Administration

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Plaky Help Center Administration User Role and Ownership

User Role and Ownership

Plaky offers a range of different user and ownership roles that help you and your coworkers have a better control of your Workspace, overview of each-others tasks and work status enabling you to fully enjoy all the features and functionalities available in Plaky.

User Role/Type #

There are three user roles/types in Plaky:

  • Admin
  • Member
  • Viewer (available on paid plans only)

Admin #

Admin is a user who created the Organization, or a user who was promoted to Admin role by another Admin. Admins have all permissions available on one account. They can modify and configure the Workspace, one or more, modify, configure and change Boards and Tasks, control access permissions for other Users and assign ownership of any entity to a Member or another Admin of their choice.

Member #

Members are users that have permissions to do the following:

  • Board (create/edit; invite to private Boards if they are members of them)
  • Item (create/edit)
  • Folder (create/edit)
  • Users (invite Users to Board/Item)
  • Profile settings (edit their own account)
  • Comments and files (add)

Viewer #

Viewers are users that can read all the content available in the Workspace they’re invited to, but cannot modify or change any configuration and don’t have any editing permissions.

Workspace type can be Open or Closed. Permissions granted to different user roles/types may be restricted in Closed Workspaces.

Admins can change other Users’ (including other Admins’) User type/role.

Closed Workspace is available on Pro and Enterprise plans only.

Ownership #

Different User types/roles can have a function of:

  • Workspace Owner
  • Board Owner
  • Item Owner
  • Workspace/Board Member

Ownership in Plaky grants users distinct permissions, enabling them to perform a wide range of actions and tasks within the Workspace/Board/Item, regardless of their User type/role

Workspace Owner #

Workspace Owner is a User (Admin or Member) who created the Workspace, or was granted Ownership and permissions by another Owner of that Workspace. Granting Ownership is an action by which the Owner of Workspace, Board or Item assigns another user as Owner of that entity (they can also remove themself as Owner then if needed).

Board Owner #

Board Owners are either Users that created a Board, or to whom the ownership was granted by another Owner of that Board. Board Owner can be both Admin or Member, and they can add, edit, configure or delete and make all other modifications in the Board, Item Group, or any other entity available on that Plaky Board. Mentioned permissions are determined based on ownership, not on the User type/Role.

Item Owner #

Item Owners are Users that created Items, or were granted ownership by another Owner of the same item. Item subscriber is a User subscribed to the Item.

Workspace/Board Member #

Workspace/Board Members are all Users (Admins, Members, Viewers) with access to the Organization’s domain. They have access to the Main Workspace and can have access to one or multiple more Workspaces and Boards depending on their or the Organization’s needs.

Admins can appoint themselves Owners of any Plaky entity, unless their access level is restricted by their ownership status and the permissions set by the Board/Workspace Owner.

Check out this article for an overview of Plaky Permissions.