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Roles and Permissions

Control access and manage your workspace with clear roles.

Updated over a week ago

Owner

The Owner is the person who creates the workspace.

  • Responsible for billing and subscription

  • Has full admin access

  • Each workspace must have one and only one owner

The owner can transfer ownership if needed but cannot remove themselves until someone else is made the new owner.

Admin

Admins have full control over the workspace (except billing).

  • Approve or deny workspace join requests

  • Delete team members

  • Edit team member profiles and permissions

  • Manage workspace settings, tags, and custom fields

Admins help run the workspace without needing access to payment or subscription details.

Editor

All other members are Editors.

  • Can create and edit tasks, notes, and news

  • Can comment, assign, and collaborate across all sections

  • Cannot manage workspace settings or remove other users

Editors keep work moving without needing admin access.

Managing Roles

  • Admins and Owners can update team member roles by going to Settings > Team Permissions.

  • From there, you can promote members to Admin, or manage access as your team grows.

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