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
Give project managers, contributors, stakeholders and guests access suited to their work.
| Role | Project setup | Task planning | Team execution | Milestones | Status communication | Portfolio review |
|---|---|---|---|---|---|---|
| Project manager | Edit | — | — | — | — | Edit |
| Viewer | View | View | View | View | View | View |
| Team member | View | Edit | Edit | View | View | Edit |
| Guest | View | Edit | Edit | View | — | View |
| Admin | Edit | View | View | View | View | View |
Runs one or more projects end-to-end. Record entry on Projects; read-only on Users within own Team for assignment.
Starts on: Draft Status Updates
Internal read-only stakeholder - executive sponsor, adjacent team lead or PMO observer who needs to see a project but not change it.
Starts on: Project Gantt
Delivery-team contributor. Works assigned tasks, logs time, comments, uploads attachments and updates own task status.
Starts on: Overdue Tasks
External collaborator - agency staff, vendor contact or customer-side counterpart invited to specific projects with limited access.
Maintains project configuration, user access and reference data.
Start free, then use Proto to change fields, steps and approvals before your team goes live.