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🔐 Permissions in the Context of Boards & Tasks

This article explains which permissions users in ValueStreamer have depending on their role and team membership, with a focus on visibility and editing rights.

🔍 Content

  • Role-based rights on boards

  • Read vs. write permissions

  • Cascading and permission behavior

  • Tips & Best Practices

  • FAQ

👤 Role-based rights on boards

  • Permissions are determined by the team role (Member, Administrator, Guest) and team membership.

  • System administrators have global access—regardless of team roles.

📖 Read vs. ✏️ Write permissions

Task Board

  • Read access:

    • Public boards are visible to all team members.

    • Private teams: visible only to assigned members.

  • Write access:

    • Only members or team administrators can edit or create tasks.

    • Guests have no write permissions.

Process Board

  • Same rules as the Task Board.

  • Additional: Only team administrators can edit process templates or create processes.

🔄 Cascading: Transfer & Permissions

When a task or measure is cascaded:

  • The originating team retains write permissions.

  • The receiving team can see the entry but cannot edit it.

  • Exception: The receiving team gets write permissions only if:

    1. A member of the receiving team is also the creator.

    2. The task is explicitly shared with the team.

Note:

  • Deviations are an exception—when cascaded, the originating team has read-only access.

  • Private teams: invisible to non-members; no access to attendance, boards, or content.

  • Guest roles: cannot see or join teams, no participation in boards or processes.

✨ Tips & Best Practices

✔️ Assign roles clearly: Member = active, Guest = read-only.
✔️ Use private teams for sensitive areas (e.g., HR, strategy).
✔️ Regularly review team memberships—especially in multi-team projects.
✔️ Use cascading for delegation without giving away editing rights.

❓ FAQ

Can a team member edit tasks on the process board?
→ Yes, if they are a member of the team and not a guest.

What can a guest see on the task board?
→ Guests have read-only access—no participation, editing, or creation possible.

Can cascaded tasks be edited by the target team?
→ No, unless they have write permissions or the creator is also a member of that team.

Who can delete tasks?
→ Only the creator or a team administrator with write permissions in that team.