Every member of a workspace has a role. Five come built in; owners can add their own in Settings βΈ Roles & permissions.
| Permission | Owner | Admin | Member | Viewer | Guest |
|---|---|---|---|---|---|
| Edit own tasks | β | β | β | β | β |
| Edit everyoneβs tasks | β | β | β | β | β |
| Manage weeks | β | β | β | β | β |
| See analytics and timeline | β | β | β | β | β |
| Export and AI summary | β | β | β | β | β |
| Invite and manage members | β | β | β | β | β |
| Team settings and plan | β | β | β | β | β |
| See and manage money | β | β | β | β | β |
| Approve leaving and deleting | β | β | β | β | β |
| Create and edit roles | β | 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 canβt change anything.