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🧑‍🤝‍🧑 Adding and Editing Team Members and Their Permissions

This article explains how, as a Team Administrator or System Administrator, you can add members to a team, adjust existing roles, or remove members—including the permissions that each role grants.

🔍 Content

  • How it works

  • Roles & permissions overview

  • Editing options overview

  • Tips & Best Practices

  • FAQ

âś… How it works

Open Team Administration

  • Navigate to your team board.

  • Click the blue gear icon ⚙️ in the top right. ➡️ This icon is only visible to Team Administrators or System Administrators.


Select the “Members” tab

  • In the opened overlay, you will see several tabs at the top.
  • Select the Members tab.

📸 Screenshot: Members tab open

Add a new member

  • Click the + icon in the top right.
  • Select a person from the user list.
  • Choose an appropriate role (see below).

Possible roles:

  • đź‘‘ Team Administrator

  • đź‘Ą Team Member

  • 👤 Guest

📸 Screenshot: Role selection open

🧭 Roles & permissions overview

Role Permissions
🛠️ Team Administrator Full access, including team and view management
👤 Team Member Read and write access within the team’s views
đź‘€ Guest Limited access, not visible in Task Board, Process Board, & Attendance List, but with write access in the team
 

🔄 Editing options overview

Action Team Admin Team Member Guest
Manage members ✅ ❌ ❌
Change roles ✅ ❌ ❌
Edit tasks & KPIs âś… âś… âś…
Adjust team views ✅ ❌ ❌
View lists / KPIs ✅ ❌ ❌
 

ℹ️ Note: Member management is team-specific—changes only affect the respective team.
ℹ️ Note: The System Administrator can centrally manage members via the white gear icon ⚙️ in the top right.

✨ Tips & Best Practices

đź’ˇ Best Practice: Always appoint at least two Team Administrators so the team can still be managed during absences or vacations.
⚠️ Warning: Team Members cannot promote themselves to the Administrator role. Only existing Team Administrators or System Administrators can change roles.

âť“ FAQ

Can a Guest comment on tasks?
→ Yes. Guests have the same write permissions as regular Team Members.

What is the difference between a Guest and a regular Team Member?
→ Guests have all write permissions but do not appear in the attendance list and cannot be assigned tasks, actions, or similar items.

Can a Team Member make themselves a Team Admin?
→ No, role changes can only be made by existing Team Administrators or System Administrators.