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.
Permission matrix
Full View None
| Role | Board | Time | Capacity | Billing | Audit |
|---|---|---|---|---|---|
| Super Admin | Full access | Full access | Full access | Full access | Full access |
| Admin | Full access | Full access | Full access | No access | Full access |
| Manager | Full access | Full access | Full access | No access | No access |
| Member | Full access | Full access | No access | No access | No access |
| Read-Only | View only | View only | View only | No access | No access |
| Guest | View only | No access | No access | No access | No access |
| Client | Full access | No access | No access | No access | No access |
Super AdminFull org, billing, residency
5 full · 0 view
Clients see only the projects they are on — nothing else in the org.
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.