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Managing Users and Permissions

Learn how to invite team members, assign roles, and manage user permissions in your Taskora workspace.

Updated this week

Taskora allows workspace admins to control what each team member can see and do. This guide explains how to invite users, assign roles, and manage .permissions.

User Roles

Taskora has three user roles: Admin (full access to all settings, billing, and user management), Member (can create and manage tasks and projects), and Viewer (read-only access to tasks and projects they have been added to).

Inviting New Users

Go to Settings and select the Team Members tab. Select Invite Team Member, enter the person's email address, select their role, and select Send Invite. They will receive an email invitation to join your workspace.

Changing a User's Role

Go to Settings and open the Team Members tab. Find the user you want to update, select the role badge next to their name, and select the new role from the dropdown. Changes take effect immediately.

Removing a User

To remove someone from your workspace, go to Settings, open Team Members, and select the three-dot menu next to the user's name. Select Remove from Workspace. Their tasks will remain and can be reassigned to another team member.

Project-Level Permissions

By default, all Members can view all projects. To restrict a project to specific people, open the project, select Settings, and toggle on Private Project. Then add only the members who should have access.

Pending Invitations

Invitations that have not been accepted yet appear in the Pending Invites section of the Team Members tab. You can resend or cancel any pending invitation from there.

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