Feature · Collaboration

Share the project, set the permissions

A project that lives on one person's laptop is not a project — it is a file. Projektiassistent lets you invite the team by email and give each person exactly the rights their work needs. On the Business plan, workspaces keep an organisation's or department's projects together and role profiles restrict access module by module.

01 / Sharing

Three permission levels and an owner

"Can see" and "can see everything" is too coarse a split. Each person gets exactly the level their work requires — and it can be changed later.

👀

Viewer

Views the project and adds comments. Fits a board, a client or a colleague who needs to stay informed without changing anything.

✏️

Editor

Views and edits tasks and files. The level for a day-to-day team member.

🛡️

Admin

Manages shares and all project settings. Fits the project manager running the team.

👑

Owner

The person who created the project, shares it and sets others' permission levels.

02 / Organisation (Business)

Workspaces and role profiles

On the Business plan a workspace is an environment for an organisation or department, with its own projects and members. The project header shows which workspace a project belongs to.

  • Switching the active workspace

    If you belong to several workspaces, set one as active — same account, different contexts.

  • Role profiles

    Set the level for each module (none / view / manage) — risks, audit, AI, webhooks, export, workflow. System profiles give you a ready starting point.

  • Invitations and removing access

    Invitations go out by email and the recipient accepts or declines. In the sharing window you see pending invitations, can change a permission level or remove access.

Project team5 members
✓ Mari — owner
✓ Jaan — admin
✓ Kertu — editor
✓ Board — viewer
⏳ New member → invitation pending
03 / Communication

Discussion stays in context

Task comments are visible to everyone the project is shared with, and the dashboard's "Recent activity" shows new projects, completed tasks, comments and shares. On the Business plan major project events can also be sent to Slack or Teams.

ViewerEditorAdminOwnerInvitationsCommentsWorkspaces (Business)Role profiles (Business)
04 / FAQ

Frequently asked questions

Does the invitee need to create an account?

Yes. The invitation goes out by email; if the recipient has no account they register, otherwise they sign in — using the same email address the invitation was sent to. Invitations can also be accepted in the app under "Shared with me".

Can permissions be changed later?

Yes, at any time. In the sharing window you change a person's permission level or press "Remove" when they leave the project.

How do workspaces differ from sharing?

Sharing works project by project and is available on every plan. A workspace is an organisation's or department's environment with its own members and projects; workspaces and role profiles are part of the Business plan.

Can I restrict which modules someone sees?

The permission level decides whether a person can only view and comment, edit tasks and files, or manage shares and settings. On the Business plan a role profile can hide individual modules (e.g. risks, export) or allow view-only access.

User guide

How do I do this in the app?

Step-by-step instructions with the button and field names are in the user guide.

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