Roles & Permissions
Every project member has a role that determines what they can do. Roles are assigned when a member is invited and can be changed by project admins.
Available Roles
| Role |
Description |
| Admin |
Full control over the project, including settings, members, billing, and all content. |
| Editor |
Can create and modify content (chats, to-dos, files) but cannot manage settings or members. |
| Reader |
View-only access. Can read chats, view to-dos, and download files, but cannot create or modify anything. |
Detailed Permissions
Content
| Action |
Admin |
Editor |
Reader |
| View chats, to-dos, and files |
✅ |
✅ |
✅ |
| Download files |
✅ |
✅ |
✅ |
| Send messages in chats |
✅ |
✅ |
❌ |
| Create chats |
✅ |
✅ |
❌ |
| Create and edit to-dos |
✅ |
✅ |
❌ |
| Change to-do status |
✅ |
✅ |
❌ |
| Drag & drop to-dos |
✅ |
✅ |
❌ |
| Upload files to Knowledge Base |
✅ |
✅ |
❌ |
| Delete chats |
✅ |
❌ |
❌ |
| Delete files |
✅ |
❌ |
❌ |
| Delete to-dos |
✅ |
✅ |
❌ |
Project Management
| Action |
Admin |
Editor |
Reader |
| Edit project settings (name, icon, description) |
✅ |
❌ |
❌ |
| Manage budget (set limit, reset usage) |
✅ |
❌ |
❌ |
| Add and remove members |
✅ |
❌ |
❌ |
| Change member roles |
✅ |
❌ |
❌ |
| Delete the project |
✅ |
❌ |
❌ |
Chat-Specific
| Action |
Admin |
Editor |
Reader |
| Edit chat title |
✅ |
✅ |
❌ |
| Export chat as Markdown |
✅ |
✅ |
✅ |
| Branch a chat |
✅ |
✅ |
✅ |
| Search within a chat |
✅ |
✅ |
✅ |
| Create to-do from a chat |
✅ |
✅ |
❌ |
Choosing the right role
- Use Admin for project owners and team leads who need full control.
- Use Editor for active contributors who create content.
- Use Reader for stakeholders who only need to review work.