Permissions matrix
This is the exhaustive permissions reference for every system-defined role in Plane.
For conceptual background, see Roles and permissions. For the role catalog, see Member roles.
Plane has two sets of roles: workspace roles that control what someone can do across the entire workspace, and project roles that control what they can do inside a specific project. A person's project role is independent of their workspace role — you can be a workspace Member but a project Admin.
Symbols used on this page
- ✓ - Permitted for any item
- Own - Permitted only on items the user created (creator condition)
- Lead - Permitted only when the user holds the Lead designation in that teamspace
- — - Not permitted
- * - All actions permitted (wildcard grant in permission scheme)
Workspace permissions
Owner and Admin bypass: Workspace Owners have unconditional full access. Workspace Admins have full access to all workspace resources and all project resources — without needing project membership.
Workspace settings
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View workspace settings | ✓ | ✓ | ✓ | ✓ |
| Edit workspace settings | ✓ | ✓ | — | — |
| Delete workspace | ✓ | — | — | — |
| Transfer ownership | ✓ | — | — | — |
Workspace members
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View member list | ✓ | ✓ | ✓ | ✓ |
| Invite by email | ✓ | ✓ | — | — |
| Import members (CSV / SSO) | ✓ | ✓ | — | — |
| Change a member's role | ✓ | ✓ | — | — |
| Assign Owner role | ✓ | — | — | — |
| Assign Admin role | ✓ | ✓ | — | — |
| Remove a member | ✓ | ✓ | — | — |
Custom Roles
Custom roles are workspace-defined role definitions extending the base system roles.
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View custom roles | ✓ | ✓ | — | — |
| Create a custom role | ✓ | ✓ | — | — |
| Edit a custom role | ✓ | ✓ | — | — |
| Delete a custom role | ✓ | ✓ | — | — |
Projects (Workspace-level management)
This covers project creation, discovery, and admin operations from the workspace level. For content access inside a project, see Project permissions.
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| Browse / list all projects | ✓ | ✓ | ✓ | — |
| Create a project | ✓ | ✓ | — | — |
| Self-join a public project | ✓ | ✓ | ✓ | — |
| Self-join a private project | ✓ | ✓ | — | — |
| Edit project settings | ✓ | ✓ | — | — |
| Archive a project | ✓ | ✓ | — | — |
| Delete a project | ✓ | ✓ | — | — |
| Publish project (make public) | ✓ | ✓ | — | — |
Workspace Owners and Admins have full access to all project content without needing explicit project membership.
Auto-join project role mapping (when a workspace member self-joins a project):
| Workspace role | Project role assigned |
|---|---|
| Owner | Admin |
| Admin | Admin |
| Member | Contributor |
| Guest | — (cannot self-join) |
| Custom role | Contributor |
Initiatives
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View initiatives | ✓ | ✓ | ✓ | — |
| Create | ✓ | ✓ | — | — |
| Edit | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | — | — |
| React | ✓ | ✓ | ✓ | — |
| Add / remove epics | ✓ | ✓ | — | — |
| Add / remove projects in scope | ✓ | ✓ | — | — |
| Drag and drop (reorder) | ✓ | ✓ | — | — |
Initiative links
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View links | ✓ | ✓ | ✓ | — |
| Add a link | ✓ | ✓ | — | — |
| Edit a link | ✓ | ✓ | — | — |
| Delete a link | ✓ | ✓ | — | — |
Initiative attachments
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | ✓ | — |
| Add attachment | ✓ | ✓ | — | — |
| Edit attachment | ✓ | ✓ | — | — |
| Delete any attachment | ✓ | ✓ | — | — |
Initiative comments
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View comments | ✓ | ✓ | ✓ | — |
| Create a comment | ✓ | ✓ | ✓ | — |
| Edit own comment | ✓ | ✓ | Own | — |
| Delete own comment | ✓ | ✓ | Own | — |
| Delete any comment | ✓ | ✓ | — | — |
| React to a comment | ✓ | ✓ | ✓ | — |
Initiative updates
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View updates | ✓ | ✓ | ✓ | — |
| Create an update | ✓ | ✓ | — | — |
| Edit an update | ✓ | ✓ | — | — |
| Delete an update | ✓ | ✓ | — | — |
| React to an update | ✓ | ✓ | ✓ | — |
| Comment on an update | ✓ | ✓ | ✓ | — |
| Edit own update comment | ✓ | ✓ | — | — |
| Delete own update comment | ✓ | ✓ | — | — |
| React to an update comment | ✓ | ✓ | ✓ | — |
Members can react and comment on initiative updates but cannot edit or delete those comments.
