The four roles
- Owner — billing, workspace deletion, everything below
- Admin — members, permissions, workspace settings, every project
- Member — creates and edits work in projects they belong to
- Guest — sees only the projects explicitly shared with them, and is free
Project visibility
Every project is either workspace-visible (any member can find and open it) or private (only people you add). Private is the exception, not the default — most teams lose more to work nobody could find than to work the wrong person saw.
Giving a client access
- Invite them as a Guest from Settings → Members.
- Open the project → Share → add the guest.
- Choose Comment-only if they should read and discuss but not move work.
- Hide any field they should not see under Project → Fields → Guest visibility.
Guests never see other projects, member lists, or anything in search outside what you shared. They do not consume a seat.
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