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Project Roles, Permissions, and Settings
Every shared project allows for membership assignment where one of four project roles may be chosen:
Project Manager
Has complete control of the project and may change any aspect of it and the boards it contains.
Project Editor
May create and control any aspect of boards they create and edit other board’s contents in the project.
Project Commentator
May not create new boards, but may open boards in the project, contribute to chat, and make comments but otherwise may not edit boards.
Project Viewer
May not create new boards, but may open boards, contribute to chat, but may not edit or comment on the board.
Note: Private projects are permanently appointed the project manager role.
Details of each project’s role permissions are listed below:
| Project Permissions | 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 | May create a board or move boards into the project | Yes | Yes | No | No |
| Rename Boards | May rename a board or change it’s profile image | Yes | If Owner | No | No |
| Move Boards | May move a board to another project | Yes | If Owner | No | No |
| Delete Boards | May delete a board | Yes | If Owner | No | No |
| Duplicate Boards | May duplicate a board | Yes | Yes | No | No |
| Open Board Role | The assigned board role assigned when opened from the project when the member is not the board’s owner | Board Host | Board Editor | Board Commentator | Board Viewer |
| Open Board Role if Board Owner | The assigned board role assigned when opened from the project when the member is the board’s owner | Board Host | Board Host | Board Commentator | Board Viewer |
| Create and Manage Own Invites | Whether the user can create, edit, or cancel their own invites for boards in this project, limited that that allowed in project settings | Yes | Yes | No | No |
| Manage Any Invite | Whether the user can edit or cancel any invite for a board in this project regardless of other permissions; limited to that allowed in project settings | Yes | No | No | No |
Every shared project also has settings you can apply as listed below:
| Project Settings | Description |
| Project Listing | Display the project to those that are not members of the project so that they may request membership to the project |
| Project Members | Allow non-project members to see the project members |
| Project Boards | Display the project’s board’s to the non-project member without allowing them to open them |
| Allow Guest Invites by Project Managers | Allow project managers to invite guests to any board residing in the project. |
| Allow Guest Invites by Project Editors | Allow project editors to invite guests to any board residing in the project. |
Plan Availability: Free*, Standard, Premium