Teamspaces (Workspace-level management)
This covers workspace-admin operations over teamspaces. For actions taken by teamspace members inside a teamspace, see Teamspace permissions.
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| Browse / list teamspaces | ✓ | ✓ | — | — |
| Create a teamspace | ✓ | ✓ | — | — |
| View a teamspace | ✓ | ✓ | Members only¹ | — |
| Edit teamspace settings | ✓ | ✓ | — | — |
| Delete a teamspace | ✓ | ✓ | — | — |
| Add members to teamspace | ✓ | ✓ | — | — |
| Remove members from teamspace | ✓ | ✓ | — | — |
| Assign Lead designation | ✓ | ✓ | — | — |
| Link a project to teamspace | ✓ | ✓ | — | — |
| Unlink a project from teamspace | ✓ | ✓ | — | — |
¹ Workspace Members must be explicit teamspace members to view a teamspace's content. Owners and Admins bypass this.
Wiki
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View a page | ✓ | ✓ | ✓ | — |
| Create a page | ✓ | ✓ | ✓ | — |
| Edit page content / title | ✓ | ✓ | ✓ | — |
| Lock / unlock a page | ✓ | ✓ | ✓ | — |
| Make page public / private | ✓ | ✓ | ✓ | — |
| Share a page | ✓ | ✓ | ✓ | — |
| Archive a page | ✓ | ✓ | ✓ | — |
| Restore a page | ✓ | ✓ | ✓ | — |
| Duplicate a page | ✓ | ✓ | ✓ | — |
| Delete a page | ✓ | ✓ | ✓ | — |
| Move a page | ✓ | ✓ | ✓ | — |
| Update page icon / logo | ✓ | ✓ | ✓ | — |
| Export / download | ✓ | ✓ | ✓ | — |
| Favourite a page | ✓ | ✓ | ✓ | — |
| Comment on a page | ✓ | ✓ | — | — |
Commenting on workspace pages requires Owner or Admin.
Wiki Collections
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View collections | ✓ | ✓ | ✓ | — |
| Create a collection | ✓ | ✓ | ✓ | — |
| Edit own collection | ✓ | ✓ | Own | — |
| Edit any collection | ✓ | ✓ | — | — |
| Delete own collection | ✓ | ✓ | Own | — |
| Delete any collection | ✓ | ✓ | — | — |
Workspace Views
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View all workspace views | ✓ | ✓ | ✓ | ✓¹ |
| Create a view | ✓ | ✓ | ✓ | — |
| Edit own view | ✓ | ✓ | Own | — |
| Edit any view | ✓ | ✓ | — | — |
| Delete own view | ✓ | ✓ | Own | — |
| Delete any view | ✓ | ✓ | — | — |
| Share / make public | ✓ | ✓ | — | — |
| Publish externally | ✓ | ✓ | — | — |
| Export | ✓ | ✓ | ✓ | — |
| Favourite / pin | ✓ | ✓ | ✓ | — |
¹ Guests can view workspace views but only see work items from projects they have explicit access to.
