Permissions & Roles
Projectyl uses a role-based permission system at two levels: workspace and project. A person's effective permissions are determined by their roles at both levels.
1 Workspace roles
| Capability | Owner | Admin | Member |
|---|---|---|---|
| Create projects | ✓ | ✓ | — |
| Delete workspace | ✓ | — | — |
| Manage billing / plan | ✓ | — | — |
| Transfer ownership | ✓ | — | — |
| Invite members to workspace | ✓ | ✓ | — |
| Remove members from workspace | ✓ | ✓ | — |
| Change member roles | ✓ | ✓ | — |
| Configure workspace settings | ✓ | ✓ | — |
| Connect integrations (GitHub) | ✓ | ✓ | — |
| Access assigned projects | ✓ | ✓ | ✓ |
| View workspace member list | ✓ | ✓ | ✓ |
Each workspace has exactly one Owner. Ownership can only be transferred by the current Owner.
2 Project roles
Within a project, members can be either Admin or Member:
| Capability | Project Admin | Project Member |
|---|---|---|
| Create and manage tasks | ✓ | ✓ |
| Create and edit documents | ✓ | ✓ |
| Send chat messages | ✓ | ✓ |
| Create and manage targets | ✓ | ✓ |
| Create branches from tasks (GitHub) | ✓ | ✓ |
| Create chat channels | ✓ | ✓ |
| Manage channel settings | ✓ | ✓ |
| Add/remove project members | ✓ | — |
| Change project member roles | ✓ | — |
| Edit project settings | ✓ | — |
| Create/edit/delete labels | ✓ | — |
| Set preferred repository | ✓ | — |
| Archive project | ✓ | — |
| Delete project | ✓ | — |
3 How roles interact
- A workspace Admin is automatically a project Admin on every project they're added to.
- A workspace Member can be either a project Admin or project Member, depending on how they're assigned.
- Workspace Owners have full access to everything, regardless of project-level role assignments.
4 Common scenarios
"I want someone to manage one project but not others." Add them as a workspace Member, then make them a project Admin on the specific project. They'll have admin capabilities only in that project.
"I want someone to help manage the workspace and all projects." Make them a workspace Admin. They'll be able to invite members, create projects, and manage integrations.
"I need to hand off ownership of the workspace." Only the current Owner can transfer ownership. Go to workspace settings to transfer it to another member.