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Roles and Permissions

Your role controls what you can see and do in LiftOff. Roles keep sensitive settings protected while letting the team collaborate on project work.

LiftOff role comparison

When to use this page​

Understand what owners, admins, members, and project guests can do so you know where to go for settings, team management, and project work.

Who can do this​

Everyone can read this page. Only owners and admins can change team access and company settings.

LiftOff roles​

Owner​

Owners have the highest level of access in the workspace.

Owners can usually:

  • Manage all projects, tasks, notes, and files
  • Invite and manage team members
  • Change company, planning, notification, and AI settings
  • View audit history
  • Permanently delete archived projects

Admin​

Admins help run the workspace day to day.

Admins can usually do everything owners can do, including team management, settings, audit history, and deleting archived projects.

Member​

Members focus on project work.

Members can usually:

  • View and edit projects they can access
  • Create and complete tasks
  • Add notes and upload files
  • Generate and print project reports
  • Use AI features where enabled
  • Archive and unarchive projects

Members cannot usually manage team members, company settings, or audit history, and they cannot permanently delete archived projects.

Project guest​

Project guests are invited to one project for short-term help, such as a freelancer or vendor who needs limited access.

Project guests can usually:

  • View and contribute to the project they were invited to
  • Work with tasks, notes, and files on that project

Project guests cannot usually:

  • Use AI features
  • Archive or delete projects
  • Manage project access for others
  • Access Clients, Settings, Team, or Audit Log
  • See other projects in the workspace

Project guest invite

Permission overview​

CapabilityOwnerAdminMemberProject guest
Access assigned projectsYesYesYesYes
Create and edit project workYesYesYesYes
Tasks, notes, filesYesYesYesYes
Use AI featuresYesYesYesNo
Archive and unarchive projectsYesYesYesNo
Generate reportsYesYesYesYes
Delete archived projectsYesYesNoNo
Manage team membersYesYesNoNo
Manage company settingsYesYesNoNo
View audit historyYesYesNoNo
Clients directoryYesYesYesNo

File permissions​

Uploading and labelling​

Members, admins, and owners can upload files to projects they can edit. Each file has a label such as mockup, recipe, note, or render. LiftOff suggests a label on upload. On mobile, press and hold a file to change its label. On desktop, click the file.

Deleting files​

  • Members can delete files they uploaded.
  • Owners and admins can delete any company file.

Managing file labels​

Only owners and admins can add, rename, or deactivate file labels in Planning Lists.

Project deletion rules​

Active projects cannot be deleted immediately.

  1. Archive the project first.
  2. An owner or admin can then permanently delete it from Archived Projects.

This helps prevent accidental removal of live event work.

If you cannot see something​

If a page, button, or setting is missing, your role may not include that access. Contact an owner or admin if you believe your access is wrong.