Feature

Account Admin

Super User

Collaborator

Projects

Full Access: Can create, edit, delete, and view all projects globally. Can manage all project settings including visibility, tab management, team members, partners, customer domains, archived projects, and project-level permissions.

Can create projects. Global Access: Can view all projects across the entire account. Can view archived projects. Can manage which tabs in the project are visible to the team and to customers. Can associate project permissions to a project team member. Can directly edit, delete projects, add partners, set visibility, and edit customer domains via these settings.

Can create projects. View Access: Can only view projects they are a participant of or that are visible to everyone. Team Management: Can invite team members and customer team members. Cannot add partners, edit customer domains, set project visibility, delete projects, view archived projects, or manage project tab visibility.

Phase

Full Access: Can create, edit, and delete phases. Visibility: Can set phase visibility to both shared and private. Details: Can edit the name, dates, and effort of any phase.

Can create, edit, and delete phases. Visibility: Can set phase visibility to both shared and private. Details: Can edit the name, dates, and effort of any phase.

Can create, edit, and delete phases. Visibility: Can set phase visibility to both shared and private. Details: Can edit the phase name, dates, and effort. Phase dates can also be implicitly changed if a user has task edit permissions on start and due dates.

Tasks

Full Access: Can view, create, edit, and delete all tasks including all details, visibility settings, and advanced actions such as converting to milestones, marking at risk, managing subtasks, dependencies, and attachments.

Can view, create, and delete all tasks, including setting their visibility to private or shared. Can edit all task details such as assignee, status, dates, name, description, effort, progress, and priority. Can send messages, convert tasks to milestones, mark tasks as 'at risk,' mark as private, move across phases, request approval, and manage subtasks, dependencies, and attachments. Can edit the completed on date.

Can view, create, and delete all tasks, including setting their visibility to private or shared. Can edit task details such as assignee, status, start/due dates, name, description, started on date, effort, progress, and priority. Can send messages, mark tasks as 'at risk,' mark as private, move across phases, request approval, and manage subtasks, dependencies, and attachments. Cannot convert tasks to milestones or edit the completed on date.

Accounts

Full Access: Can view all accounts globally. Can create, edit, merge, delete accounts, and manage account billing addresses.

Global Oversight: Can view all accounts globally. Full Management: Can create, edit, merge, delete accounts, and manage account billing addresses.

Can view accounts that are linked to projects they are a part of or have access to. Cannot create, edit, merge, or delete accounts, or manage account billing addresses.

Account fields

Full Access: Can view and edit all account field values and account notes globally. Can create, edit, and delete account fields and sections.

Can view all account field values and account notes globally. Can edit account notes. Cannot create, edit, or delete account fields or sections.

Can view all account field values and account notes globally. Can edit account notes. Cannot manage account field settings or edit account field values.

Spaces

Full Access: Can create, view, edit, and delete all spaces and documents, including setting their visibility to private or shared. Can edit document content, add comments, create document tasks, embed URLs, and rearrange documents.

Can create, view, edit, and delete all spaces and documents, including setting their visibility to private or shared. Can edit document content, add comments, create document tasks, embed URLs, and rearrange documents within a space.

Can create, view, and edit all spaces and documents, including setting their visibility to private or shared. Can edit document content, add comments, create document tasks, embed URLs, and rearrange documents. Can delete spaces but cannot delete individual documents.

Chat

Full Access: Can create, view, edit, and delete all project conversations (both private and shared). Can send messages, invite team members to any conversation, and edit the name and description of a conversation.

Complete Control: Can create, view, edit, and delete all project conversations (both private and shared). Can send messages, invite team members to any conversation, and edit the name and description of a conversation.

Can create, view, edit, and delete project conversations (both private and shared). Can send messages, invite team members to conversations, and edit a conversation's name and description.

Files and Folders

Full Access: Can view, create, and manage all files and folders, with the ability to set visibility to private, shared, or both.

Can view, create, and manage all files and folders, with the ability to set visibility to private, shared, or both.

Can view, create, and manage all files and folders, with the ability to set visibility to private or shared.

Status updates

Full Access: Can view all published updates. Can create and publish new status updates with either private or shared visibility.

Can view all published updates. Can also create and publish new status updates with either private or shared visibility.

