Roles and access rights
In Teamhood there are 3 levels of access control – organization level, workspace level and public access.
Organization level roles
You can define organization account owners by being owner yourself. First user who creates company account, becomes owner by default. Later that user can promote other people to account owners.
Owner can do the following:
- Activate/deactivate users
- Promote users to owners
- Remove users as owners
- Change subscription / change plan / add more licenses / reduce number of licenses
- Access billing data
You can manage ownership, users and subscriptions by clicking on your avatar and choosing “Users and Licensing” menu. If you cannot see that menu – you do not have ownership role.
Owner panel
All other (non-owner) users will be regular systems users who participate in workspaces. Those users will not be able to access Owner panel. You can invite people from here or directly from any workspace. Read more about different ways of inviting users into Teamhood,
Workspace level roles
| Reader | Limited Collaborator | Collaborator | Workspace Admin | |
| View work items assigned to self | Yes | Yes | Yes | Yes |
| View items assigned to other users | Yes | – | Yes | Yes |
| Edit items assigned to self | – | Yes | Yes | Yes |
| Edit items assigned to other users | – | – | Yes | Yes |
| Create new items | – | – | Yes | Yes |
| Create child items for items assigned to self | – | Yes | Yes | Yes |
| Change item schedule, budget, title, tags | – | – | Yes | Yes |
| Create and assign Tags | – | – | Yes | Yes |
| Create, edit, delete workspace views | – | – | – | Yes |
| Create, edit, delete workspace boards | – | – | – | Yes |
| Change workspace settings, delete workspace | – | – | – | Yes |
| Invite users to workspace | – | – | – | Yes |
Each workspace can have a different group of people working in it. By inviting someone to workspace, you are granting access to data in that workspace. You can read more about best practices on how to structure data in Teamhood.
There are 4 roles to choose from when inviting or managing users in workspace scope:
Workspace Administrator
Administrator has all the rights to modify anything inside the workspaces. Including workspace deletion and other workspace member management. Ideally there should be at least 2 administrators per each workspace, but also not too many to reduce risks of deleting/removing essential data.
Collaborator
Collaborators can only modify work item related data but cannot change workspace structure (boards, rows, workspace settings) and also cannot invite other users into workspace. This is an ideal role for functional specialist in your team who performs daily tasks. Workspace collaborators can also delete only the items which where created by themselves.
Limited Collaborator
Limited collaborators can only view and modify items which are either created by them or assigned to them. Modification is also limited to essential properties like description, comments, file attachments. This is the perfect role for 3rd parties like contractors or external team members.
Reader
Workspace reader can only view items. Other collaborators can still assign reader to items.
You can configure workspace roles by clicking on workspace title and navigating to “Members” menu.
Workspace members management view
Public access and sharing
The last access level is public, you can share any view by making it shared and sending a unique share link to anyone who you want to show the work data. Only people who have the link will be able to open and view the data.
Read more about inviting people here.
If you have questions or above guide is not enough contact us!
