Roles let you decide who can see, request and approve changes — without giving everyone full control.
Step by step
- 1
Invite team members
Add colleagues to your workspace by email.
- 2
Assign a role
Choose from Owner, Admin, Manager, Member and Viewer for each person.
- 3
Match roles to responsibility
Give Viewer for read-only insight and higher roles for those who request or approve changes.
- 4
Adjust as the team changes
Update or remove access at any time as people join or move on.
Tip: Use the Viewer role for stakeholders who should see the overview but never change anything.