Roles & Permissions

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

Role Hierarchy

From most to least access:

1.Owner — Full control
2.Admin — Almost full control
3.Member — Task management
4.Viewer — Read-only
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
•❌ Cannot delete tasks by default (allowed only when the project's Task Deletion setting is "All 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

Action	Owner	Admin	Member	Viewer
View project	✅	✅	✅	✅
Create tasks	✅	✅	✅	❌
Edit tasks	✅	✅	✅	❌
Delete tasks	✅	✅	⚠️	❌
Add comments	✅	✅	✅	❌
Create groups	✅	✅	❌	❌
Create sprints	✅	✅	❌	❌
Manage members	✅	✅	❌	❌
Edit settings	✅	✅	❌	❌
Delete project	✅	❌	❌	❌

> ⚠️ Delete tasks is controlled per project by the Task Deletion setting (Project Settings → General): Owner only, Owner & Admins (default), or All members. Under the default, Members cannot delete tasks. Deleted tasks are moved to the project Bin and can be restored for 30 days.

Best Practices

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