1. Project Management
  2. Roles and permissions
Reference

Who can do what in Project Management

Give project managers, contributors, stakeholders and guests access suited to their work.

Who can do what

Permissions by role
RoleProject setupTask planningTeam executionMilestonesStatus communicationPortfolio review
Project managerEdit————Edit
ViewerViewViewViewViewViewView
Team memberViewEditEditViewViewEdit
GuestViewEditEditView—View
AdminEditViewViewViewViewView

Each role in detail

Project manager

Runs one or more projects end-to-end. Record entry on Projects; read-only on Users within own Team for assignment.

Can

  • Manage Projects
  • View Users

Starts on: Draft Status Updates

Viewer

Internal read-only stakeholder - executive sponsor, adjacent team lead or PMO observer who needs to see a project but not change it.

Can

  • View activity feed, Milestones, project members, project status updates, Projects, task comments, Tasks

Starts on: Project Gantt

Team member

Delivery-team contributor. Works assigned tasks, logs time, comments, uploads attachments and updates own task status.

Can

  • Manage task assignments, task attachments, task comments, task time entries, Tasks
  • View Milestones, project members, project status updates, Projects

Starts on: Overdue Tasks

Guest

External collaborator - agency staff, vendor contact or customer-side counterpart invited to specific projects with limited access.

Can

  • Manage task attachments, task comments, Tasks
  • View Milestones, project members, Projects

Admin

Maintains project configuration, user access and reference data.

Can

  • Manage Users, Teams, project templates, priority levels, Tags, custom fields
  • View Projects, Tasks, Milestones, project status updates

Set up Project Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started