Workspace Drafts
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View drafts | ✓ | ✓ | ✓ | — |
| Create a draft | ✓ | ✓ | ✓ | — |
| Edit a draft | ✓ | ✓ | ✓ | — |
| Delete own draft | ✓ | ✓ | Own | — |
| Delete any draft | ✓ | ✓ | — | — |
| Duplicate a draft | ✓ | ✓ | ✓ | — |
| Move draft to a project | ✓ | ✓ | ✓ | — |
| Manage drafts (bulk operations) | ✓ | ✓ | ✓ | — |
Releases
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View releases | ✓ | ✓ | ✓ | — |
| Create a release | ✓ | ✓ | — | — |
| Edit a release | ✓ | ✓ | — | — |
| Delete a release | ✓ | ✓ | — | — |
| Add work items to a release | ✓ | ✓ | — | — |
| Remove work items from a release | ✓ | ✓ | — | — |
| Add / edit / delete links | ✓ | ✓ | — | — |
| Add attachment | ✓ | ✓ | — | — |
| Delete attachment | ✓ | ✓ | — | — |
| Edit changelog | ✓ | ✓ | — | — |
| Manage tags | ✓ | ✓ | — | — |
| Add a comment | ✓ | ✓ | — | — |
| Edit own comment | ✓ | ✓ | — | — |
| Delete own comment | ✓ | ✓ | — | — |
| React to a comment | ✓ | ✓ | — | — |
| View activity | ✓ | ✓ | ✓ | — |
Customers
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View customers | ✓ | ✓ | — | — |
| Create a customer | ✓ | ✓ | — | — |
| Edit a customer | ✓ | ✓ | — | — |
| Delete a customer | ✓ | ✓ | — | — |
| Add attachment | ✓ | ✓ | — | — |
| Delete attachment | ✓ | ✓ | — | — |
Workspace Analytics
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | ✓ | — |
| Export | ✓ | ✓ | ✓ | — |
| Apply filters | ✓ | ✓ | ✓ | — |
Dashboards
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View dashboards | ✓ | ✓ | ✓ | — |
| Create a dashboard | ✓ | ✓ | — | — |
| Edit a dashboard (rename, settings) | ✓ | ✓ | — | — |
| Delete a dashboard | ✓ | ✓ | — | — |
| Add a widget | ✓ | ✓ | — | — |
| Edit a widget | ✓ | ✓ | — | — |
| Delete a widget | ✓ | ✓ | — | — |
| Rearrange widgets | ✓ | ✓ | — | — |
| Apply quick filters (view only) | ✓ | ✓ | ✓ | — |
| Favourite a dashboard | ✓ | ✓ | — | — |
Worklogs
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | ✓ | — |
| Export | ✓ | ✓ | ✓ | — |
Workspace Activity Logs
Audit trail of all changes made across the workspace.
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View workspace activity | ✓ | ✓ | ✓ | — |
| Export workspace activity | ✓ | ✓ | ✓ | — |
User Activity Logs
Per-member activity history showing what a specific workspace member has done.
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View user activity | ✓ | ✓ | ✓ | — |
| Export user activity | ✓ | ✓ | ✓ | — |
Workspace Automations
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | — | — |
| Create | ✓ | ✓ | — | — |
| Edit | ✓ | ✓ | — | — |
| Enable / disable | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | — | — |
Workspace Assets
Files and images uploaded at workspace scope (logos, avatars, rich-text embeds not tied to a specific project).
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View / download | ✓ | ✓ | ✓ | ✓ |
| Upload | ✓ | ✓ | ✓ | — |
| Edit | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | — | — |
| Manage (bulk) | ✓ | ✓ | — | — |
Workspace Project States
Workspace-level project status definitions used for project grouping (Enterprise).
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | ✓ | ✓ | — |
| Edit | ✓ | ✓ | ✓ | — |
| Delete | ✓ | ✓ | ✓ | — |
Workspace Features
Controls for toggling workspace-level features on or off.
