Roles and permissions

Every member who signs in has one role. Members without sign-in have no role: they own work but never act.

Employee. Sees everything in the company. Creates and edits tasks and work items, links items, attaches files, plans their day, requests leave, edits their own profile.

Manager. Everything an Employee does, plus the structure: projects, iterations, initiatives, labels, leave types, event types, client portals, leave approval for others, and other members’ profiles, status and work pace.

Admin. Everything a Manager does, plus the company: adding members and changing roles, company settings, integrations, billing, and every personal token in the company. The company owner is an Admin.

An AI assistant connected as a member has that member’s role. A client in a portal is not a member and has no role.