Understanding User Roles and Permissions

User Roles Explained

Our platform uses a role-based access control system to manage what users can see and do. Understanding these roles is key to maintaining a secure and organized workspace.

Available Roles

• Admin: Has full access to all settings, projects, and billing information. Can manage users and integrations.
• Editor: Can create, edit, and delete projects and tasks. Cannot access account-level settings or billing.
• Viewer: Has read-only access to projects and tasks they have been invited to. Cannot make any changes.

How to Assign Roles

Roles can be assigned when you invite a new user to your account or to a specific project. To change an existing user's role:

1. Go to Settings > Users.
2. Click on the user you wish to modify.
3. Select a new role from the dropdown menu and click 'Save'.

Note: Only Admins can change user roles.