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View feature settings | ✓ | ✓ | — | — |
| Enable / disable features | ✓ | ✓ | — | — |
Workspace Work Item Types
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | — | — |
| Create | ✓ | ✓ | — | — |
| Edit | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | — | — |
Workspace Custom Properties
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | — | — |
| Create | ✓ | ✓ | — | — |
| Edit | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | — | — |
Custom Relations
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | ✓ | ✓ | — |
| Edit | ✓ | ✓ | ✓ | — |
| Delete | ✓ | ✓ | ✓ | — |
Favorites
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View own favorites | ✓ | ✓ | ✓ | — |
| Add a favorite | ✓ | ✓ | ✓ | — |
| Edit (rename) a favorite | ✓ | ✓ | ✓ | — |
| Remove a favorite | ✓ | ✓ | ✓ | — |
Integrations
Third-party integration connections (GitHub, Slack, Jira, Linear, etc.).
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View integrations | ✓ | ✓ | ✓ | — |
| Connect an integration | ✓ | ✓ | — | — |
| Configure an integration | ✓ | ✓ | — | — |
| Disconnect an integration | ✓ | ✓ | — | — |
| Admin-only operations (manage) | ✓ | ✓ | — | — |
| Create integration | ✓ | ✓ | — | — |
| Delete integration | ✓ | ✓ | — | — |
Webhooks
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | — | — |
| Create | ✓ | ✓ | — | — |
| Edit | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | — | — |
Workspace API Tokens
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | — | — |
| Create | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | — | — |
Billing
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View billing | ✓ | ✓ | — | — |
| Manage billing | ✓ | ✓ | — | — |
Plane AI
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| Use AI features | ✓ | ✓ | ✓ | — |
Work Item Templates
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | — | — |
| Create | ✓ | ✓ | — | — |
| Edit | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | — | — |
Page Templates
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | — | — |
| Create | ✓ | ✓ | — | — |
| Edit | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | — | — |
Project Templates
| Permission | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | — | — |
| Use to create a project | ✓ | ✓ | ✓ | — |
| Publish | ✓ | ✓ | — | — |
| Create | ✓ | ✓ | — | — |
| Edit | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | — | — |
Project permissions
Workspace Owner / Admin bypass: Workspace Owners and Admins have full access to all content in every project in their workspace without holding explicit project membership.
Project Settings
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View project settings | ✓ | ✓ | ✓ | ✓ |
| Edit project settings | ✓ | — | — | — |
| Archive project | ✓ | — | — | — |
| Restore project | ✓ | — | — | — |
| Delete project | ✓ | — | — | — |
| Publish project (make public) | ✓ | — | — | — |
Project Members
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View member list | ✓ | ✓ | ✓ | ✓ |
| Invite by email | ✓ | — | — | — |
| Invite existing workspace member | ✓ | — | — | — |
| Change a member's role | ✓ | — | — | — |
| Remove a member | ✓ | — | — | — |
| Leave project | ✓ | ✓ | ✓ | ✓ |
Work Items
Core actions
| Permission | Admin | Contributor | Commenter | Guest | Notes |
|---|---|---|---|---|---|
| View work items | ✓ | ✓ | ✓ | Own | Guest: own intake submissions only |
| Create a work item | ✓ | ✓ | — | — | |
| Edit a work item | ✓ | ✓ | Own | Own | Blocked on archived items |
