The different project roles
Erica Rosas avatar
Written by Erica Rosas
Updated over a week ago

When working on your projects, you may need to add or remove contacts to ensure everyone has the correct access to the project they need. In Indy, you can set permission levels for the contacts you add to projects.


Admins have full access to project settings and can add/remove people. Admins will not have access to documents shared between you and your clients unless they've been given access.


Collaborators can view documents they were given access to, participate in the project chat, and see all project files. Collaborators can manage their own tasks and time tracks within the project.


Clients will be invited into a workspace where they can participate in the project chat, see all project files, and view shared documents when the Project Portal πŸ’Ž is enabled.

Note: the admin and collaborations permission levels are best suited when working with other Indy community members.

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