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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 (can comment)
  5. 5.External Viewer — Limited read-only (can comment)

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
  • •✅ Invite new members (as Member, Viewer, or External Viewer)
  • •❌ Cannot modify groups or sprints
  • •❌ Cannot access settings
  • •❌ Cannot remove members or change roles
  • •❌ 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
  • •✅ Add comments and reactions (text-only — no file attachments)
  • •✅ Delete their own comments
  • •❌ Cannot create or edit tasks, groups, sprints, or settings

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✅✅❌❌
Invite members✅✅✅❌
Remove members / change roles✅✅❌❌
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

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