Space roles and permissions

Alongside the system-wide roles (admin and user), every space has its own roles that decide who can manage and use it — including its records. Space roles apply to both users and admins.

The three roles

  • Member — works with records using the existing statuses and labels. Can't change space settings or manage people.
  • Manager — everything a member can do, plus manages members and managers and edits space settings (such as status lists and labels).
  • Owner — full control: manages members, managers, and other owners, edits settings, and can delete the space.

Permission matrix

Capability Member Manager Owner
View and manage records ✓ ✓ ✓
Use existing statuses and labels ✓ ✓ ✓
Edit space settings (status lists, labels) — ✓ ✓
Manage members — ✓ ✓
Manage managers — ✓ ✓
Manage owners — — ✓
Delete the space — — ✓

Assign roles

Click the + icon next to the space name to view and set roles. This icon appears only for users who are a manager or owner of that space.

Opening the space roles settings
Assigning members, managers, and owners

You set a person's initial role when you share a space with them during space creation. For system-wide roles and team management, see Users & teams.