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Roles

Roles define what people can see, configure, and change in a workspace or team.

Workspace roles

RoleScope
OwnerManages Billing, workspace settings, integrations, members, apps, API Keys, and taxonomy.
AdminHelps manage workspace settings, integrations, members, apps, API Keys, and taxonomy. Can start the first upgrade from Billing when the workspace is not yet on a paid account.
MemberParticipates in workspace work, teams, initiatives, tasks, recaps, and standups.

A workspace can have multiple owners.

Limit owner and admin access to people who need workspace-wide administration.

Team roles

RoleScope
AdminConfigures team standups, integrations, team channel, and team membership while also participating in team work.
MemberParticipates in team work, standups, planning boards, recaps, and insights.
ObserverViews team context without contributing standup updates or team work.
CoordinatorManages team setup without participating in team work.

Team roles only apply inside that team. They do not grant access to other teams by themselves.

External permissions

Connected apps such as GitHub, GitLab, Slack, Linear, Jira, and Google Calendar keep their own user-level access rules. Permissions covers the full access model.


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Billing

Upgrade, manage seats, download invoices, and cancel from Settings → Billing.

Preferences

Set your profile, locale, default workspace, coding tools, folders, launch behavior, and how completed initiatives and bugs roll into recap.

Apps

Manage integrations, custom apps, OAuth clients, webhooks, and agent-capable software from one admin area.

Compliance

Gather policy, contact, data handling, and security material for procurement and legal review.

  • Workspace roles
  • Team roles
  • External permissions
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