Roles & Permissions
The Task uses a role-based access control system to manage what each team member can see and do. Users can have different roles in different organizations.
Understanding Roles
There are four roles in The Task, each with different permission levels:
| Role | Description | Access Level |
|---|---|---|
| Super Admin | Platform administrator | Full access to everything, including all organizations |
| Admin | Organization administrator | Full access within their organization |
| Manager | Project manager | Can create and manage projects, tasks, and tickets |
| Client | External client or limited user | Limited access to assigned items and tickets |
Role Permissions in Detail
Super Admin
Super Admins have complete platform access:
- • Access the admin dashboard
- • View and manage all organizations
- • Create new organizations
- • Access any organization's data
- • Manage platform-wide settings
Note: Super Admin is a platform-level role, not an organization role. It's set on the user account directly and is typically reserved for system administrators.
Admin
Organization Admins can manage everything within their organization:
- • View all projects, tasks, tickets, and time entries
- • Create, edit, and delete any project
- • Manage team members (invite, change roles, remove)
- • Access organization settings
- • View all reports
- • Create and manage tickets
Manager
Managers can handle day-to-day project work:
- • Create new projects
- • Edit projects they have access to
- • Create, edit, and manage tasks
- • Create and manage tickets
- • Track time on tasks
- • View time reports
- • Comment and attach files
Client
Clients have restricted access:
- • View projects they're assigned to
- • View tasks assigned to them
- • Create tickets (support requests)
- • Comment on items they can access
- • Track time on their assigned tasks
Permission Matrix
| Action | Client | Manager | Admin |
|---|---|---|---|
| View Dashboard | Yes | Yes | Yes |
| Create Projects | No | Yes | Yes |
| Edit Any Project | No | No | Yes |
| Create Tasks | No | Yes | Yes |
| Create Tickets | Yes | Yes | Yes |
| Track Time | Yes | Yes | Yes |
| View Reports | No | Yes | Yes |
| Manage Team Members | No | No | Yes |
| Organization Settings | No | No | Yes |
| Comment/Attach Files | Yes* | Yes | Yes |
* On items they have access to
Multi-Organization Roles
Users can belong to multiple organizations with different roles in each:
- • You might be an Admin in your own organization
- • And a Manager in a client's organization
- • Or a Client in a vendor's organization
Your role is determined by the organization you're currently viewing. Switch organizations to access your different roles.
Managing Roles
Changing a User's Role
Admins can change team member roles:
- 1. Go to Settings → Team Members
- 2. Find the user in the list
- 3. Use the role dropdown to select a new role
- 4. The change takes effect immediately
Role Assignment on Invite
When inviting new team members:
- 1. Go to Settings → Team Members
- 2. Click Add User
- 3. Fill in their details
- 4. Select their role from the dropdown
- 5. Click Add User
Private Projects
Projects can be marked as Private, which limits visibility:
- • Only assigned team members can see private projects
- • Admins can always see all projects
- • Clients only see projects they're assigned to (private or not)
Best Practices
- • Least Privilege — Give users only the access they need
- • Review Regularly — Audit roles periodically
- • Use Clients for External Users — Limit external access
- • Multiple Admins — Have at least two admins for backup