Task Permissions

Set up and manage permissions for members to perform tasks

Assign Member Permissions in Task In the 'Members' section of the Task, you can set permission levels for each user, including three levels: Admin, Staff and Resource.

Set up and manage permissions for members to perform tasks
Type
Characteristic
Detailed description

Admin

  • The default Task creator will be granted Administrator rights.

  • Full control over Task settings,

  • Modify Task information (description, due date, label,...)

  • Add, delete or modify other members in Task

  • Update Task status

  • View, add, edit and delete checklists, attachments, comments,...

  • Set permissions for other members

Staff

Can modify most Task settings, except member modification rights and Task storage/delete operations

  • Modify Task information (except membership rights)

  • Update Task status

  • View, add, edit and delete checklists, attachments, comments,...

  • It is not possible to add, delete or modify other members in the Task

  • Tasks cannot be archived or deleted

Resources

Limited access to Tasks, typically used for contractors or external vendors.

  • View Task information (cannot be edited)

  • View the checklist items assigned to you (other items cannot be edited)

  • Mark items on the checklist under your responsibility as completed

  • View attachments in Task

  • It is not possible to add, edit or delete any information in Task

  • Cannot view or edit member list in Task

Edits Members

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