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‎docs/roles-and-permissions/permissions-matrix.md‎

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@@ -11,7 +11,7 @@ For conceptual background, see [Roles and permissions](/roles-and-permissions/ov
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Plane has two sets of roles: workspace roles that control what someone can do across the entire workspace, and project roles that control what they can do inside a specific project. A person's project role is independent of their workspace role — you can be a workspace Member but a project Admin.
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## Symbols used on this page`
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## Symbols used on this page
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- ✓ - the role has unconditional access to this permission.
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- **+Creator** - the role can perform the action only on resources they created.
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**Workspace Admin and Owner bypass projects.** Both have wildcard access to every project resource type, so they appear as ✓ on all project-level permissions even without explicit project membership.
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## Workspace permissions
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### Workspace settings
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | ✓ | ✓ |
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| Edit | ✓ | ✓ | — | — |
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| Delete workspace | ✓ | — | — | — |
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| Transfer ownership | ✓ | — | — | — |
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### Members
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | ✓ | ✓ |
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| Invite | ✓ | ✓ | — | — |
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| Change role | ✓ | ✓ | — | — |
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| Remove | ✓ | ✓ | — | — |
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| Import members (CSV / SSO) | ✓ | ✓ | — | — |
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| Assign Owner role | ✓ | — | — | — |
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| Assign Admin role | ✓ | ✓ | — | — |
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| Leave workspace | ✓ | ✓ | ✓ | ✓ |
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### Custom roles
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | — | — |
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| Create | ✓ | ✓ | — | — |
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| Edit | ✓ | ✓ | — | — |
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| Delete | ✓ | ✓ | — | — |
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---
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### Projects
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| Browse all projects | ✓ | ✓ | ✓ | — |
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| Create project | ✓ | ✓ | — | — |
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| Join a public project | ✓ | ✓ | ✓ | — |
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| Join a private project | ✓ | ✓ | — | — |
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| Edit project settings | ✓ | ✓ | — | — |
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| Archive project | ✓ | ✓ | — | — |
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| Delete project | ✓ | ✓ | — | — |
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| Publish project | ✓ | ✓ | — | — |
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> Workspace Owners and Admins have full access to all project content without needing explicit project membership.
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---
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### Initiatives
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| Action | Owner | Admin | Member | Guest | Notes |
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|---|:---:|:---:|:---:|:---:|---|
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| View | ✓ | ✓ | ✓ | — | |
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| Create | ✓ | ✓ | — | — | |
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| Edit | ✓ | ✓ | — | — | |
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| Delete | ✓ | ✓ | — | — | |
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| React | ✓ | ✓ | ✓ | — | |
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| Add / remove epics | ✓ | ✓ | — | — | |
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| Add / remove projects in scope | ✓ | ✓ | — | — | |
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| Add link | ✓ | ✓ | — | — | |
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| Edit link | ✓ | ✓ | — | — | |
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| Delete link | ✓ | ✓ | — | — | |
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| Add attachment | ✓ | ✓ | — | — | |
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| Delete own attachment | ✓ | ✓ | Own | — | |
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| Delete any attachment | ✓ | ✓ | — | — | Admin only |
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| Drag and drop (reorder) | ✓ | ✓ | — | — | |
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#### Initiative comments
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | ✓ | — |
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| Create comment | ✓ | ✓ | ✓ | — |
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| Edit own comment | ✓ | ✓ | Own | — |
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| Delete own comment | ✓ | ✓ | Own | — |
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| Delete any comment | ✓ | ✓ | — | — |
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| React to comment | ✓ | ✓ | ✓ | — |
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#### Initiative updates
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | ✓ | — |
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| React | ✓ | ✓ | ✓ | — |
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| Comment on update | ✓ | ✓ | ✓ | — |
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### Wiki pages
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | ✓ | — |
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| Create | ✓ | ✓ | ✓ | — |
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| Edit | ✓ | ✓ | ✓ | — |
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| Share | ✓ | ✓ | ✓ | — |
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| Delete | ✓ | ✓ | ✓ | — |
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| Comment | ✓ | ✓ | ✓ | — |
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> Individual pages can have their own access control set by the page owner.
