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Organisation admin guide

Roles and permissions

The five built-in roles, what each can do, custom roles, and how leaving and deleting need an admin’s approval.

Updated 11 Nov 2026 Β· 1 min read

Every member of a workspace has a role. Five come built in; owners can add their own in Settings β–Έ Roles & permissions.

Owner, Admin, Member, Viewer and Guest.
PermissionOwnerAdminMemberViewerGuest
Edit own tasksβœ“βœ“βœ“β€“βœ“
Edit everyone’s tasksβœ“βœ“β€“β€“β€“
Manage weeksβœ“βœ“βœ“β€“β€“
See analytics and timelineβœ“βœ“βœ“βœ“β€“
Export and AI summaryβœ“βœ“βœ“β€“β€“
Invite and manage membersβœ“βœ“β€“β€“β€“
Team settings and planβœ“βœ“β€“β€“β€“
See and manage moneyβœ“βœ“β€“β€“β€“
Approve leaving and deletingβœ“βœ“β€“β€“β€“
Create and edit rolesβœ“β€“β€“β€“β€“

Custom roles

Make roles like Treasurer (sees and manages money, nothing else extra) or Supervisor (reads, comments and gives feedback on drafts). Pick each permission with a switch.

Nothing disappears by accident

  • A Member who wants to leave asks first. An owner or admin approves it, hands their open tasks to someone else, and their finished work stays under their name.
  • Deleting a task older than a day, or undoing a carry-over, also needs approval.
These rules are enforced by the server, not just hidden in the app, so a Viewer really can’t change anything.