Permissions

Who can do what?

Clients on the Clientside can only:

• Reply to emails sent from the Clientside.

Clients added to projects can: 

• Post comments, messages, events, and to-dos, upload files like regular users
• See everything that is marked "The client can see this..."
• What's different for Client Users:
  • They don't see any badges or borders indicating who is a client
  • They don't see flags calling out items that are visible to clients
  • They can't create new projects
  • They can't invite people into projects
  • They can't remove people from projects
  • They can't edit a project's name or description
  • They can't modify the Tools in a project
  • They can't archive or trash a project
  • They don't see the HQ or the Teams section of the Home screen
  • They can't be made Admins on the account

Learn more about working with clients in projects.

Everyone added as a non-client user can:

• Create a new Project or Team
• Change who's on a Project or Team (i.e., add and remove other users and clients)
• Archive, trash, and restore Projects and Teams
• Archive, trash, and restore items within a Project or Team
• Permanently delete items they created
• See everyone and everything in all Projects, Teams, and Company HQ they're a part of

Account Administrators can also:

• Remove someone from your account
• Change which Projects or Teams someone can see
• Move someone between companies/organizations
• Rename a company/organization
• Add/remove other administrators
• Delete comments made by anyone else
• Permanently delete items created by anyone else

Account Owners can also:

• Upgrade or downgrade your package
• Handle billing & invoices
• Add yourself to any Project or Team on the account
• Add/remove other account owners
• Rename your account
• Cancel your account