Assign roles and change access

Control what each team member can do in your project.

Assign a role during invitation

  1. Go to Settings > Members
  2. Click + Invite
  3. Enter email and select a Role:
    • Admin — Full project access
    • Team Admin — Manage specific team(s)
    • Member — Create and update work
    • Viewer — View only
  4. Click Invite

Change someone’s role

  1. Go to Settings > Members
  2. Click the person to select
  3. Find their current Role
  4. Click to change it
  5. Select the new role
  6. The change takes effect immediately

Example role progressions

  • New person — Viewer, then Member
  • Promoted team lead — Member to Team Admin
  • Project lead — Team Admin or Member to Admin

Assign team admin responsibility

  1. Go to Settings > Teams
  2. Click a team
  3. Click Assign Team Admin or select the team admin
  4. Choose the person
  5. They’re now responsible for that team

A person can be Team Admin for multiple teams.

Viewer → Member promotion

When someone is ready to contribute:

  1. Change their role from Viewer to Member
  2. They can now create and edit issues
  3. They still cannot delete or modify settings

Team Admin → Admin promotion

When someone needs full project control:

  1. Change their role from Team Admin to Admin
  2. They can now access all teams and modify settings
  3. They can invite members and manage the entire project

Restrictions

  • Only Admins can change roles
  • You cannot remove your own Admin role (to prevent lockout)
  • A person must be a Member or higher to create work

Audit log

Who changed which roles? (if enabled):

See changes: “Admin user X promoted Y to Team Admin”

Go to Settings > Activity Log

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