Configuring Roles & Permissions for the Projects Module

Overview
Control which user roles can create, edit, delete, or view projects—ensuring the right people have the right level of access.

Where to Find It
Work › Settings › Roles & Permissions

Steps to Assign Permissions

1. Locate the Projects section in the roles list.

2. For each role (Admin, Project Admin, Member, Client), check or uncheck:

   • View Projects

   • Create Projects

   • Edit Projects

   • Delete Projects

3. Repeat under Tasks to fine‑tune task permissions.

4. Click Save.

Best Practices

• Grant “Create/Edit/Delete” only to Project Admins or above.

• Use the Client role to restrict external users to View Only.