Help Center

Managing Roles & Permissions

Roles are customizable sets of permissions that are assigned to team members and managed under roles and permissions in your workspace settings. By default, owners of a workspace are assigned a system role with all permissions and cannot be modified, but new members can be assigned a system role or a custom role.

Custom roles can have any name you like as well as any combination of permissions. You can create as many custom roles as needed for your Workspace.

Coupled with our bulk member management, you can create a custom role with your desired permissions and assign it to multiple members quickly and easily. Editing the role will automatically update the permissions for all members assigned to it.

System Roles

These roles are included in all workspaces and cannot be modified.

  • Owner - The owner role has all available permissions. Workspaces are required to have a minimum of one owner but can have as many as desired.

  • Guest - The Guest role is read-only and includes permissions allowing the user to view all tasks, time entries, and reports in the workspace. Members with the guest role are free of charge.

Default Custom Roles

These roles are automatically created for you, but you can rename them, change the permissions, or delete them as needed. They are just a helpful default to get your workspace started.

  • Admin - The admin role includes most permissions, but no access to manage the subscription/billing or roles and permissions within the workspace.

  • Member - The member role is more limited than the admin role in that they cannot modify tasks/time entries for other members or view tasks/time entries from other teams, edit past time entries, modify project sections, or project automation rules.

Manage Workspace Permissions

  • Workspace - Manage the workspace account settings.
  • Billing - Manage the workspace billing and subscription.
  • Clients - Create, update, and delete clients.
  • Projects - Create, update, and delete projects.
  • Project Sections - Create, update, and delete project sections.
  • Project Rules - Update project automation rules.
  • Labels - Create, update, and delete labels.
  • templates - Create, update, and delete shared templates.

Manage Users Permissions

  • Teams - Create, update, and delete teams.
  • Members - Invite, update, deactivate, and remove workspace members.
  • Roles - Create, update, delete, and assign roles and permissions.

Task and Time Entry Permissions

  • My Tasks - Create, update, and delete their own tasks and time entries.
  • My Team - View the tasks and time entries of all members of their team
  • Other Tasks - Create, edit, and delete tasks and time entries of members they have access to.
  • Other Teams - Access to all workspace members, not just their assigned team.
  • Past Time Entries - Create, edit, and delete past time entries they have edit access to.

Report Permissions

  • Reports - Create and export reports.
Note

Role and permission management in app requires the Roles permission.

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