Clear boundaries, peace of mind

Every member sees exactly what they should.

Owner, admin, member and guest roles set clear boundaries for everyone. Project membership, active sessions and sign-in history stay under your own control.
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Managing workspace members and roles in Taskie

Problem and solution

Everyone accessing everything isn’t called trust.

01 The problem

The team grows, guests and contractors join and projects become shared. Without clear boundaries, one simple mistake — a deletion, a change, seeing data you shouldn’t — gets expensive.

  • People can reach projects and settings that have nothing to do with their work.
  • Clients and outside collaborators need to contribute without seeing everything.
  • Nobody knows which devices their account is signed in on.

02 Taskie's answer

Four roles, unambiguous boundaries

Every member joins with one of four roles, and project membership decides what they can see. Active sessions and sign-in history are transparent for every user.

  • Owner, admin, member and guest roles with defined permissions.
  • Project membership: each project’s data is open only to its members.
  • Manage active sessions and review sign-in history from account settings.

Workflow

The right access in four moves

From intake to delivery, every step has an owner and a clear output.
  1. Assign a role

    Add every member with a role that matches their responsibility — nothing more.

  2. Scope the projects

    Manage each project’s membership separately; guests see only their own project.

  3. Monitor sessions

    See active devices and sessions, and end anything suspicious right there.

  4. Review regularly

    As people move around, review and adjust roles and memberships.

Outcome

Access & security in practice: what actually changes?

Clear roles and session control for worry-free collaboration.

Human error stays small

Everyone can only touch their own area, so the reach of any mistake is limited in advance.

Worry-free outside collaboration

Clients contribute as guests, and the rest of the workspace stays closed to them.

Your account, under your eye

Active sessions and recent sign-ins are in plain view; end anything unfamiliar.

Ready for team growth

The role model works the same with ten people or a hundred; the structure doesn’t change.

Access levels
4
Owner, admin, member and guest — four roles with clear boundaries.
Data boundary
Project membership
Each project is open only to its own members; nobody else sees it.
Sessions
In your control
The list of connected devices and sign-in history is always in account settings.

Use cases

Put Permissions to work in these situations

Client projects

Clients follow the progress and give feedback; settings and internal data stay protected.

Multi-team organizations

Each department has its own projects, and managers run only their own area.

Account security reviews

Every member sees the devices connected to their account and ends suspicious sessions.

FAQ

Questions about Permissions

What’s the difference between a member and a guest?

A member is part of the team and has full access to the projects they belong to; a guest reaches only the projects they were invited to, and only to contribute. For clients and contractors, guest is the right choice.

What happens when someone leaves the team?

An owner or admin removes their access; their tasks and activity history stay in the project, and you reassign their open tasks to another member. The team’s history stays intact.

Do you have two-factor authentication?

Yes. Every user can turn on two-factor authentication for their account. Alongside it, active sessions and sign-in history are available for security reviews.

Related features

Alongside Permissions, explore these too

All features

Starting today, move your team's work forward in one workspace

Set up your team's workspace in minutes, and pick a bigger plan whenever your team grows.
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