Skip to content

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.