Can view all published updates. Can also create and publish new status updates with either private or shared visibility.

Form responses

Full Access: Can edit form responses.

Can edit form responses.

Can edit form responses.

Sprints

Full Access: Can create, manage (add/remove tasks, update fields), delete sprints, and manage sprint settings and sprint fields.

Can create, manage (add/remove tasks, update fields), and delete sprints. Cannot manage sprint settings or sprint fields.

N/A

Epics

Full Access: Can create, manage (add/remove tasks, update fields), delete epics, and manage epic settings and fields.

Can create, manage (add/remove tasks, update fields), delete epics, and manage epic settings and fields.

N/A

Backlogs

Full Access: Can create, manage (add/remove tasks, update fields), and delete backlogs.

Can create, manage (add/remove tasks, update fields), and delete backlogs.

N/A

Templates

Full Access: Can create and manage all templates.

Can create and manage all templates.

N/A

Dashboards

Full Access: Can view and manage all dashboards and widgets.

Can view and manage all dashboards and widgets.

N/A

Reports

Full Access: Can view all report types including CSAT, Time Tracking, Project/People Performance, Utilization, Sprint, custom reports, and all other analytics. Can create and manage custom reports.

Can view most report types including CSAT, Time Tracking, Project Performance, People Performance, Operations Insight, Interval IQ, Portfolio, Time Analytics, Utilisation, Timesheet Submission, and People Time Analytics. Cannot view Sprint reports or custom reports, and cannot create and manage custom reports.

N/A

Key events and Intervals

Full Access: Can create, edit, and delete Key Event and Interval fields. Can view and manage the values of all Key Event and Interval fields.

Field Management: Can create, edit, and delete Key Event and Interval fields. Value Management: Can view and manage the values of all Key Event and Interval fields.

N/A

Settings

Full Access: Can manage all account settings including plans and billing, team members, roles, account preferences, invoice billing address, holiday calendars, customer portal configuration, partner companies, integrations, time tracking, resource management, financial management, revenue recognition ledger, currencies, advanced settings, key events and intervals, automations, out of office, AI fills settings, and vault.

Can manage Plans and billing, team members (invite, manage profiles, set permissions and cost rates), and roles. Cannot manage account preferences, invoice billing address, holiday calendars, customer portal configuration, partner companies, integrations, time tracking settings, resource management settings, financial management settings, revenue recognition ledger settings, currencies, advanced settings, key events and intervals, automations, out of office, AI fills settings, or vault.

N/A

Project fields

Full Access: Can create, edit, delete, and manage all project field settings. Can view and edit all project field values and notes globally.

Can view all project field values globally. Cannot edit project field values, edit project notes, or manage project field settings.

Can view all project field values for projects they have access to. Cannot edit field values or manage field settings.

Task fields

Full Access: Can create, edit, delete, and manage all task field settings and sections. Can view and edit the values of all task fields globally.

Can view and edit the values of all task fields globally.

Can view and edit the values of all task fields for tasks they have access to.

Team member fields

Full Access: Can create, edit, delete, and manage all team member fields, sections, and settings.

N/A

N/A

Skills

Full Access: Can manage the skills matrix and all skill settings. Can create, edit, and delete skills and skill sections. Can view and edit all skill values globally.

N/A

N/A

Time tracking

Full Access: Can view, report, submit, and approve timesheets globally for all projects and team members. Can add or change time entries during approval, manage date-locked entries, approve own timesheets, and manage all custom time entry field values.

Can view, report, and submit timesheets globally. Can edit billable and category defaults while reporting time. Can manage billable and category defaults for project tasks globally. Can add or change time entries while approving. Cannot edit date-locked time entry details or change their status.

Can view, report, and submit timesheets globally for all projects. Can edit billable and category defaults while reporting time. Can manage billable and category defaults for project tasks globally. Cannot edit date-locked time entry details or manage time entry field settings.

Time entry fields

Full Access: Can create, edit, delete, and manage all time entry field settings and sections.

N/A

N/A

Resource management

Full Access: Can access and manage all aspects of Resource Management including People and Project views, Capacity Planning, and Resource AI. Can view and manage all project and team member allocations globally. Can view revenue, cost, profit, and margins. Can raise and approve all resource requests globally. Can manage level of effort planning and turn auto-allocations on or off.

