Permissions

Who can do what?

Clients on the Clientside can only:

• Reply to emails sent from the Clientside.

Clients added to projects can: 

• See everything that is marked "The client can see this..."
• Post comments, messages, events, and to-dos, upload files like regular/team users
• Similar to regular/team users, Client Users can also:
  • Edit, move, copy, archive, put in trash, bookmark, and view the change log for message board posts
  • Edit, move, copy, add a group, archive, put in trash, bookmark, and view the change log for to-do lists
  • Edit, move, copy, archive, put in trash, bookmark, and view the change log for to-do items
  • Edit, move, copy, archive, put in trash, bookmark, and view the change log for automatic check-ins
  • Edit, move, copy, archive, put in trash, bookmark, view change log for documents and files
  • Move, copy, download, rename, archive, put in trash, bookmark and view the change log for a folder
  • Move, copy, archive, put in trash, bookmark, view change log for email forwards
  • Restore any project items trashed
  • Participate in ping conversations with team members and other clients on their projects
  • Click to view archived projects that they were a part of
• 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 don't see Hill Charts
  • 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 can't see templates
  • They can't empty any project items in the trash
  • They can't publicly share any project items.
  • 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, restore, and share 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:

• See everyone on the account
• 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