πŸ€” 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.

 

βš™οΈ How to Set User Roles

πŸ—ƒ To define roles & permissions in a Workspace or Folder:

  1. Go to any of your Workspaces/Folders
  2. Click the Λ… arrow next to your Workspace name and select πŸ‘₯ Members
  3. Set roles for existing Workspace members or invite others

 πŸ“ To define roles & permissions in a Project:

  1. Go to any of your Projects
  2. Click your Profile Photo (to the left of the Share button)
  3. Set roles for existing Project members or invite others
πŸ’‘ 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:

 

πŸ¦„ Owner Owners can fully configure and edit Projects and templates, manage Project/Workspace settings, and customize billing options.
πŸ‘©β€πŸ’» Admin Admins can fully configure and edit Projects/templates and manage Projects/Workspace settings.
✍️ Editor Editors can create and edit Projects/templates in a Workspace. They cannot manage Project or Workspace settings.
βœ… Checker Checkers can complete and comment on tasks. They cannot edit tasks, Projects, or templates.
πŸ€“ Viewer

Viewers can only comment and chat in Projects. They cannot create or edit Projects or templates in a Workspace.

 

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