TaskFord
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Help CenterProfile & AdministrationAccount types, roles, and permissionsSite permissions

Site permissions

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

Site 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.

PermissionAdminEditorViewerCustom 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✅✅❌
Work on open dashboard✅✅❌
Access open dashboard✅✅✅
Link type
Manage task link type✅❌❌
Role
Manage role✅❌❌
Custom field
Manage custom field✅❌❌
User
Read user profile✅✅✅