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Roles

Lists all the roles available in the organization and the number of members with these roles. 

Default roles consist of:

  • AdminOrgRolesPM_DESK.png
    The Admin role encompasses extensive permissions for managing organizational settings and overseeing user activities.

  • Project Manager
    The role of a Project Manager is closely related to the administrator’s role; however, their permissions are limited to the projects they manage. There is no capability to intervene in organization settings or financial operations.

  • Basic
    The Basic role in the system is limited in its permissions, primarily focusing on individual tasks without organizational or administrative capabilities. However, there is a possibility to modify (increase or decrease) the permission level for the Basic role at the project-specific permission level.

  • Viewer
    The Viewer role in the system is designed for users with limited permissions, primarily focusing on viewing and accessing information without the ability to make organizational or project-related changes.


    By clicking the more options more-options-button.png icon for any of the roles, we will see the detailed permissions overview of the role. >>>>>


From here we can switch to the Members view where we can check the detailed info on users with the currently selected role - teams and projects they are part of, and the last time they logged in.

OrgRolesPM_membr_DESK.png

To change the user's permissions go to Teams & Templates