Roles and Permissions

Workspace and Space Roles

These are the most visible roles for everyday users and project teams.
They determine who can access, participate, and configure work at different levels.

Level	Role	Description	Typical Responsibility
Workspace	Workspace Owner	Full control over the Workspace — create Spaces, manage members, and set visibility.	Department head, portfolio manager.
	Workspace Member	Can join, view, and participate in public and assigned Spaces.	Team member, analyst.
	Workspace Visitor	Read-only visibility for selected Spaces or reports.	Executive, auditor, client.
Space	Space Owner	Configures workflow, membership, and Space settings.	Project or process owner.
	Space Member	Creates and manages Cards, notes, and documents.	Active participant or contributor.
	Space Visitor	Can view and comment on Cards.	Partner, advisor, or stakeholder.

Example:
In the Product Launch 2025 Workspace:

The VP of Sales is a Visitor, monitoring progress and milestones.

The Marketing Director is a Workspace Owner.

Product managers are Space Members in the Campaign Planning Space.