Access and permissions

Understand roles, sharing, scopes, and creation authority.

• Understand how access and permissions work — Separate organization roles, area access, resource access, and creation authority.
• Find the right control in Team — Navigate member records, creation governance, project access, and Inventory.
• Permission examples for common team arrangements — See how to configure department members, collaborators, readers, and operators.
• Give access to Spaces and Operations — Choose which application areas a member can use.
• Configure Space access, project overrides, and blocks — Understand inherited access, explicit roles, and why removing a grant may not remove access.
• Share a project and review inherited access — Use explicit project access and understand where inherited rights come from.
• Set primary departments and project-creation exceptions — Control where Members can create projects without changing access to existing work.
• Choose task editing and assignment rules — Match project policy to how your team allocates and updates work.
• Set up Operations access and permissions — Give operators the capabilities their job requires and verify the actual actions.