What are the Admin, Editor and Viewer roles?
Every person has one role in each company they belong to: - Admins manage the company. - Editors do the everyday work. - Viewers can look but not change work.
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- Admin: sees Settings in the left sidebar (User Management, Company Settings, Billing and more), can invite and disable people, change roles and reset passwords, and can see all of the company’s projects.
- Editor: the default for new invites. Can create and update tasks and projects they have access to. Only sees projects they’re a member or manager of.
- Viewer: read-only for work. Can open what they have access to, but changes are blocked with “Your account is read-only”. Viewers can still update their own profile, password and notifications, use chat, and clock in and out.
- Your role can be different in each company. For example, you could be an admin in one company and a viewer in another.
- To change someone’s role, an admin opens Settings > User Management, clicks the three-dot menu on their row, picks the new Role and clicks Update.
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