Standard Roles
Owner
The highest level of access within an organization.
Full access to all features and data
Can manage billing and subscription
Can add and remove administrators
Can configure organization settings
Admin
Administrative access for managing the organization.
Create, edit, and delete projects
Manage users and assign roles
Configure integrations and settings
Access all reports and analytics
Cannot modify billing (unless also Owner)
Member
Standard access for team members.
View projects they're assigned to
Create and update tasks
Upload and view documents
Log activities and comments
Limited access to sensitive settings
Guest
Read-only access for external collaborators.
View projects they're invited to
View documents and activities
Cannot create or modify content
Limited navigation access
What Can You Do?
Your role determines access across different areas:
Feature | Owner | Admin | Member | Guest |
View Dashboard | Yes | Yes | Yes | Yes |
Create Projects | Yes | Yes | Some | No |
Edit Projects | Yes | Yes | Own | No |
Delete Projects | Yes | Yes | No | No |
Upload Documents | Yes | Yes | Yes | No |
Log Activities | Yes | Yes | Yes | No |
Create Issues | Yes | Yes | Yes | No |
Manage Users | Yes | Yes | No | No |
View Reports | Yes | Yes | Some | No |
Change Settings | Yes | Yes | No | No |
Manage Billing | Yes | No | No | No |
Ownership-Based Access
Some features use ownership-based permissions:
"Own" items - Content you created or are assigned to
"All" items - Any content in your organization
For example, a Member might be able to edit their own tasks but not tasks created by others.
Checking Your Permissions
To see what you can access:
Go to Settings > Profile
Your role is displayed on your profile page
Navigation shows only features you can access
If you need additional access, contact your administrator.
Why Can't I See Something?
If a feature or menu item is missing:
Your role may not have access to that feature
The feature may be disabled for your organization
You may need to be added to specific projects
Contact your administrator if you believe you should have access to something.
Custom Roles
Your organization may have custom roles with specific permission combinations. Check with your administrator to understand any custom roles in use.