Roles and Permissions

SetGet uses a layered role system to control what each person can see and do. Permissions are enforced at two levels: workspace roles govern access to workspace-wide settings and capabilities, while project roles control what a member can do within a specific project. This page documents every role and provides a comprehensive permissions matrix.

Workspace roles

Every workspace member is assigned exactly one workspace role. The role determines their baseline permissions across the entire workspace.

Admin

Admins have unrestricted access to the workspace. They can manage settings, billing, members, integrations, and all projects. Every workspace must have at least one Admin.

Typical Admin responsibilities:

• Configuring workspace settings and branding
• Managing billing and subscription
• Inviting and removing members
• Setting up integrations and webhooks
• Creating and archiving projects

Member

Members are the standard role for day-to-day contributors. They can create projects, manage work items, participate in cycles and modules, and collaborate on pages. They cannot access workspace-level settings, billing, or member management.

Guest

Guests have restricted, read-only access. They can only view projects they are explicitly added to and cannot create new projects or modify workspace settings. The Guest role is designed for external stakeholders, clients, or contractors who need visibility without edit capability.

TIP

Start by inviting everyone as Members. Promote to Admin only the people who need to manage workspace settings and billing. Use Guest for external collaborators.

Project roles

Within each project, members can have an additional project-level role that overrides or supplements their workspace role for that project:

Project Role	Description
Admin	Full control over the project, including settings, member management, and deletion
Member	Can create and edit work items, cycles, modules, pages, and views within the project
Viewer	Read-only access to the project contents

A workspace Member who is a project Admin can manage that specific project's settings even though they cannot access workspace-level settings.

A workspace Guest can be added to specific projects as a Viewer to see project contents.

Permissions matrix — Workspace level

The following table covers workspace-wide actions and which roles can perform them:

Action	Admin	Member	Guest
View workspace homepage	Yes	Yes	Yes
Edit workspace name and logo	Yes	No	No
Edit workspace settings	Yes	No	No
Delete workspace	Yes	No	No
Invite members	Yes	No	No
Remove members	Yes	No	No
Change member roles	Yes	No	No
View member list	Yes	Yes	Limited
Manage billing and subscription	Yes	No	No
Create projects	Yes	Yes	No
View all projects	Yes	Yes	No
Manage integrations	Yes	No	No
Configure webhooks	Yes	No	No
Manage API tokens	Yes	Own only	No
Access workspace analytics	Yes	Yes	No
Access archives	Yes	Yes	No
Create teamspaces	Yes	Yes	No
Manage teamspaces	Yes	Own only	No
Create dashboards	Yes	Yes	No
Import data	Yes	No	No
Export data	Yes	Yes	No

Permissions matrix — Project level

The following table covers project-scoped actions. Permissions depend on the member's project role:

Action	Project Admin	Project Member	Project Viewer
View project	Yes	Yes	Yes
Edit project settings	Yes	No	No
Delete project	Yes	No	No
Add project members	Yes	No	No
Remove project members	Yes	No	No
Create work items	Yes	Yes	No
Edit work items	Yes	Yes	No
Delete work items	Yes	Yes (own)	No
Change work item status	Yes	Yes	No
Assign work items	Yes	Yes	No
Add comments	Yes	Yes	No
Delete comments	Yes	Own only	No
Create cycles	Yes	Yes	No
Edit cycles	Yes	Yes	No
Delete cycles	Yes	No	No
Create modules	Yes	Yes	No
Edit modules	Yes	Yes	No
Delete modules	Yes	No	No
Create pages	Yes	Yes	No
Edit pages	Yes	Yes	No
Delete pages	Yes	Own only	No
Create views	Yes	Yes	Yes
Edit views	Yes	Yes	Own only
Delete views	Yes	Own only	Own only
Manage labels	Yes	Yes	No
Manage estimates	Yes	No	No
Manage automations	Yes	No	No
View activity log	Yes	Yes	Yes

Permissions matrix — Cycles and modules

Action	Project Admin	Project Member	Project Viewer
Create cycle	Yes	Yes	No
Edit cycle dates and name	Yes	Yes	No
Add work items to cycle	Yes	Yes	No
Remove work items from cycle	Yes	Yes	No
Delete cycle	Yes	No	No
Transfer incomplete items	Yes	Yes	No
Create module	Yes	Yes	No
Edit module	Yes	Yes	No
Link work items to module	Yes	Yes	No
Delete module	Yes	No	No

Permissions matrix — Pages

Action	Project Admin	Project Member	Project Viewer
Create page	Yes	Yes	No
Edit any page	Yes	Yes	No
Delete own page	Yes	Yes	No
Delete others' pages	Yes	No	No
Lock page (prevent edits)	Yes	No	No
Archive page	Yes	Yes (own)	No

How roles interact

When a member has both a workspace role and a project role, the effective permission is the higher of the two. For example:

• A workspace Admin always has full access to every project, regardless of their project role.
• A workspace Member with a project Admin role can manage that project's settings but still cannot access workspace billing.
• A workspace Guest with a project Viewer role can view that project but nothing else.

WARNING

Workspace Admins automatically have Admin-level access to all projects. You cannot restrict a workspace Admin within a specific project.

Changing roles

• Workspace roles are changed in Settings > Members. See Workspace Members.
• Project roles are changed within the project's Settings > Members page.

Related pages

• Workspace Members — Invite and manage workspace members
• Teamspaces — Organize members across projects
• Workspace Overview — Workspace creation and settings
• Projects — Project setup and configuration