Project.co is designed to provide a tailored experience for every user, ensuring that you only see and interact with the features relevant to your role. This approach streamlines your workflow and maintains the security and privacy of project information. Your access to various features, data, and administrative functions is determined by the role assigned to your user account as well as the granular permissions your user has been assigned.
 Project.co categorizes users into distinct roles, each with a predefined set of permissions. These roles dictate what you can view, create, edit, and manage within the platform. The role provides comprehensive control over your account. Users with this role have full access to all features and administrative settings.
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- All projects they are a part of, and all projects with "Team & invited people" privacy setting But not projects they are not part of and have "Invited people only" privacy setting.
- Full access to account settings, including billing, branding, and default permissions.
- User management: inviting new users, assigning roles (Team, Client, External), and managing existing user accounts (archiving, restoring, deleting).
- Creation, editing, and deletion of all types of content: projects, tasks, files, discussions, custom fields, and file folders.
- Access to all project and task views (list, kanban, timeline, calendar, cards).
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- Manage all users and their roles.
- Configure account-wide settings and branding.
The role is designed for internal team members who actively work on projects. They have broad access to project-related features but typically do not manage account-level settings or other users' roles.
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- All projects they are a part of, and all projects with "Team & invited people" privacy setting But not projects they are not part of and have "Invited people only" privacy setting.
- All tasks within projects they can access.
- Ability to create new projects, tasks, files, and discussions.
- Access to project and task views (list, kanban, timeline, calendar, cards).
- Can edit project details, task details, and manage file folders within projects.
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- Collaborate on projects and tasks.
- Create and manage project content.
- View project progress and discussions.
The role is specifically for external clients who need visibility into their projects without access to internal team operations or sensitive data. Their view is highly restricted to ensure a simple and focused experience.
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- Only projects they have been explicitly invited to.
- Tasks within those projects that have been marked as "Visible to Clients".
- Files within those projects that are accessible to clients.
- Discussions within those projects that are open to clients.
- Limited profile settings.
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- View project progress and status.
- Participate in client-facing discussions.
- Access shared files.
- Cannot create new projects, invite other users, or access account-level settings.
The role is similar to the Client role but is typically used for freelancers, contractors, or other external collaborators. They have access to specific projects and tasks they are assigned to, with permissions tailored to their collaborative needs.
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- Only projects they have been explicitly invited to.
- Tasks within those projects that have been marked as "Visible to External".
- Files within those projects that are accessible to external users.
- Discussions within those projects that are open to external users.
- Limited profile settings.
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- Collaborate on assigned tasks and projects.
- Participate in relevant discussions.
- Access necessary files.
- Cannot create new projects, invite other users, or access account-level settings.
Feature visibility is dynamically controlled based on your assigned role and specific project settings. For instance:
- : A project's privacy setting ("Internal Team & Invited People" or "Invited People Only") determines who can see the project. Additionally, for Client and External roles, they must be explicitly added to a project's "People" list to gain access.
- : Tasks have individual privacy settings ("Visible to Clients?", "Visible to External?"). Even if a Client or External user has access to a project, they will only see tasks within that project if those tasks are specifically marked as visible to their role.
- : Buttons and menus related to user management, billing, and account-wide configurations are only displayed to users with the "Team-Admin" role.
This role-based visibility ensures that every user has a clear and secure experience, focusing on the tools and information most relevant to their contribution to your projects.