Roles & Permissions

Understanding roles helps you set up the right access levels for your team.

Role Hierarchy

From most to least access:

  1. 1.Owner — Full control
  2. 2.Admin — Almost full control
  3. 3.Member — Task management
  4. 4.Viewer — Read-only
  5. 5.External Viewer — Limited read-only

Detailed Permissions

Owner

The project creator. Full access including:

  • ✅ Delete the project
  • ✅ Transfer ownership
  • ✅ All Admin permissions
Limit: One Owner per project

Admin

Trusted team leads with:

  • ✅ Edit project settings (name, dates, status)
  • ✅ Manage members (invite, remove, change roles)
  • ✅ Create, edit, delete groups
  • ✅ Create, edit, delete sprints
  • ✅ Full task management
  • ❌ Cannot delete project

Member

Standard team members:

  • ✅ Create tasks
  • ✅ Edit any task
  • ✅ Move tasks between groups/sprints
  • ✅ Add comments
  • ❌ Cannot modify groups or sprints
  • ❌ Cannot access settings
  • ❌ Cannot manage members

Viewer

Stakeholders who need visibility:

  • ✅ View all project data
  • ✅ View tasks, comments, timeline
  • ❌ Cannot create or edit anything
  • ❌ Cannot add comments

External Viewer

For clients or external stakeholders:

  • Same as Viewer
  • Distinguished in UI for business logic

Permission Matrix

ActionOwnerAdminMemberViewer
View project
Create tasks
Edit tasks
Delete tasks
Add comments
Create groups
Create sprints
Manage members
Edit settings
Delete project

Best Practices

  • Owner: Project managers, team leads
  • Admin: Senior team members, co-leads
  • Member: Active contributors
  • Viewer: Stakeholders, clients, observers