Permissions & roles

Project and organization members can have different roles giving them a level of permissions.

Here is a visual summary of the different permission levels for each role:β€Œ

Project permissions

Owner is the user that created the project initially. It is not yet possible to become an owner. If you run into a problem because of this. Please contact us.

Manager is other type of user that have administration settings in a project. They can do most of the owner actions expect a few destructive operation, like for example deleting a project.

Member is the most common type of users on a project, they don't have permissions to organize the project and access project settings. But except that they can freely create topics, comments....

Observer is to be used for people that don't need to participate in the project actively, but who need to read all its content. Mind that observer don't count on your plan seat, so you can also switch member to observer to save seats if someone will be less active for a period of time.

Actions

Owner

Manager

Member

Observer

Public project visitor

Access topic list view

βœ…

βœ…

βœ…

βœ…

βœ…

Access files list view

βœ…

βœ…

βœ…

βœ…

βœ…

Access table view

βœ…

βœ…

βœ…

βœ…

βœ…

Access board view

βœ…

βœ…

βœ…

βœ…

βœ…

Access roadmap view

βœ…

βœ…

βœ…

βœ…

βœ…

Access topic page

βœ…

βœ…

βœ…

βœ…

βœ…

See project stats

βœ…

βœ…

βœ…

βœ…

βœ…

Create a Topic

βœ…

βœ…

βœ…

❌

❌

Create Topic tasks

βœ…

βœ…

βœ…

❌

❌

Comment a topic

βœ…

βœ…

βœ…

❌

❌

Upload files

βœ…

βœ…

βœ…

❌

❌

Mark topic as a response

βœ…

βœ…

βœ…

❌

❌

Move topic to another team

βœ…

βœ…

❌

❌

❌

Access project settings

βœ…

βœ…

❌

❌

❌

Create teams

βœ…

βœ…

❌

❌

❌

Invite users

βœ…

βœ…

❌

❌

❌

Import topics

βœ…

βœ…

❌

❌

❌

Create Sprint, Stage, package

βœ…

βœ…

❌

❌

❌

Run a flow

βœ…

βœ…

βœ…

❌

❌

Create flow

βœ…

βœ…

❌

❌

❌

Change Kanban workflow

βœ…

βœ…

❌

❌

❌

Delete a project

βœ…

❌

❌

❌

❌

Organization permissions

Actions

Owner

Manager

Member

Access projects list

βœ…

βœ…

βœ…

Access any organization projects without project invitation

❌

❌

❌

Access organization settings

βœ…

βœ…

❌

Invite members to organization

βœ…

βœ…

❌

Change organization members role

βœ…

βœ…

❌

Create project

βœ…

βœ…

❌

Duplicate prroject

βœ…

βœ…

❌

Subscribe to an organization plan

βœ…

❌

❌

Delete organization (Coming soon)

βœ…

❌

❌

Last updated

Was this helpful?