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Help CenterProfile & AdministrationAccount types, roles, and permissionsUnderstand App permissions

Understand App permissions

Learn about app permissions in TaskFord to understand what each role can do across the app and assign the right access to users.

App permissions define what users can do across the app. These permissions are assigned to roles, and users gain access based on the roles they are given.

Role-based permission matrix

A role and permission matrix helps you understand what each role can do across the app.

Custom roles allow you to define specific permissions for your users, offering flexibility beyond the default roles.

Permission Admin Editor Viewer Custom Role
Team
Create team ✅ ❌ ❌
Manage team ✅ ❌ ❌
Board
Create board ✅ ✅ ❌
Work on open boards ✅ ✅ ❌
Access open/limited boards ✅ ✅ ✅
Portfolio
Create portfolio ✅ ✅ ❌
Work on open portfolios ✅ ✅ ❌
Access open portfolios ✅ ✅ ✅
Dashboard
Create dashboard ✅ ✅ ❌
User
Read user profile ✅ ✅ ✅
Administration
Manage task link type ✅ ❌ ❌
Manage role ✅ ❌ ❌
Manage custom field ✅ ❌ ❌
Manage workflow ✅ ❌ ❌
Manage task type ✅ ❌ ❌
Manage audit log ✅ ❌ ❌
Manage trash ✅ ❌ ❌