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User Roles

Each workspace member has a role that controls access to settings, team management, and destructive actions.

When to use this page​

Assign the right access level when inviting teammates or updating membership.

Who can do this​

Owners and admins manage roles. All members can read about roles to understand their access.

Available roles​

Owner​

Full workspace control, including team, settings, audit log, and deleting archived projects.

Admin​

Same management capabilities as owner for typical operations: team, settings, audit, and archived project deletion.

Member​

Day-to-day project work without team or company settings access.

See the full matrix in Roles and Permissions.

Change a member's role​

  1. Go to Team.
  2. Open the member's detail page.
  3. Select a new role.
  4. Save.

Safeguards prevent removing the last owner or admin without another admin in place.

Remove a member​

Owners and admins can remove members who should no longer access the workspace. Historical tasks and notes may still show the member's name.

Removal deactivates access; it does not delete past project work.

Next steps​

  • New role takes effect on next page load.
  • Removed members cannot sign in to the workspace until invited again.