Access, not anarchy
Roles, access and the Client Portal
Internal access narrows by role from Super Admin down to a read-only seat. External clients join only the projects they are added to, through a scoped Client Portal, and see nothing else in the org.
Access, not anarchy
Seven roles and a Client Portal
External clients join the projects they are on and see nothing else. Internally, access narrows by role from Super Admin down to a read-only seat.
Super Admin
ScopeFull org, billing, residency
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PERMISSION MATRIX:
Board
Sprint & tasks
Time
Timesheets & logs
Capacity
Roster & workload
Billing
Rates & invoices
Audit
Security logs
Clients see only the projects they are on — nothing else in the org.
Strict RBAC
Give clients a view, not the keys
See how the Client Portal and the seven-role hierarchy keep internal work private while clients collaborate on their own projects.