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Who Can See Tasks and Projects? Set Access Permissions Securely

🛡️ With role management, you control who can edit or only view tasks and reports. Access control for every team member.

🔧 Access to "Projects and tasks" based on user roles

In the Role Management module (Settings Manage companyUser managementRole management), you can easily define who has access to the Projects and tasks section – and to what extent:

  • 👁️ Read only – for example, for an accountant who needs to see recorded work hours
  • ✏️ Edit – for internal team members who assign tasks and use the tracker
  • 🚫 No access – for roles like BackOffice that don’t need this section at all

🖼️ You can see how this looks in practice in the preview below:

Notion image

📝 This article was translated with AI. If you notice any inconsistency, feel free to let us know.

 
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