Managing people's permissions

You can set different global permission-levels for different people in your ProcessKit.

Note:  Regardless of permission-level, you can also restrict and allow individual users' access to specific boards, and access to specific projects.

Set a person's permission level

To set or change a person's permission level, go to your People section from the menu at the top-left, then find this person and click the "..." pull-down menu to edit that person's "Permission" level.

Permission levels

These are the permission levels that people can have:


Owner

The person who initially created the ProcessKit is the "Owner".  There can only be one "owner" for an account.

The Owner is the only person who can:

  • Manage the billing information for the account

Administrator

Administrators can essentially do everything except manage the account's billing information.

Administrators can:

  • Invite other team members
  • Change other team members' permission level, except for the ability to make someone an "owner".
  • Invite guests to tasks and task lists
  • Create and edit boards and board settings
  • Create and edit projects 
  • Assign people to tasks
  • Create and edit processes
  • Create and edit clients
  • Create and manage custom fields on projects
  • Create and manage custom attributes on clients
  • View other people's profiles and their activity

Administrators cannot:

  • Make a user an "owner"
  • Manage or view the billing information for the ProcessKit account


Contributor

Contributors can:

  • View processes (but can't create or edit them)
  • Create projects and archive or unarchive them (but can't permanently delete them)
  • Edit details on projects
  • Create, edit, reorder, and delete task lists and tasks on projects
  • Move a project to a different board
  • Create, edit, archive, and unarchive clients (but can't permanently delete them)
  • View their own personal profile, where they can see their projects and tasks (but not view others')

Contributors cannot:

  • Create or edit boards and board settings
  • Create or edit processes
  • Permanently delete projects
  • Permanently delete clients
  • Invite other users
  • Invite guests
  • Assign users to tasks
  • Create and manage custom fields on projects (but they can edit their values)
  • Create and manage custom attributes on clients (but they can edit their values)


User

Users can:

  • View Processes
  • View Projects and any details fields that have values
  • View task lists & tasks
  • Check off (complete) tasks and uncheck (mark incomplete) tasks
  • View clients and their attributes
  • Leave comments on tasks and projects
  • View their own personal profile, where they can see their projects and tasks (but not view others')

Users cannot:

  • Create projects or edit details on projects
  • Edit or change task lists and tasks
  • Create or edit processes
  • Create or edit clients

Guest

Guests are a special type of user.  Unlike other users, Guests do not add to your ProcessKit per-user cost.  See our pricing page for current pricing information.

Guests can:

  • Log in with a user/password, if they create one.  However, you can invite guests into ProcessKit by sharing a magic link, which takes them in without having to accept an invite or create their password.  More on this here
  • See specific tasks you've shared with them
  • See specific task lists you've shared with them (within those, they will still only see the specific tasks you've shared with them).
  • See their guest dashboard, where they can view the list of tasks and task lists you've shared with them.
  • Check off (mark complete) and uncheck (mark incomplete) tasks
  • Leave comments on tasks

Guests cannot:

  • See boards
  • See projects and project details (except for the task lists within them that you've shared with a guest)
  • See processes
  • See clients
  • See any settings and options other their own profile settings (name, email, avatar, timezone, etc.)
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