| Delete a work item | ✓ | Own | Own | Own | |
| Bulk edit | ✓ | ✓ | — | — | |
| Assign to a user | ✓ | ✓ | — | — | |
| Duplicate a work item | ✓ | ✓ | — | — | |
| Archive a work item | ✓ | ✓ | — | — | |
| Restore from archive | ✓ | ✓ | — | — | |
| Export work items | ✓ | ✓ | — | — | |
| Import work items | ✓ | — | — | — | |
| Move to another project | ✓ | ✓¹ | — | — | ¹ Requires Contributor on both projects |
| Mark as draft | ✓ | ✓ | — | — | |
| React | ✓ | ✓ | ✓ | — | |
| Subscribe / unsubscribe | ✓ | ✓ | Own | — | Tied to edit permission |
| Vote | ✓ | ✓ | ✓ | — |
Property changes (all require edit permission)
| Property | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| State | ✓ | ✓ | — | — |
| Priority | ✓ | ✓ | — | — |
| Assignees | ✓ | ✓ | — | — |
| Labels | ✓ | ✓ | — | — |
| Work item type | ✓ | ✓ | — | — |
| Parent (sub-task of) | ✓ | ✓ | — | — |
| Start date | ✓ | ✓ | — | — |
| Due date | ✓ | ✓ | — | — |
| Estimate | ✓ | ✓ | — | — |
| Cycle | ✓ | ✓ | — | — |
| Module | ✓ | ✓ | — | — |
| Milestone | ✓ | ✓ | — | — |
| Drag and drop / reorder | ✓ | ✓ | — | — |
| Restore description version | ✓ | ✓ | — | — |
Conversion and structure
| Permission | Admin | Contributor | Commenter | Guest | Notes |
|---|---|---|---|---|---|
| Add sub-work item | ✓ | ✓ | — | — | Blocked on archived items |
| Convert to epic | ✓ | ✓ | — | — | Blocked on archived items |
| Convert to sub-task | ✓ | ✓ | — | — | |
| Switch work item type | ✓ | ✓ | — | — | Blocked on archived items |
Work Item Relations
| Permission | Admin | Contributor | Commenter | Guest | Notes |
|---|---|---|---|---|---|
| Add relation | ✓ | ✓ | — | — | |
| Edit a relation | ✓ | ✓ | — | — | |
| Remove a relation | ✓ | ✓ | — | — | |
| View relations | ✓ | ✓ | ✓ | ✓ |
Work Item Links
| Permission | Admin | Contributor | Commenter | Guest | Notes |
|---|---|---|---|---|---|
| Add a link | ✓ | ✓ | — | — | |
| Edit a link | ✓ | ✓ | — | — | |
| Delete a link | ✓ | ✓ | — | — | |
| View links | ✓ | ✓ | ✓ | — |
Work Item Attachments
| Permission | Admin | Contributor | Commenter | Guest | Notes |
|---|---|---|---|---|---|
| View attachments | ✓ | ✓ | ✓ | — | |
| Add attachment | ✓ | ✓ | ✓ | — | Commenter: upload only |
| Edit own attachment | ✓ | Own | — | — | |
| Delete own attachment | ✓ | Own | — | — | |
| Delete any attachment | ✓ | — | — | — | Admin only |
Worklogs
| Permission | Admin | Contributor | Commenter | Guest | Notes |
|---|---|---|---|---|---|
| Log work (add work log) | ✓ | ✓ | — | — | Blocked on intake work items |
| Edit own work log | ✓ | Own | — | — | |
| Delete own work log | ✓ | Own | — | — |
Comments
| Permission | Admin | Contributor | Commenter | Guest | Notes |
|---|---|---|---|---|---|
| Create comment | ✓ | ✓ | ✓ | — | Blocked on archived work items |
| Edit own comment | ✓ | Own | Own | — | Blocked on archived work items |
| Delete own comment | ✓ | Own | Own | — | Not blocked by archived status |
| Delete any comment | ✓ | — | — | — | Admin only |
| React to comment | ✓ | ✓ | ✓ | ✓ | |
| Resolve a comment | ✓ | ✓ | ✓ | — |
Epics
Core actions
| Permission | Admin | Contributor | Commenter | Guest | Notes |
|---|---|---|---|---|---|
| View epics | ✓ | ✓ | ✓ | — | |
| Create an epic | ✓ | ✓ | — | — | |
| Edit an epic | ✓ | ✓ | — | — | Blocked on archived items |
| Delete an epic | ✓ | Own | — | — | |
| Archive / restore | ✓ | ✓ | — | — | |
| Duplicate | ✓ | ✓ | — | — | |
| Export | ✓ | ✓ | — | — | |
| React | ✓ | ✓ | ✓ | — | |
| Subscribe / unsubscribe | ✓ | ✓ | — | — | |
| Convert to work item | ✓ | ✓ | — | — | |
