Project Roles
Project Roles define what Collaborators can do in a Project and what parts of the Project they have access to. The Project Owner role gives the user full control over the Project, while a Limited Collaborator does not have access to the Project Workflow and can only see their own Tasks, who the other Project Collaborators are, and a limited view of the Dashboard and Files pages.
Each Collaborator in a Project has a Role. Project Owners and Organization Admins have the rights to change Roles if needed.
Project Roles | Project Owners | Collaborators | Limited Collaborators | Team Leaders |
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Description | The user who has full control over the Project. | The user who is focused on Project Tasks assigned to him/her. | The user who is focused on assigned Tasks and has limited access to Project pages. | The user assigned by the Project Owner as a Leader of External Team. |
Managing Project |
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| Can add and assign Collaborators to Steps within own External Phase. |
Access to Project Pages | ||||
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| Limited View. | Limited View. |
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| Limited View. |
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| Only Tasks assigned to them. | Only Tasks assigned to them. | Tasks assigned to them and members of their Team |
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| Cannot see Workflow Files section. |
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| Limited access to Project logs. |
The Project Role can be changed on the Collaborators page of the Project. You can read more about how to change a Project Role here: Changing Project Roles.