Manage users, roles, and permissions

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Roles​

• Admin Admins have full access to everything in the workspace. They can manage members, update settings, and perform all actions across projects, cycles, and modules. If you’re an admin, you’re essentially running the show.
• Member Members are your core team. They can create, edit, and delete content in projects, cycles, and modules. Members also can create new projects. This role works well for collaborators who need to contribute to day-to-day tasks.
• Guest Guests are external collaborators—like clients or contractors—who need limited access. They can only view the specific content they’ve been invited to. This role is perfect for keeping outsiders in the loop without giving them full access.

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Grant view access to Guests​

You can turn on this setting in Project Settings > Members. Enabling this setting allows guest users to view all project work items, providing them with broader visibility into the project’s progress and details. This is useful for external stakeholders who need full context without editing permissions.

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Permissions​

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Manage Members​

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Add member​

1. Click on Add member. This opens a modal where you can:
   1. Enter the email addresses of the user you’re inviting.
   2. Assign the role to Admin, Member, or Guest.
   3. Click Add another to add multiple users.
   4. Finally, click the Invite button.

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Update member roles​

1. Locate the member whose role you want to update.
2. Use the role dropdown to promote or demote their role.

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Remove member​

1. Find the member you want to remove.
2. Click the Remove option next to their name.