| Add sub-work items | ✓ | ✓ | — | — | |
| Add / remove relations | ✓ | ✓ | — | — |
Epic Links
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View links | ✓ | ✓ | ✓ | — |
| Add a link | ✓ | ✓ | — | — |
| Edit a link | ✓ | ✓ | — | — |
| Delete a link | ✓ | ✓ | — | — |
Epic Custom Properties
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View custom properties | ✓ | ✓ | ✓ | — |
| Edit property values | ✓ | ✓ | — | — |
| Create / delete epic property definitions | ✓ | ✓ | — | — |
Epic Updates
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View updates | ✓ | ✓ | ✓ | — |
| Create an update | ✓ | ✓ | — | — |
| Edit own update | ✓ | Own | — | — |
| Delete own update | ✓ | Own | — | — |
| React to an update | ✓ | ✓ | — | — |
| Comment on an update | ✓ | ✓ | — | — |
| Edit own comment | ✓ | Own | — | — |
| Delete own comment | ✓ | Own | — | — |
| React to a comment | ✓ | ✓ | — | — |
Project Updates
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View updates | ✓ | ✓ | ✓ | ✓ |
| Create an update | ✓ | ✓ | — | — |
| Edit own update | ✓ | Own | — | — |
| Delete own update | ✓ | Own | — | — |
| React to an update | ✓ | ✓ | ✓ | — |
| Comment on an update | ✓ | ✓ | — | — |
| Edit own comment | ✓ | Own | — | — |
| Delete own comment | ✓ | Own | — | — |
| React to a comment | ✓ | ✓ | ✓ | — |
Cycles
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View cycles | ✓ | ✓ | ✓ | — |
| Create a cycle | ✓ | ✓ | — | — |
| Edit a cycle | ✓ | ✓ | — | — |
| Archive a cycle | ✓ | ✓ | — | — |
| Restore (unarchive) | ✓ | ✓ | — | — |
| Delete a cycle | ✓ | Own | — | — |
| Manage cycle (admin operations) | ✓ | — | — | — |
| Add work items to cycle | ✓ | ✓ | — | — |
| Remove work items from cycle | ✓ | ✓ | — | — |
| Transfer work items to next cycle | ✓ | ✓ | — | — |
| Edit cycle filters | ✓ | ✓ | — | — |
| Export cycle | ✓ | ✓ | — | — |
| Favourite a cycle | ✓ | ✓ | ✓ | — |
Modules
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View modules | ✓ | ✓ | ✓ | — |
| Create a module | ✓ | ✓ | — | — |
| Edit a module | ✓ | ✓ | — | — |
| Archive a module | ✓ | ✓ | — | — |
| Restore (unarchive) | ✓ | ✓ | — | — |
| Delete a module | ✓ | Own | — | — |
| Manage module (admin operations) | ✓ | — | — | — |
| Add work items to module | ✓ | ✓ | — | — |
| Remove work items from module | ✓ | ✓ | — | — |
| Add members to module | ✓ | ✓ | — | — |
| Remove members from module | ✓ | ✓ | — | — |
| Export module | ✓ | ✓ | — | — |
Milestones
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View milestones | ✓ | ✓ | ✓ | — |
| Create a milestone | ✓ | ✓ | — | — |
| Edit a milestone | ✓ | ✓ | — | — |
| Delete a milestone | ✓ | ✓ | — | — |
| Add work items to milestone | ✓ | ✓ | — | — |
| Remove work items from milestone | ✓ | ✓ | — | — |
Intake
| Permission | Admin | Contributor | Commenter | Guest | Notes |
|---|---|---|---|---|---|
| Submit a new intake item | ✓ | ✓ | ✓ | ✓ | All roles can submit |
| View all submissions | ✓ | ✓ | ✓ | Own | Guest: own only |
| Edit own submission | ✓ | Own | Own | Own | |
| Delete own submission | ✓ | Own | Own | Own | |
| Add attachment to own submission | ✓ | Own | Own | Own | |
| Accept a submission | ✓ | — | — | — | Only while in actionable status |
| Decline a submission | ✓ | — | — | — | Only while in actionable status |
| Snooze a submission | ✓ | — | — | — | |
| Mark as duplicate | ✓ | — | — | — | |
| Mark as spam | ✓ | — | — | — | |
| React to a submission | ✓ | ✓ | ✓ | ✓ | |
| Comment on a submission | ✓ | ✓ | ✓ | — | |
| Export intake | ✓ | ✓ | — | — | |
| Configure intake settings | ✓ | — | — | — | |
