Roles & Permissions

You can manage and handle the roles & permissions. There are two default roles Super Admin and User.

1. Super Admin

  • Click on More Options to view the name of the role and what permissions are given to them. - You cannot edit and delete default roles such as Super Admin and User.

  • Role Name: The designed name of the role.

  • Description: What responsibilities does the role hold, such as managing, handling configurations and permissions.

  • Controls: What permissions are given to the role. 1. Create Project 2. Branding 3. Global Custom Fields 4. Global Custom Task Types 5. Roles & Permissions 6. Manage Users 7. API Key 8. Import & Export 9. Billings


2. User

Users are the active participants in the projects who are able to add, edit, and collaborate on all tasks.

Steps to Add New Role

  • Click on Add New Role to create your new role for the projects.

add new role.png


  • Enter the name of the role.

  • Write the description of the role that includes the responsibilities and permissions the role holds.

  • You can enable or disable the permissions or controls for the specified role.

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The roles created are shown in the Manage Users section to assign the roles to the desired users.

manager in the manage users.png