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Managing Permissions

Control what team members can access and modify by assigning appropriate roles.

Prerequisites

  • Administrator or Owner account role to manage account roles
  • Project Manager role to manage project roles within that project

1. Change Account Roles

Account roles control access to account-wide settings and determine baseline permissions across all projects.

  1. Navigate to Account Settings > Team
  2. Find the user in the Active Users list
  3. Click the role dropdown next to their name
  4. Select the new role

Available account roles:

Role Access
Owner Full control including billing and ownership transfer
Administrator Manage users, projects, and account settings
Editor Modify account settings without user management
Billing View and manage subscription only
Member Access assigned projects only

2. Change Project Roles

Project roles control what a user can do within a specific project. The same user can have different roles in different projects.

  1. Open the project and navigate to Manage Project
  2. Select the Team tab
  3. Find the user and click their role dropdown
  4. Select the new project role

Available project roles:

Role Access
Project Manager Full control over the project
Contributor Create and manage monitors, incidents, schedules
Analyst View all data, work with reports
Viewer Read-only access

3. Understand Role Precedence

Account roles and project roles work together. Account-level privileges can override project roles:

  • Owners and Administrators have implicit access to all projects regardless of project role assignment
  • Members can only access projects where they’ve been explicitly added
  • Within a project, the project role determines specific capabilities

When a user’s account role grants higher access than their project role, the account role takes precedence. This is indicated in the interface when viewing project team members.

4. Remove Users

To remove a user from your account:

  1. Navigate to Account Settings > Team
  2. Find the user in the list
  3. Click the remove button (X icon)
  4. Confirm the removal

Removing a user from the account also removes them from all projects.

Result

Team members have appropriate permissions for their responsibilities. Account roles control organization-wide access while project roles fine-tune permissions per project.