled | Prevent visibility changes |
| Manage team | ❌ Disabled | Admin only |
| Export | ⚠️ Depends | Disable if IP-sensitive |
| View history | ✅ Enabled | Context helps them work |
| Revert versions | ❌ Disabled | Dangerous for contractors |
Step 2: Configure Visibility Rules#
With the role created, set what tags this role can see:
- 1.In the role settings, find "Visible Tags"
- 2.Add the tags contractors should see
- 3.Save
Example for a character artist contractor:
- —✅ "character-art"
- —✅ "art-reference"
- —✅ "contractor-onboarding"
- —❌ "internal" (not added, so invisible)
- —❌ "roadmap" (not added, so invisible)
Built-In Roles#
Gameframe provides starter roles you can customize:
- —Admin - Full access to everything
- —Editor - Can edit but not manage
- —Viewer - Read-only access
- —Contractor - Limited scope, time-bound
You can modify these or create your own.
§Part 3: Organizing Documents with Tags#
The Tag System#
Tags are how you organize documents for visibility. Think of them as labels that determine who sees what.
Good tagging strategy:
| Tag | Purpose | Who Sees It |
|---|---|---|
| character-art | Character visual design | Art contractors, artists, designers |
| level-design | Level layouts and pacing | Level contractors, designers |
| balance | Numbers and tuning | Balance contractors, designers |
| internal | Company-only docs | Core team only |
| contractor-onboarding | Getting started guides | All contractors |
| roadmap | Future plans | Core team only |
| external-safe | Safe for anyone external | All contractors |
Tagging Best Practices#
1. Tag when you create
Get in the habit: create document → immediately add relevant tags.
2. Use multiple tags
A character spec might be tagged: "character-art" + "external-safe" + "project-x"
3. Create contractor bundles
Before a contractor starts, create their visibility:
- —"contractor-sarah-art" for Sarah's project
- —"contractor-mike-audio" for Mike's audio work
4. Audit regularly
Monthly, check: which docs have sensitive tags? Are any missing tags?
Mass Tagging#
For efficiency, you can tag multiple documents at once:
- 1.Go to Documents view
- 2.Select multiple documents (checkboxes)
- 3.Click Bulk Actions → Add Tags
- 4.Apply tags to all selected
Great for preparing a contractor's workspace quickly.
§Part 4: Inviting Contractors#
Step-by-Step: Sending an Invite#
- 1.Go to Team → Invite Member
- 2.Enter the contractor's email address
- 3.Select their Role (e.g., "Contractor" or a custom role)
- 4.Set an expiration date (critical!)
- 5.Add a welcome message (optional but nice)
- 6.Click Send Invite
The invite email includes:
- —Link to accept the invitation
- —Your vault name
- —The welcome message you wrote
Setting Expiration Dates#
Always set an expiration date. Even if you're not sure when the contract ends.
Why?
- —You'll forget to remove access manually
- —Contracts get extended — you can extend the date too
- —Peace of mind — access won't linger forever
Recommended settings:
- —Fixed contract: Contract end date + 1 week
- —Open-ended: 3 months (review and extend)
- —One-time task: Task completion date + 3 days
What Happens at Expiration#
On the expiration date at midnight (vault timezone):
- 1.Contractor's session is terminated
- 2.Their access is revoked
- 3.They receive an email notification
- 4.They can no longer see any documents
You'll receive a notification: "Sarah Chen's access to Project X expired."
Extending Access#
Need to extend?
- 1.Go to Team → Members
- 2.Find the contractor
- 3.Click Edit → Extend Access
- 4.Set new expiration date
- 5.Save
They're notified of the extension.
§Part 5: What Contractors Experience#
Their First Login#
When a contractor accepts your invite and logs in:
- 1.Clean onboarding: They see a welcome screen, not overwhelming options
- 2.Focused sidebar: Only sections relevant to their tags
- 3.Their documents: Only docs tagged for their visibility
- 4.Clear context: They know they're contractors (role badge visible)
Day-to-Day Experience#
Search: They can search, but results only include accessible docs.
Navigation: The sidebar shows only sections with docs they can see.
Version history: They see history for docs they can access.
Team visibility: They see other team members who have overlapping document access (not your full team).
What They Don't Experience#
- —"Access Denied" messages
- —Grayed-out or locked documents
- —Hints about docs they can't see
- —Your full team roster
- —Admin or settings sections
From their perspective, the vault is perfectly sized for their work.
§Part 6: Real-World Scenarios#
Scenario 1: Character Artist (3-Week Contract)#
Context: You're hiring Mei Lin to create character concepts for 3 weeks.
Setup:
- 1.Create tags:
- "character-concepts"
- "art-style-guide"
- "contractor-mei"
- 1.Tag documents:
- Art style guide → "art-style-guide"
- Character briefs → "character-concepts"
- Reference folder → "art-style-guide"
- 1.Configure visibility:
- Create or use "Art Contractor" role
- Visible tags: "character-concepts", "art-style-guide", "contractor-mei", "contractor-onboarding"
- 1.Invite:
- Email: mei.lin@freelance.com
- Role: Art Contractor
- Expiration: 3 weeks + 2 days
What Mei sees:
- —Art style guide
- —Character briefs for her project
- —Onboarding docs
- —Nothing about gameplay, story, or business
Scenario 2: External QA Team (Ongoing)#
Context: You have an external QA partner testing builds weekly.