| Manage intake | ✓ | — | — | — |
Pages
| Permission | Admin | Contributor | Commenter | Guest | Notes |
|---|---|---|---|---|---|
| View a page | ✓ | ✓ | ✓ | ✓ | Public pages viewable without role check |
| Create a page | ✓ | ✓ | — | — | |
| Edit page content / title | ✓ | ✓ | — | — | Blocked if archived or locked |
| Lock a page | ✓ | ✓ | — | — | |
| Unlock a page | ✓ | ✓ | — | — | |
| Archive a page | ✓ | ✓ | — | — | |
| Restore (unarchive) | ✓ | ✓ | — | — | |
| Delete a page | ✓ | — | — | — | Admin only |
| Duplicate a page | ✓ | ✓ | — | — | |
| Make page public / private | ✓ | ✓ | — | — | |
| Share page (publish link) | ✓ | Own | — | — | Contributor: own pages only |
| Update page icon / logo | ✓ | ✓ | — | — | |
| Move a page (reparent) | ✓ | ✓ | — | — | |
| Favourite a page | ✓ | ✓ | — | — | |
| Add comment on page | ✓ | ✓ | — | — | Uses page edit permission |
| Export / download | ✓ | ✓ | ✓ | ✓ | Anyone who can view |
Views
| Permission | Admin | Contributor | Commenter | Guest | Notes |
|---|---|---|---|---|---|
| View all views | ✓ | ✓ | ✓ | ✓ | |
| Create a view | ✓ | ✓ | — | — | |
| Edit own view | ✓ | Own | — | — | |
| Edit any view | ✓ | — | — | — | Admin only |
| Delete own view | ✓ | Own | — | — | |
| Delete any view | ✓ | — | — | — | Admin only |
| Share / make public | ✓ | Own | — | — | |
| Publish externally | ✓ | Own | — | — | |
| Export | ✓ | ✓ | — | — | |
| Favourite / pin | ✓ | ✓ | ✓ | — | Personal favourite |
| Configure views (admin) | ✓ | — | — | — |
States
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | — | — | — |
| Edit | ✓ | — | — | — |
| Delete | ✓ | — | — | — |
| Reorder | ✓ | — | — | — |
| Mark as default | ✓ | — | — | — |
Labels
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | — | — | — |
| Edit | ✓ | — | — | — |
| Delete | ✓ | — | — | — |
| Reorder | ✓ | — | — | — |
Estimates
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | — | — | — |
| Edit | ✓ | — | — | — |
| Delete | ✓ | — | — | — |
Workflows
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | — | — |
| Create / edit / delete | ✓ | — | — | — |
| Manage | ✓ | — | — | — |
Automations
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View automations | ✓ | ✓ | — | — |
| Create | ✓ | — | — | — |
| Edit | ✓ | — | — | — |
| Enable / disable | ✓ | — | — | — |
| Delete | ✓ | — | — | — |
| View run history | ✓ | ✓ | — | — |
Recurring Work Items
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | — | — |
| Create | ✓ | ✓ | — | — |
| Edit | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | — | — |
Work Item Types and Custom Properties
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | ✓ | — |
| Create | ✓ | ✓ | — | — |
| Edit | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | — | — |
Work Item Templates
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | — | — |
| Create | ✓ | — | — | — |
| Edit | ✓ | — | — | — |
| Delete | ✓ | — | — | — |
Page Templates
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | — | — |
| Create | ✓ | — | — | — |
| Edit | ✓ | — | — | — |
| Delete | ✓ | — | — | — |
Project Analytics
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | ✓ | — |
| Export | ✓ | ✓ | — | — |
Project Links
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View | ✓ | ✓ | ✓ | — |
| Add a link | ✓ | ✓ | — | — |
| Edit a link | ✓ | ✓ | — | — |
| Delete a link | ✓ | — | — | — |
Project Assets
Files and images uploaded within project scope — includes images embedded in pages or comments, and project-scoped uploads. Commenters can upload because they need to embed images in comments.
