Roles & Permissions

Built-in roles determine what a member can do in a workspace and its spaces.

Role	Typical use
Owner	Govern the workspace, billing, and critical administration
Administrator	Manage members, spaces, integrations, and operational settings
Editor	Create and edit tasks and data
Operator	Run tasks, approve work, and handle failures
Viewer	Review configuration and results without editing
Guest	Participate only in assigned spaces

Effective permission combines the member’s role, space assignment, and enabled features. Ask an owner or administrator when an expected action is not shown.

Assignment practices

Keep more than one owner, but limit the total number.
Use administrator for daily administration instead of owner access.
Use editor for task builders and operator for run or approval work.
Use viewer for read-only review.
Use guest for external collaborators and limit their spaces.
Review memberships and roles regularly.

Pro workspaces may support custom roles. See Pro & Administration.