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  1. Task & Kanban Board
  2. Roles and permissions
Reference

Who can do what in Task & Kanban Board

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

Who can do what

Permissions by role
RoleBoards and workflowTasks and ownershipChecklists and dependenciesReviews and approvalsTeam collaborationFlow insights
Admin—Edit————
Board OwnerEditApprove—EditEdit—
MemberEditEdit————
ReviewerViewView—View——
ViewerViewView—View——
GuestViewView——View—

Each role in detail

Admin

Manages platform identity and technical configuration.

Can

  • Manage Users, Teams, team memberships and connector settings
  • provision board memberships under authorized ownership
  • no independent task review without separately assigned Reviewer authority
  • no edits to task events or frozen board snapshots

Board Owner

Owns the board structure, membership and operating policy.

Can

  • Manage owned Boards, Columns, Swimlanes, Labels and board memberships
  • manage owned-board Tasks and dependencies
  • independently decide transition requests 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

Reviews and approves

  • review import jobs mappings
  • review documented checklist waivers

Starts on: Review Inbox

Member

Contributes to internal board work.

Can

  • 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

Starts on: My Tasks

Reviewer

Makes independent task handoff decisions for assigned boards.

Can

  • View required task evidence and transition requests in assigned boards
  • no silent task edits inside an approval and no membership or connector administration

Reviews and approves

  • approve or reject a current request independently of requester and substantive work preparer

Starts on: Review Inbox

Viewer

Reads board progress within explicit membership.

Can

  • 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

Starts on: Task Schedule

Guest

External or limited participant on explicitly shared tasks.

Can

  • View only Shared Tasks with an active task participants grant and active Guest board membership
  • comment only when task participant access is Comment
  • read Shared comments and attachments only
  • no board-wide queries, internal discussions, assignments, task moves, reports, export or invitations

Starts on: My Shared Tasks

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