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View / download | ✓ | ✓ | ✓ | ✓ |
| Upload | ✓ | ✓ | ✓ | — |
| Edit own upload | ✓ | Own | Own | — |
| Delete own upload | ✓ | Own | Own | — |
| Delete any upload | ✓ | — | — | — |
Project Activity Logs
Audit trail for all changes within the project.
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View project activity | ✓ | ✓ | ✓ | ✓ |
Project Member Activity
Per-member activity scoped to this project — who changed what.
| Permission | Admin | Contributor | Commenter | Guest |
|---|---|---|---|---|
| View member activity | ✓ | — | — | — |
Teamspace Permissions
Workspace Owners and Admins have full access to all teamspace content without being teamspace members — they effectively hold wildcard grants on all teamspace resources.
Workspace Guests cannot be added to teamspaces.
The tables below apply to users who are explicit teamspace members. Lead is a designation (condition), not a separate role level.
Teamspace management (within a Teamspace)
| Permission | Member | Lead |
|---|---|---|
| View teamspace | ✓ | ✓ |
| Edit teamspace settings (name, logo, description) | — | ✓ |
| Delete teamspace | — | ✓ |
| Manage teamspace | — | ✓ |
| Add members | — | ✓ |
| Remove members | — | ✓ |
| Assign Lead designation | — | ✓ |
| Link a project to teamspace | — | ✓ |
| Unlink a project from teamspace | — | ✓ |
| Create a work item in teamspace context | — | ✓ |
Teamspace entity comments
Comments posted directly on the teamspace entity (not on a page or view within it).
| Permission | Member | Lead | Notes |
|---|---|---|---|
| View comments | ✓ | ✓ | Also: Workspace Owner / Admin |
| Create a comment | ✓ | ✓ | |
| Edit own comment | Own | Own | |
| Delete own comment | Own | Own | |
| Delete any comment | — | — | Workspace Owner / Admin only |
| React to a comment | ✓ | ✓ |
Teamspace Views
| Permission | Member | Lead |
|---|---|---|
| View all teamspace views | ✓ | ✓ |
| Create a view | ✓ | ✓ |
| Edit own view | Own | Own |
| Edit any view | — | ✓ |
| Delete own view | Own | Own |
| Delete any view | — | ✓ |
| Favourite / pin a view | ✓ | ✓ |
Teamspace Pages
| Permission | Member | Lead | Notes |
|---|---|---|---|
| View a page | ✓ | ✓ | Private pages: owner + shared-access users only |
| Create a page | ✓ | ✓ | |
| Edit page content / title | ✓ | ✓ | Blocked if archived or locked |
| Lock a page | ✓ | ✓ | |
| Unlock a page | ✓ | ✓ | |
| Duplicate a page | ✓ | ✓ | |
| Move a page (reparent) | ✓ | ✓ | |
| Update page icon / logo | ✓ | ✓ | |
| Archive a page | Own | ✓ | Member: own pages only |
| Restore (unarchive) | Own | ✓ | |
| Delete a page | Own | ✓ | Member: own pages only |
| Export / download | ✓ | ✓ | |
| Favourite a page | ✓ | ✓ | |
| Make page public / private | — | — | Not supported for teamspace pages |
Making a teamspace page public or private is hardcoded off — it is not a role restriction, the feature simply does not exist for teamspace pages.
Teamspace Page Comments
| Permission | Member | Lead |
|---|---|---|
| Create a comment | ✓ | ✓ |
| Edit own comment | ✓ | ✓ |
| Delete own comment | ✓ | ✓ |
| Delete any comment | — | ✓ |
| React to a comment | ✓ | ✓ |
| Resolve a comment | ✓ | ✓ |