Default permissions
Each role's permissions out of the box. ✓ means granted.
| Area | Permission | Admin | Lead | Member |
|---|---|---|---|---|
| Dashboard | Admin dashboard | ✓ | — | — |
| Dashboard | Lead dashboard | ✓ | ✓ | — |
| Dashboard | Member dashboard, submit daily updates | ✓ | ✓ | ✓ |
| Navigation | Projects, Boards, Daily Updates, Reports, Notifications | ✓ | ✓ | ✓ |
| Navigation | Meetings | ✓ | ✓ | ✓ |
| Navigation | Org Chart | ✓ | ✓ | ✓ |
| Navigation | Account | ✓ | ✓ | ✓ |
| Navigation | Activity | ✓ | ✓ | — |
| Navigation | Users | ✓ | — | — |
| Projects | Create a project | ✓ | ✓ | — |
| Projects | Add people to a project | ✓ | ✓ | — |
| Projects | Remove people from a project | ✓ | ✓ | — |
| Projects | Choose another project manager when creating a project | ✓ | — | — |
| Daily updates | Approve daily updates | ✓ | ✓ | — |
| Standup | Standup board and Start Standup | ✓ | — | — |
| Tickets | See today's ticket activity on projects you're not assigned to | ✓ | ✓ | — |
| Meetings | Create meetings | ✓ | ✓ | — |
| Reports | Overview tab | ✓ | — | — |
| Reports | Projects tab | ✓ | ✓ | ✓ |
| Reports | People tab | ✓ | ✓ | — |
| Reports | Work Logs tab | ✓ | ✓ | ✓ |
| Reports | Export project health, team and employee reports | ✓ | ✓ | — |
| Activity | View the activity log | ✓ | ✓ | — |
| Users | Create, update and deactivate users | ✓ | — | — |
| Users | Send, resend and revoke invitations | ✓ | — | — |
| Users | Update or delete the company | ✓ | — | — |
| Users | Manage document types | ✓ | — | — |
| Roles | Manage permissions and role grants | ✓ | — | — |
Some rights also depend on your relationship to the work. For example, the project manager can manage that project's boards, workflow, sprints and tickets whatever their role. See Who can edit tickets and Roles at a glance.
The editor (when enabled)
The Roles & Permissions screen is a matrix with one row per permission and a checkbox for each role. You can search, filter by category, and grant or revoke permissions. Admin grants are locked so an organization can't lock itself out.