Members & Permissions

Manage who has access to your workspace and what they can do.

The Members & Permissions settings let you control access to your workspace through role-based permissions and default access policies. Configure who can join, what roles they receive, and how permissions are applied to new content.

To access these settings, go to Settings in the sidebar, then select the Access & Permissions tab.

Default Record Permissions

Control the default visibility for newly created records:

Setting	Description
Private	Only the creator can access new records
Team	The creator's team can access new records
Organization	The creator's organization can access new records
Space	All space members can access new records

These defaults apply when users create new issues, documents, files, and other records. Users can always adjust permissions on individual records.

Role Management

Built-in Roles

Your workspace includes these default roles:

Role	Description
Space Owner	Full ownership of all records in the space. Cannot be modified.
Administrator	Full access to all features. Can manage the workspace but cannot archive or delete the space.
Contributor	Can create and edit items, and manage teams.
Approver	Can view and approve items, but cannot create or edit.
View Only	Read-only access to all items.
Disabled	No access (for suspended accounts).

The Space Owner role is locked and cannot be modified or deleted.

Permission Categories

Permissions are organized into resource categories with specific actions:

Category	Available Actions
Documents	Create, Read, Update, Delete, Publish, Archive, Rename, Move, Duplicate, Version, Share, Comment
Files	Create, Read, Update, Delete, Archive, Rename, Move, Duplicate, Version, Share, Comment
Issues	Create, Read, Update, Delete, Archive, Assign, Share, Comment
Meetings	Create, Read, Update, Delete, Archive, Share, Comment
Milestones	Create, Read, Update, Delete, Publish, Comment
Database Schema	Create, Read, Update, Delete, Archive, Share, Comment
Database Entry	Create, Read, Update, Delete, Archive, Comment
Space	Update Settings, Invite Members, Remove Members, Manage Teams, Manage Organizations, Raise Support, Archive, Delete

Permissions follow the format resource:action (e.g., document:create, issue:update).

Custom Roles

Create custom roles for specific needs:

1. Go to Settings > Access & Permissions
2. Click Add Role
3. Enter a role name and description
4. Select the permissions to include
5. Click Save Role

Assigning Roles

Roles can be assigned at multiple levels:

Level	Description
Space	Default role for all space members
Organization	Role for all members of an organization
Team	Role for all members of a team
Individual	Role override for specific members

Lower-level assignments override higher-level ones.

Permission Inheritance

Permissions flow through the hierarchy:

1. Space Role - Base permissions for all members
2. Organization Role - Override for organization members
3. Team Role - Override for team members
4. Individual Role - Override for specific users
5. Record Access - Per-record permissions (Owner, Editor, Viewer)

A user's effective permissions combine their role permissions with any record-specific access.

Troubleshooting

User can't access a record

Check these in order:

1. Is the user a space member?
2. Does their role have the required permission?
3. Does the record's visibility allow access?
4. Are they explicitly added to the record's access list?

User has unexpected access

Review:

1. Their assigned role at each level
2. Any role overrides
3. Record-specific access grants
4. Team and organization memberships

Next Steps

• Team Management - Manage team structure
• Roles & Permissions - Deep dive into permissions
• Overview - Learn about spaces