User Management & Permissions
Codecks differentiates between org-wide roles and project-specific roles.
Here’s a high-level overview of org-wide roles:
Assigned to the creator of an organization. There may only be one owner.
Have access to all projects and can manage billing and integrations.
May access assigned projects only. Can be assigned the project-specific
May access assigned projects only. They can’t change any data but may add comments to cards.
Users with the
Staff role may be given the project-specific
Producer role. A producer can manage decks, milestones and integrations for the project. The producer role is available to organizations with the
Owners have access to all projects. Projects have a visibility setting which determines if all
Staff members can access a project or whether they need to be explicitely added.
Observers always have to be explicitely added, no matter the project visibility setting.
Limited Project Visibilty is available in the
Full Staff Permissions
Owners can set Staff Permissions with the User Management screen.
Full Staff Permissions allows all Staff members to
- create and manage decks
- create and manage project-specific milestones
- manage global milestones
- manage journeys
- manage project tags
in the projects they have access to.
The list below shows the minimum role that has permission to perform or access the corresponding actions.
Here’s the full hierarchy to know what a minum role implies:
Owner > Admin > Producer > Staff > Observer
This means that if a
Producer is allowed to perform a certain action, then the
Admins are also allowed to do it.
Entries marked with
Staff* imply that
Staff Permissions are set to
Full. Otherwise these actions are only available to
|Can view user overview|
|Can manage integrations 1|
|Can manage billing|
|Can invite users|
|Can assign org-wide roles (except |
|Can manage organization settings|
|Can delete attachment files|
|Can disable organization|
|Can assign different Owner|
Producers will be able to access all integrations. But project or deck names they don’t
have access to won’t be shown. They may only pick target decks from projects they are producer of.
|Can modify and archive project|
|Can manage user project access for |
|Can assign project-specific user role|
|Can make project public|
|Can create and manage project tags|
|Can create project|
|Can delete project|
|Can change default access for |
|Can pin milestone|
|Can assign cards to milestones|
|Can create and manage project-specific milestones|
|Can manage global milestones|
|Can create global milestones|
|Can assign cards to decks|
|Can create and manage decks|
|Can create and manage journeys|
|Can set preferred card sort order in deck|
|Can modify public deck’s deck order|
|Can bookmark card|
|Can create & modify card|
|Can create card preset|
|Can manage card preset|