FAQ: Platform access, Company roles and Project roles

To manage platform access, company roles, project roles, and user settings, you’ll need to use the Users tab.

How to access the Users tab:

1. Click your avatar in the top right corner.
2. Scroll down and select “Users”.

From the Users tab, you can manage all user-related settings. This includes adding new users, editing their access, assigning or changing company and project roles, and re-sending activation emails. You can also grant access to specific projects, remove users, update user information, and manage their email notification preferences.

The different access rights

When working in the system, you have both a company role and a project role – and it's important to understand the difference:

1. Project roles define what you can do within a specific project. They control your permissions inside the project itself - for example: Can you create tasks? View tasks assigned to others? Add new users? That depends on your project role.
2. Company roles, on the other hand, determine your general permissions across the entire system - independent of any specific project. This includes things like creating new projects, editing company settings, changing the logo, and more.

Limit project access

To further limit or specify what a user on a project can see please read the article on "User-groups on a project"

Updated on: 07/25/2025