Setup:
- 1.Create role: "QA Contractor"
- Can view: ✅
- Can edit: ❌ (they report bugs, don't change docs)
- Can comment: ✅
- Can export: ❌
- 1.Create tags:
- "qa-relevant"
- "known-issues"
- "test-plans"
- 1.Tag documents:
- Test plans → "qa-relevant", "test-plans"
- Known issues list → "qa-relevant", "known-issues"
- Release notes → "qa-relevant"
- 1.Invite QA team:
- Multiple invites, all with "QA Contractor" role
- Expiration: Quarterly (review and extend)
Scenario 3: Publisher Review (Milestone Access)#
Context: Publisher needs to review milestone docs temporarily.
Setup:
- 1.Create role: "Publisher Viewer"
- Can view: ✅
- Everything else: ❌
- 1.Create tag: "milestone-3-review"
- 1.Tag milestone docs:
- All docs needed for review get "milestone-3-review" tag
- 1.Invite publisher contacts:
- Expiration: Review deadline + 1 week
After milestone: Access expires automatically. No cleanup needed.
§Part 7: Security Best Practices#
1. Principle of Least Privilege#
Give contractors the minimum access needed for their job. When in doubt, leave a tag out. They can ask for more if needed.
2. Always Use Expiration#
Even for ongoing contractors. Set a date, then extend. This forces periodic review.
3. Pre-Flight Check#
Before sending invites:
- 1.Search for the tags they'll see
- 2.Review every document that appears
- 3.Look for accidentally tagged sensitive docs
4. Separate Tags for Each Contractor#
Instead of one "contractor" tag, use:
- —"contractor-mei-art"
- —"contractor-john-audio"
- —"contractor-qateam"
This way, contractors don't see each other's project docs.
5. Keep NDAs External#
Gameframe tracks what contractors access, but legal protection still matters. Ensure NDAs are signed before sending invites.
6. Review Activity Logs#
Periodically check what contractors accessed:
- 1.Go to Activity Log
- 2.Filter by contractor
- 3.Review document views and downloads
§Part 8: Managing Access Over Time#
Revoking Access Early#
Project ended? Contractor issue?
- 1.Go to Team → Members
- 2.Find the contractor
- 3.Click Revoke Access or Remove
- 4.Confirm
Access is terminated immediately. Their active sessions are ended.
Extending Access#
Need more time?
- 1.Find the contractor in Team
- 2.Click Extend Access
- 3.Set new expiration date
They're notified and can continue working.
Changing Roles#
Contractor promoted to editor?
- 1.Find them in Team
- 2.Click Edit
- 3.Change role
- 4.Adjust tags if needed
- 5.Save
Changes take effect immediately.
Audit Trail#
For every contractor, Gameframe logs:
- —When they were added
- —What role they were given
- —What documents they viewed
- —What edits they made (if permitted)
- —When they were removed
This is available in Activity Log → Filter by user.
§Part 9: Common Questions#
Q: What if a contractor needs access to a new document?
A: Tag the document with their visible tags. They'll see it immediately.
Q: Can contractors see who else is on the team?
A: Only team members who share document access with them.
Q: Can I have different expiration dates for different tags?
A: Not currently. Set the earliest date and extend if needed.
Q: What if a contractor creates a document?
A: New docs inherit tags based on the folder or parent. You can adjust after.
Q: Can contractors invite other people?
A: No. Invite permissions are admin-only.
Q: What happens to their edits after access expires?
A: Their edits remain. Version history shows who made each change.
Q: Can I temporarily disable access without deleting?
A: Yes. Use Suspend instead of Remove. They can be reactivated.
§Part 10: Quick Reference#
Setup Checklist#
- —[ ] Create contractor role(s)
- —[ ] Configure role permissions
- —[ ] Set up visibility rules (which tags role can see)
- —[ ] Create contractor-specific tags
- —[ ] Tag relevant documents
- —[ ] Pre-flight check: search tags, review results
- —[ ] Send invite with expiration date
- —[ ] Document their access (for your reference)
Key Actions#
| Action | Path |
|---|---|
| Create role | Settings → Roles → Create |
| Set visibility | Settings → Roles → [Role] → Visible Tags |
| Invite contractor | Team → Invite Member |
| Revoke access | Team → Members → [User] → Revoke |
| Extend access | Team → Members → [User] → Extend |
| View activity | Activity Log → Filter by user |
§Summary#
Gameframe's contractor access system gives you:
- —Clean separation — Contractors see only what they need
- —Automatic expiration — Access ends when contracts end
- —Full audit trail — Know exactly what was accessed
- —No friction — Contractors get a focused, professional workspace
Your contractors become productive immediately. Your sensitive information stays private. And you don't spend hours managing permissions.
That's security without friction.
Continue learning:
- —Contractor Onboarding Guide - Get contractors productive in hours, not days
- —Version Control 101 - Understand how document versioning works
- —Branching Like a Pro - Create safe spaces for contractor experiments
Ready to manage contractor access? Start your free trial and set up role-based permissions today.
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The Gameframe team builds version control tools specifically for game designers and studios. We understand the unique challenges of game development documentation.
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