User role defaults

User Roles Defaults

The "User Roles Defaults" page allows you to define the standard permissions for different user roles within your account.
These default settings are applied when a new user is assigned to a specific role, ensuring consistent access levels and streamlining user management.
You can customize what each role can create, edit, and delete across various parts of the application.

Client Permissions

This section defines the default permissions for users assigned to the "Client" role. Clients typically have more restricted access, focusing on collaboration and viewing relevant project information.
  • Can Edit Tasks: Controls whether Clients can edit existing tasks.
  • Can Create Tasks: Controls whether Clients can create new tasks.
  • Can Delete Tasks: Controls whether Clients can delete tasks.
  • Can Invite People: Controls whether Clients can invite new people to the system.

External (Freelance) Permissions

This section defines the default permissions for users assigned to the "External" role, often used for freelancers or external collaborators. Their access is typically limited to specific tasks and projects they are involved in.
  • Can Edit Tasks: Controls whether External users can edit existing tasks.
  • Can Create Tasks: Controls whether External users can create new tasks.
  • Can Delete Tasks: Controls whether External users can delete tasks.
  • Can Invite People: Controls whether External users can invite other people to the platform or specific projects.

Team Permissions

This section defines the default permissions for users assigned to the "Team" role. Team members typically have broader access to project management functionalities.
  • Can Edit DMs: Controls whether Team members can edit direct messages.
  • Can Create DMs: Controls whether Team members can create new direct messages.
  • Can Delete DMs: Controls whether Team members can delete direct messages.
  • Can Edit Tasks: Controls whether Team members can edit tasks.
  • Can Create Tasks: Controls whether Team members can create new tasks.
  • Can Delete Tasks: Controls whether Team members can delete tasks.
  • Can Invite People: Controls whether Team members can invite new people to the account.
  • Can Archive People: Controls whether Team members can archive existing people in the account.
  • Can Create Projects: Controls whether Team members can create new projects.
  • Can Delete Projects: Controls whether Team members can delete projects.
  • Can Edit File Folders: Controls whether Team members can edit file folders.
  • Can Edit Custom Fields: Controls whether Team members can edit custom fields.
  • Can Edit Task Sections: Controls whether Team members can edit sections within tasks.
  • Can Create File Folders: Controls whether Team members can create new file folders.
  • Can Delete File Folders: Controls whether Team members can delete file folders.
  • Can Create Custom Fields: Controls whether Team members can create new custom fields.
  • Can Delete Custom Fields: Controls whether Team members can delete custom fields.
  • Can Edit Project Details: Controls whether Team members can edit the details of projects.
  • Can Edit Project Sections: Controls whether Team members can edit sections within projects.

Saving Changes

After adjusting the default permissions for any role, click the "Save role" button associated with that role's section. A "Role updated successfully" message will confirm that your changes have been saved.

Permissions

Only Team Admins have permission to modify these default user role settings.