Roles and permissions

Access combines authenticated user, workspace, active BoardMembership and task audience. Guests also need a Shared task and active TaskParticipants grant. Reviewers cannot approve their own prepared work. Derived state, counts and events are not directly editable.

Permissions

Summarised from the authored role permissions. Scope restrictions such as “own records” still apply; these symbols do not indicate completeness or runtime access.

TableBoard OwnerMemberReviewerViewerGuest
master
Boards Manage / maintain: Manage owned Boards, Columns, Swimlanes, Labels and BoardMembershipsNo table-specific permission statedNo table-specific permission statedNo table-specific permission statedNo table-specific permission stated
BoardMemberships Manage / maintain: Manage owned Boards, Columns, Swimlanes, Labels and BoardMembershipsNo table-specific permission statedNo table-specific permission statedNo table-specific permission statedNo table-specific permission stated
Labels Manage / maintain: Manage owned Boards, Columns, Swimlanes, Labels and BoardMembershipsNo table-specific permission statedNo table-specific permission statedNo table-specific permission statedNo table-specific permission stated
transaction
Tasks Manage / maintain: manage owned-board Tasks and dependencies Specific actions: Create Tasks on active joined boards; update assigned or owned Tasks within permitted transitionsNo table-specific permission stated View: View internal board Tasks, columns, permitted comments and files and derived flow reports View: View only Shared Tasks with an active TaskParticipants grant and active Guest BoardMembership
TransitionRequestsNo table-specific permission statedNo table-specific permission stated View: View required task evidence and TransitionRequests in assigned boardsNo table-specific permission statedNo table-specific permission stated
line item
Columns Manage / maintain: Manage owned Boards, Columns, Swimlanes, Labels and BoardMembershipsNo table-specific permission statedNo table-specific permission statedNo table-specific permission statedNo table-specific permission stated
Swimlanes Manage / maintain: Manage owned Boards, Columns, Swimlanes, Labels and BoardMembershipsNo table-specific permission statedNo table-specific permission statedNo table-specific permission statedNo table-specific permission stated
TaskParticipantsNo table-specific permission statedNo table-specific permission statedNo table-specific permission statedNo table-specific permission stated View: View only Shared Tasks with an active TaskParticipants grant and active Guest BoardMembership
  • Board Ownerreview documented checklist waiversno self-approval of gated transitions and no private guest access expansion without explicit sharing
  • Membermanage own comments and attachments, task labels, checklists and dependencies within board scoperequest reviewsno workflow-policy changes, guest grants or independent approval of own work
  • Reviewerapprove or reject a current request independently of requester and substantive work preparerno silent task edits inside an approval and no membership or connector administration
  • Viewerno writes, imports, approvals or workflow executionexports retain task and field scope
  • Guestread Shared comments and attachments onlyno board-wide queries, internal discussions, assignments, task moves, reports, export or invitations
Manage / maintain View Specific actions— No table-specific permission statedPermissions also apply to agents

The roles

Board Owner

Owns the board structure, membership and operating policy.

Permissions and screens
  • Manage owned Boards, Columns, Swimlanes, Labels and BoardMemberships
  • review ImportJobs mappings
  • manage owned-board Tasks and dependencies
  • review documented checklist waivers
  • independently decide TransitionRequests on owned boards when neither requester nor latest work preparer
  • no self-approval of gated transitions and no private guest access expansion without explicit sharing
Review InboxPending
Request NumberTaskSource ColumnTarget Column
Notification ExceptionsFailed
Delivery NumberTaskRecipientKind
Overdue
My Tasks
Task NumberTitleBoardCurrent Column
Member

Contributes to internal board work.

Permissions and screens
  • Create Tasks on active joined boards
  • update assigned or owned Tasks within permitted transitions
  • manage own comments and attachments, task labels, checklists and dependencies within board scope
  • request reviews
  • no workflow-policy changes, guest grants or independent approval of own work
My Tasks
Task NumberTitleBoardCurrent Column
Ready to StartReady
Task NumberTitleOwnerBoard
Task Schedule
Task NumberTitleOwnerStart Date
Reviewer

Makes independent task handoff decisions for assigned boards.

Permissions and screens
  • View required task evidence and TransitionRequests in assigned boards
  • approve or reject a current request independently of requester and substantive work preparer
  • no silent task edits inside an approval and no membership or connector administration
Review InboxPending
Request NumberTaskSource ColumnTarget Column
Active Board
Task NumberTitleOwnerCurrent Column
Active BlockersActive
Dependency NumberBlocking TaskBlocked TaskCreated By
Viewer

Reads board progress within explicit membership.

Permissions and screens
  • View internal board Tasks, columns, permitted comments and files and derived flow reports
  • no writes, imports, approvals or workflow execution
  • exports retain task and field scope
Task Schedule
Task NumberTitleOwnerStart Date
Overdue Work
Task NumberTitleOwnerBoard
Recent CompletionsDone
Task NumberTitleOwnerCompleted At
Guest

External or limited participant on explicitly shared tasks.

Permissions and screens
  • View only Shared Tasks with an active TaskParticipants grant and active Guest BoardMembership
  • comment only when TaskParticipants.Access is Comment
  • read Shared comments and attachments only
  • no board-wide queries, internal discussions, assignments, task moves, reports, export or invitations
My Shared TasksShared
Task NumberTitleDue DateStatus
Ready

How permissions work

Access combines authenticated user, workspace, active BoardMembership and task audience. Guests also need a Shared task and active TaskParticipants grant. Reviewers cannot approve their own prepared work. Derived state, counts and events are not directly editable.

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