Role‑based Access Control

Control what each user can see and do through roles.

Built‑in roles #

• Superadmin: full access
• Organization Manager: manage team settings, projects, billing, and reports
• Project Manager: manage assigned projects and boards
• Sales Manager: access sales features where enabled
• Sales Representative: access sales features where enabled
• User: standard member access
• Project Viewer: read‑only access scoped to assigned projects

– viewer (Project Viewer subtype): dashboard/portal view only – manager (Project Viewer subtype): limited management within viewer scope

How it works #

• Assign roles to users when inviting them to your team.
• Access to features (projects, invoices, reports, chats) is automatically granted based on role.
• Some pages adapt to viewer access (e.g., client portal style for view‑only users).

Tip: Use Project Viewer for clients and external stakeholders who need visibility without edit permissions.