Project Roles, Permissions, and Settings
Understand HuddleIQ project roles including Project Manager, Editor, Commentator, and Viewer, plus configurable project settings.
HuddleIQ assigns one of four project roles to each member of a shared project. Each role determines what actions members can perform within the project and its boards. Private projects automatically assign the owner as Project Manager.
Project Roles
| Role | Description |
|---|---|
| Project Manager | Has complete control of the project and may change any aspect of it and the boards it contains |
| Project Editor | May create boards and control any aspect of boards they create, plus edit other boards’ contents in the project |
| Project Commentator | May not create new boards, but can open boards, contribute to chat, and make comments without editing boards |
| Project Viewer | May not create new boards, but can open boards and contribute to chat without editing or commenting on boards |
Note: Private projects permanently assign the Project Manager role to the owner.
Project Permissions by Role
| Permission | Description | Project Manager | Project Editor | Project Commentator | Project Viewer |
|---|---|---|---|---|---|
| Project Management | Set project settings, member access, visibility, rename or delete the project | Yes | No | No | No |
| Set Board Start View | Set the starting view of a board | Yes | If Owner | No | No |
| Create Boards | Create a board or move boards into the project | Yes | Members | No | No |
| Rename Boards | Rename a board or change its profile image | Yes | If Owner | No | No |
| Move Boards | Move a board to another project | Yes | If Owner | No | No |
| Delete Boards | Delete a board | Yes | If Owner | No | No |
| Duplicate Boards | Duplicate a board | Yes | Members | No | No |
| Open Board Role (Not Owner) | Board role assigned when opened and member is not the board’s owner | Board Host | Board Editor | Board Commentator | Board Viewer |
| Open Board Role (Owner) | Board role assigned when opened and member is the board’s owner | Board Host | Board Host | Board Commentator | Board Viewer |
| Create and Manage Own Invites | Create, edit, or cancel own invites for boards in this project | Yes | Members | No | No |
| Manage Any Invite | Edit or cancel any invite for a board in this project | Yes | No | No | No |
Project Settings
Every shared project has configurable settings:
| Setting | Description |
|---|---|
| Project Listing | Display the project to non-members so they may request membership |
| Project Members | Allow non-project members to see the project members |
| Project Boards | Display the project’s boards to non-project members without allowing them to open them |
| Allow Visitor Invites by Project Managers | Allow project managers to invite visitors to any board in the project |
| Allow Visitor Invites by Project Editors | Allow project editors to invite visitors to any board in the project |
Plan Availability: Free*, Education Free, Standard, Premium