Security Administration Role Based Access Control

Role Based Access Control

Control what each user can see and do through 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

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.