Founder, lead and member
Every project has one founder, who can do everything. The founder can make any member a lead and choose, one by one, what that lead may do. Everyone else on the team is a member.
Naming leads and giving permissions: the founder only
Founder
The person who created the project; a project has one founder. Only the founder can:
- name leads, set their permissions and remove a lead from the team
- pause, archive and resume the project
- transfer ownership and delete the project
The founder can't leave the team; they hand the project to another member first.
Lead
A lead runs the team with the permissions the founder gave them. There are seven:
- Tasks: creates, assigns, moves and deletes tasks; approves handed-in work
- Pipeline: changes the stages, their icons and dates
- Channels and rooms: creates, renames and closes text channels and voice rooms
- Members: invites people, removes members, gives positions
- Chat moderation: deletes others' messages, pins messages, mutes people in rooms
- Design and files: deletes others' drawings, files and notes
- Project settings: general info, pictures, integrations, notifications, backups
A new lead starts with the first four.
Member
A member writes in channels, joins voice rooms, deletes what they wrote or uploaded themselves, and moves forward the tasks they are on. They can change their own position too.
Making someone a lead
Go to Project settings › Permissions, section Leads and their permissions. Press Add lead and pick a member. Click the permissions on the lead's row to turn them on or off; the cross on the row (Remove as lead) makes them a member again. You can also open the three dots next to the person in Manage team and choose Make lead.
Handing the project over
In Project settings › Project status, press Transfer on the Transfer ownership row, pick a member under New founder and confirm. That member becomes the founder. You stay on the team as a lead; from then on the new founder chooses your permissions.
Something went wrong?
I made someone a lead, but they can't change anything.
A lead can only do what their ticked permissions allow. Check the permissions on their row in Project settings › Permissions.
I handed the project over and now I can't change any settings.
You stay on as a lead, but the new founder chooses your permissions. Ask them to turn on the ones you need.
Everything in Project settings is greyed out.
Most settings are changed by the founder and by leads with the right permission; members can only look.
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