Roles
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Roles & Permissions
Roles & Permissions
Updated over a week ago

In Project.co there are 2 user types; Creators & Collaborators.

Creators are people who manage projects. These are commonly people from within your business but you might also assign freelancers with a creator role if they drive projects forwards too. Creators are the people you pay for on a per user seat basis.

Collaborators are people who work with you on projects. These are commonly clients or other people you invite to collaborate with you on projects. They will input on projects but won't commonly be the people driving the project forwards. People who have a collaborator role are free in Project.co.

Roles

Within these 2 user types there are 5 built in roles. These are:

Collaborator

For clients or freelancers. They can collaborate in discussions, see the due date of tasks & invite other people from their team. They can't create projects, open or edit tasks or view notes. They can only see projects they are invited to.

Collaborator Plus

For clients or freelancers who need more control. In addition to the Collaborator role they can also create, open and edit tasks (tasks must have "Creators & Collaborators" privacy setting). They can only see projects they are invited to.

Creator (PAID)

For members of your team. They can create & edit projects, see all task views, create & edit tasks, view all account level projects, invite & edit people, use templates, view & create time entries, view & create payments.

Creator Plus (PAID)

For members of your team who need more control. In addition to the Creator role they can create & manage custom fields, create & edit templates, create & delete groups, edit allocated time & delete time entries, delete payments.

Creator Admin (PAID)

For account administrators. In addition to the Creator Plus role they can also view and edit all account settings.

Permissions Chart

Collaborator

Collaborator Plus

Creator

Creator
Plus

Creator Admin

General Settings

Account Settings

❌

❌

❌

❌

✅

Collaborator

Collaborator Plus

Creator

Creator
Plus

Creator Admin

Page Views

Projects List

✅

✅

✅

✅

✅

Projects Kanban

✅

✅

✅

✅

✅

Tasks List

✅

✅

✅

✅

✅

Tasks Calendar

✅

✅

✅

✅

✅

Tasks Scheduler

✅

✅

✅

✅

✅

Tasks Kanban

✅

✅

✅

✅

✅

Collaborator

Collaborator Plus

Creator

Creator
Plus

Creator Admin

Projects

Create projects

❌

❌

✅

✅

✅

Edit project details

❌

❌

✅

✅

✅

Duplicate projects

❌

❌

✅

✅

✅

Close projects

❌

❌

✅

✅

✅

Delete projects

❌

❌

✅

✅

✅

Add tools

❌

❌

✅

✅

✅

Edit tools

❌

❌

✅

✅

✅

Delete tools

❌

❌

✅

✅

✅

View their projects only

✅

✅

❌

❌

❌

All account visible projects

❌

❌

✅

✅

✅

Collaborator

Collaborator Plus

Creator

Creator
Plus

Creator Admin

Inside Projects

People

Add people

✅

✅

✅

✅

✅

Remove people from their group

❌

✅

✅

✅

✅

Remove people from any group

❌

❌

✅

✅

✅

Edit notification status for people from their group

❌

✅

✅

✅

✅

Edit notification status for people from any group

❌

❌

✅

✅

✅

Discussion

Add comments

✅

✅

✅

✅

✅

Edit comments

❌

❌

✅

✅

✅

Delete comments

❌

❌

✅

✅

✅

Tasks

Create custom fields

❌

❌

❌

✅

✅

Edit custom fields

❌

❌

❌

✅

✅

Delete custom fields

❌

❌

❌

✅

✅

Notes

View notes

❌

❌

✅

✅

✅

Edit notes

❌

❌

✅

✅

✅

Files

Upload files

✅

✅

✅

✅

✅

Delete files

❌

❌

✅

✅

✅

Embeds

Add embeds

✅

✅

✅

✅

✅

Delete embeds

❌

❌

✅

✅

✅

Templates

Can create new templates

❌

❌

❌

✅

✅

Can edit templates

❌

❌

❌

✅

✅

Can view & use existing templates

❌

❌

✅

✅

✅

Collaborator

Collaborator Plus

Creator

Creator
Plus

Creator Admin

Tasks

Create new tasks

❌

✅

✅

✅

✅

View task events in task views

✅

✅

✅

✅

✅

Open tasks

❌

✅

✅

✅

✅

Edit tasks

❌

✅

✅

✅

✅

Delete tasks

❌

❌

✅

✅

✅

Collaborator

Collaborator Plus

Creator

Creator
Plus

Creator Admin

People

Can invite new people

✅

✅

✅

✅

✅

Can assign people to their group only

✅

✅

✅

✅

✅

Can assign people to any group

❌

❌

✅

✅

✅

Can assign roles to people

❌

❌

✅

✅

✅

Can have tasks allocated to them

❌

✅

✅

✅

✅

Collaborator

Collaborator Plus

Creator

Creator
Plus

Creator Admin

Groups

Create new groups

❌

❌

❌

✅

✅

View their own group

✅

✅

✅

✅

✅

View all groups

❌

❌

✅

✅

✅

Edit their own group

❌

✅

✅

✅

✅

Edit all groups

❌

❌

✅

✅

✅

Delete groups

❌

❌

❌

✅

✅

Belong to multiple groups

✅

✅

✅

✅

✅

Collaborator

Collaborator Plus

Creator

Creator
Plus

Creator Admin

Time

View time

❌

❌

✅

✅

✅

Create time entries

❌

❌

✅

✅

✅

Edit time entries

❌

❌

✅

✅

✅

Delete time entries

❌

❌

❌

✅

✅

Be allocated to time entries

❌

❌

✅

✅

✅

Edit allocated time on projects

❌

❌

❌

✅

✅

Collaborator

Collaborator Plus

Creator

Creator
Plus

Creator Admin

Payments

View payments & invoices

✅

✅

✅

✅

✅

Make payments

✅

✅

✅

✅

✅

Create payment requests

❌

❌

✅

✅

✅

Edit payments

❌

❌

✅

✅

✅

Delete payments

❌

❌

❌

✅

✅

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