What Are User Roles?
Are you a freelancer who works with multiple clients? Do you run your own business with multiple teams and departments? Taskade User Roles let you define the level of access other users have to your projects, workspaces, and folders.
๐ก Note: Visit Hierarchy Structure to learn how to organize your workflows.
Set User Roles (Workspace/Folder)
Navigate to a workspace/folder.
โClick the ห arrow next to your workspace name and select ๐ฅ Members.
โSet roles for existing workspace members or invite others.
Set User Roles (Projects)
Navigate to a project.
โClick your Profile Photo (to the left of the Share button).
โSet roles for existing Project members or invite others.
๐ก Note: Team members with access to your main Workspace will not automatically have access to any Folders you create.
5 Types of User Roles
You can set the following user roles/permissions:
๐ In This Article
What Are User Roles?
Set User Roles (Workspace/Folder)
Set User Roles (Projects)
5 Types of User Roles
๐ฆ Owner | Owners can fully configure and edit Projects, templates and automations manage Project/Workspace settings, and customize billing options. |
๐ฉโ๐ป Admin | Admins can fully configure and edit Projects/templates/automations and manage Projects/Workspace settings. |
โ๏ธ Editor | Editors can edit projects/templates/automations in a workspace. They cannot manage project/workspace settings. They cannot create automations. |
โ Checker | Checkers can complete and comment on tasks. They cannot edit tasks, Projects, or templates. |
๐ค Viewer | Viewers can only comment and chat in Projects. They cannot create or edit Projects or templates in a Workspace. |
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๐ก Did You Know?
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