Members and roles
Settings → Members & roles is where you invite people and decide what they may do. You need the Invite people and manage roles permission.
Invite someone
Section titled “Invite someone”Type an email address, pick a role and click Send invitation. The person gets an email with a link that is valid for 7 days and only for that address. You can also copy the link and send it yourself.
Pending invitations are listed under Pending invitations, where you can Revoke them.
Built-in roles
Section titled “Built-in roles”| Role | Typically for |
|---|---|
| Owner | May do everything, including deleting the workspace and transferring ownership. A workspace always has at least one owner. |
| Admin | Runs the workspace: settings, labels, members, integrations. |
| Member | Does the work: creates and edits items and projects. |
| Guest | Clients and outsiders who follow the work and comment. |
Permissions
Section titled “Permissions”Each role is a set of permissions:
- View projects and items
- Comment
- Create and edit items and tags
- Create and change projects
- Delete projects, and others’ comments and files
- Change statuses, types and priorities
- Change the workspace’s name, logo and language
- Connect integrations and rules
- Invite people and manage roles
- See the audit log
- See and change the plan and billing details
- Build, change and publish workflows
- Delete the workspace and transfer ownership (owners only)
Each permission also decides which settings pages a role sees; see Who sees which settings. Built-in roles keep their names, but you can change what they may do. Click New role to create your own, for example “Client lead”. Nobody can give a role more than they may do themselves.
Who is in the workspace
Section titled “Who is in the workspace”Everyone, guests included, sees the people in the workspace with their roles under People at the bottom of the sidebar. E-mail addresses and invitations are only on this page.
When someone lacks access
Section titled “When someone lacks access”If a person opens a page their role does not allow, they can click Request access. People who manage members get the request in their inbox and can change the person’s role.
Remove someone
Section titled “Remove someone”Click Remove next to the person. They lose access at once; their items, comments and history stay.
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