Full Control: Can access People and Project views, Capacity Planning, and Resource AI. Can view and manage all project and team member allocations globally. Can view revenue, cost, profit, and margins for all projects. Can raise and approve resource requests globally. Can manage level of effort planning and turn auto-allocations on or off. Can view allocation totals for projects.

Can access Resource Management including People and Project views. Can view project allocations only for projects they are a part of or visible to all, and only their own total bookings. Can manage allocations only for projects they have access to, and only their own personal allocations. Cannot access Capacity Planning, Resource AI, view revenue/cost/profit/margins, raise or approve resource requests. Can turn auto-allocations on/off and manage level of effort planning for projects they have access to.

Financials

Full Access: Can view rate cards, cost rates, bill rates, budgets, revenue, and cost/profit/margin data. Can change billing type, budgets, and budgeted hours. Can create, apply, and manage all rate cards. Can manually override bill and cost rates, edit currency, and manage subscription fields.

Can view rate cards, budgets, revenue, and bill rates. Can change billing type, budgets, and budgeted hours for projects. Can apply and manage standard rate cards. Cannot view cost rates, cost/profit/margin data, create rate cards, apply project-specific rate cards, or manually override bill/cost rates.

Can view financial field values limited to budgets and revenue only, for projects they have access to. Cannot view rate cards, cost rates, bill rates, or cost/profit/margin data. Cannot edit any financial fields.

Revenue recognition entry

Full Access: Can create and manage posting periods. Can view, create, manage, and lock revenue recognition entries.

Can create and manage posting periods. Can view, create, and manage revenue recognition entries, including locked entries.

N/A

Invoicing

Full Access: Can access, create, edit, void, and delete invoices. Can request, edit, and approve or reject invoice approvals. Can manually override invoice status and manage payment and write-off records. Can view and manage billing events and schedules. Can manage all invoice settings, custom fields, approval workflows, and billing schedule templates.

Can access, create, edit, void, and delete invoices. Can request, edit, and approve or reject invoice approvals. Can manually override invoice status and manage payment and write-off records. Can manage invoice custom fields and approval workflows. Cannot view billing events or manage billing schedule templates.

N/A

Taxes

Full Access: Can manage tax settings, view, create, and manage tax codes and tax components.

N/A

N/A

Expenses

Full Access: Can create and manage expense budgets globally. Can view, create, submit, manage, and approve expenses and expense reports. Can manage billable defaults, expense settings, and approval chains. Can manage all expense fields and sections.

Can create and manage expense budgets globally. Can view, create, submit, manage expenses and expense reports. Can manage billable defaults and approve or reject any expense. Cannot manage expense settings, approval chains, or expense fields.

N/A

Expense fields

Full Access: Can create, edit, delete, and manage all expense field settings and sections.

N/A

N/A

Webhooks

Full Access: Can view, create, and edit webhooks.

N/A

N/A

Customer team member fields

Full Access: Can create, edit, delete, and manage all customer team member fields and sections. Can view and edit all customer team member field values globally.

Global View & Edit: Can view and edit the values of all customer team member fields globally.

N/A

Customer portal

Full Access: Can manage all customer portal embed settings.

N/A

N/A

Customer portal template

Full Access: Can create, edit, and delete customer portal templates.

Can create, edit, and delete customer portal templates.

N/A

Customer portal theme

Full Access: Can create, edit, and delete customer portal themes.

Can create, edit, and delete customer portal themes.

N/A

Customer portal invite settings

Full Access: Can manage customer portal invite settings.

N/A

N/A

Change customer portal

Full Access: Can change the customer portal from project settings.

N/A

N/A

Spotlight

Full Access: Can add or remove spotlight on resources such as tasks, space documents, and chat messages.

Can add or remove spotlight on resources such as tasks, space documents, and chat messages.

Can add or remove spotlight on resources such as tasks, space documents, and chat messages.

Saved views

Full Access: Can share saved views.

Can share saved views.

N/A

Marketplace

Full Access: Can install, update, delete, and enable/disable custom apps.

N/A

N/A

Language configurations

Full Access: Can update language configurations, add languages, edit translated content, disable languages, and assign languages to users.

Can update language configurations, add languages, edit translated content, disable languages, and assign languages to users.

N/A