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### Workspace views
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | ✓ | ✓ |
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| Create | ✓ | ✓ | ✓ | — |
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| Edit | ✓ | ✓ | Own | — |
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| Share | ✓ | ✓ | — | — |
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| Publish | ✓ | ✓ | — | — |
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| Delete | ✓ | ✓ | Own | — |
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| Export | ✓ | ✓ | ✓ | — |
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### Workspace drafts
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View (own) | ✓ | ✓ | ✓ | — |
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| Create | ✓ | ✓ | ✓ | — |
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| Edit (own) | ✓ | ✓ | ✓ | — |
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| Delete | ✓ | ✓ | Own | — |
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| Duplicate | ✓ | ✓ | ✓ | — |
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| Move to project | ✓ | ✓ | ✓ | — |
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---
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### Teamspaces
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#### Teamspace management
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| Browse | ✓ | ✓ | ✓ | — |
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| Create | ✓ | ✓ | — | — |
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| Edit | ✓ | ✓ | — | — |
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| Delete | ✓ | ✓ | — | — |
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| Manage members | ✓ | ✓ | — | — |
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> Workspace Members can browse teamspaces but need explicit teamspace membership for full access.
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#### Within a teamspace (teamspace roles)
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| Action | Member | Lead |
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|---|:---:|:---:|
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| View content | ✓ | ✓ |
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| Edit teamspace settings | — | ✓ |
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| Delete teamspace | — | ✓ |
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| Manage members | — | ✓ |
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| Create pages | ✓ | ✓ |
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| Edit pages | ✓ | ✓ |
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| Delete pages | Own | ✓ |
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| Archive pages | Own | ✓ |
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| Create views | ✓ | ✓ |
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| Edit views | Own | ✓ |
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| Delete views | Own | ✓ |
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| Create comments | ✓ | ✓ |
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| Edit comments | Own | Own |
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| Delete comments | Own | ✓ |
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| React | ✓ | ✓ |
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| Resolve page comments | ✓ | ✓ |
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---
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### Analytics
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | ✓ | — |
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| Export | ✓ | ✓ | ✓ | — |
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### Dashboards
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | ✓ | — |
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| Create | ✓ | ✓ | — | — |
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| Edit | ✓ | ✓ | — | — |
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| Delete | ✓ | ✓ | — | — |
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---
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### Worklogs
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | ✓ | — |
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| Export | ✓ | ✓ | ✓ | — |
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---
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### Workspace automations
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | — | — |
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| Create | ✓ | ✓ | — | — |
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| Edit | ✓ | ✓ | — | — |
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| Delete | ✓ | ✓ | — | — |
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---
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### Customers
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | — | — |
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| Create | ✓ | ✓ | — | — |
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| Edit | ✓ | ✓ | — | — |
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| Delete | ✓ | ✓ | — | — |
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| Add / remove attachments | ✓ | ✓ | — | — |
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---
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### Templates
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#### Work item templates
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | ✓ | — |
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| Create | ✓ | ✓ | — | — |
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| Edit | ✓ | ✓ | — | — |
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| Delete | ✓ | ✓ | — | — |
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#### Page templates
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | ✓ | — |
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| Create | ✓ | ✓ | — | — |
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| Edit | ✓ | ✓ | — | — |
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| Delete | ✓ | ✓ | — | — |
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#### Project templates
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | ✓ | — |
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| Use | ✓ | ✓ | ✓ | — |
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| Create | ✓ | ✓ | — | — |
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| Edit | ✓ | ✓ | — | — |
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| Delete | ✓ | ✓ | — | — |
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---
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### Integrations
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | ✓ | — |
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| Connect | ✓ | ✓ | ✓ | — |
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| Configure | ✓ | ✓ | ✓ | — |
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| Disconnect | ✓ | ✓ | ✓ | — |
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| Admin operations | ✓ | ✓ | — | — |
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> First-time install requires Workspace Admin role. Members can install after admin has installed.
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### Webhooks
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | — | — |
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| Create | ✓ | ✓ | — | — |
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| Edit | ✓ | ✓ | — | — |
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| Delete | ✓ | ✓ | — | — |
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### API tokens
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | ✓ | — |
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| Create | ✓ | ✓ | ✓ | — |
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| Delete | ✓ | ✓ | ✓ | — |
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---
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### Billing
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| Action | Owner | Admin | Member | Guest |
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|---|:---:|:---:|:---:|:---:|
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| View | ✓ | ✓ | — | — |
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| Manage | ✓ | ✓ | — | — |
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-----------------------------
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## Workspace permissions
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### Workspace management
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| ---------------------- | ------- | ----------- | --------- | -------- |
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| View Issues | ✓ | ✓ | ✓ | +Creator |
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| Create Issues | ✓ | ✓ | x | x |
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| Edit Issues | ✓ | ✓ | +Creator | +Creator |
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| Edit Issues | ✓ | ✓ | x | x |
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| Bulk Edit Issues | ✓ | ✓ | x | x |
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| Export Issues | ✓ | ✓ | x | x |
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| React to Issues | ✓ | ✓ | ✓ | x |

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