Owner, admin, and member-type user roles

Quickly compare pricing and permissions for member-type user roles. Learn how to invite and convert people to these user roles. 

To learn about the guest-type user roles, take a look at our Guest-type user roles article.

 

User role availability and limits vary by plan. Learn more

Member-types overview

Member-type roles fit the needs of everyone in your organization. 

The following table provides an overview of these roles:

Role Overview
Limited members view only

This role eliminates noise for people who don't actively engage in the details. When they need to collaborate and communicate they can use Chat.

They have view only permissions to locations and items they are invited to.

They cannot be given comment, edit, or full edit permissions to a location or item.

Unlike guests, they can be invited to Spaces! 

Limited members

This role is great for people who only need access to the locations where they work and Chat. Access is limited by default making it easier to manage. 

When a location or item is shared with them, they can be given view only, comment, or edit permissions to that location or item.

Unlike guests, limited members can be invited to and create Spaces! 

Members

This role is helpful for people who work and collaborate on multiple tasks and cross-functional teams. 

By default, members have full edit permissions to all public items. On Business Plus plans and above, Custom role permissions can be given.

Admins

Admins are members with extra permissions to manage the Workspace, including billing, permissions, and integrations. By default, the admin role has every custom role permission activated except the Custom Role permission.

On Business Plus and Enterprise plans, Workspace owners can disable any custom role permission for all admins. They can also create a custom admin role with access to all permissions. 

Owner

The owner created your Workspace or had ownership transferred to them. Each Workspace can only have one owner.

Member-types in detail

These tables compare plan availability pricing, permissions, and how these user roles are invited to your Workspace.

Plan availability

The following table shows the plan availability per member-type user role:

Plan Availability
Limited members view only Unlimited and above
Limited members, members, admins, and owners All plans

Pricing

The following table details pricing per member-type user role:

User role Subscription fee? Pricing details
Limited members view only No  None
Limited members, members, admins, and owners

Yes.

Take a look at our Pricing page to see the subscription fee per plan. 

What is an open seat?

When you remove a limited member, member, or admin from your Workspace, their seat remains open.

If your Workspace has an open seat, you can fill it by adding a paid user or converting a limited member view only or guest to a paid role at no charge.

If you add a paid user in the middle of your billing cycle, you're charged a prorated amount for the number of days left until your plan renews.

 

How do I check for open seats?

See our article Manage admins, members, and guests to learn how to check if you have any open member-type seats. 

Permissions

The following table details permissions per user role:

User role Permissions details
Limited members view only

Have view only permissions to locations and items they are invited to.

When a comment, edit, or full edit permission to a location or item is given, the user becomes a limited member and a subscription fee is charged.

Limited members 

When inviting them to a location or item, view only, comment, edit, or full edit permissions can be given for that location or item.

Members and admins

By default, they have full edit permissions to all public locations and items.

Owners

Have full edit permissions to all public locations and items. They have full access to all Workspace settings.

How do invite permissions impact default permissions for Workspace locations and items?

To learn how view only, comment, and edit permissions impact default permissions to specific items and locations, browse the tables in our Permissions in detail article. For example:

  • By default, a member can access all public Folders.
  • A member with comment permissions to a Folder can comment on tasks in this Folder, but can't edit the Folder settings.

What Workspace-level permissions do these user roles have by default?

See our article Default permissions for guests, limited members, members, and admins for an overview of Workspace-level permissions for these roles.

Chat permissions

Limited members view only and limited members can actively collaborate in Chat!

Take a look at our Chat feature availability and limits article to see user role permission for Chat. 

 

Invite permissions

User role Invite permissions
Limited members view only No
Limited members

Yes, they can only invite guests. 

This permission can be edited

Members and admins

Yes. 

This permission can be edited

Owners Yes

Invite people to your Workspace

Read our Invite people to join your Workspace article to learn how to:

  • Invite members and admins to join your Workspace.
  • Invite people from a Chat or Channel. 
  • Share Workspace locations and items with limited members view only and limited members.
  • On the Enterprise plan only invite via our API or SCIM provisioning.

Manage individual permissions for limited members and limited members view only

Individual limited member and limited member view only individual permissions are available on the Unlimited plan and above. 

To activate individual permissions:

  1. In the upper-left corner, click your Workspace avatar, then Settings.
  2. Select People.
  3. On the Manage People page, select the Limited Members tab.
    • Limited members view only have a View only badge to the right of their name. 
  4. Click the Time estimates, Time tracked, Add/remove tags, or Create views icons to activate or deactivate features for that person.

IntroToLimitedMemberPermissions.png

If a limited member or limited member view only has individual permissions activated, they can do the following:

Manage members

Learn how to manage the admins and members in your Workspace. 

Identify the members in your Workspace

Owners, admins, and member-type users are easily identified by the circle in the lower-right corner of their avatars. The circle is green when the person is online and white when they're not.
MemberAvatarOnline.png

Guest-type users have a green or white square in the upper-right corner of their avatars.

See user status

User status indicates a person's availability in the Workspace. For example, they're out of office, have paused notifications, or are on vacation.

You can see a person's status to the right of their name.

If an owner, admin, or member-type's notifications are paused, there's a z on the white circle in the lower-right corner of their avatar.

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