{"id":3882,"date":"2023-08-28T13:27:12","date_gmt":"2023-08-28T13:27:12","guid":{"rendered":"https:\/\/plaky.com\/learn\/?p=3882"},"modified":"2025-12-30T00:00:00","modified_gmt":"2025-12-30T00:00:00","slug":"permissions-restrictions-in-plaky","status":"publish","type":"post","link":"https:\/\/plaky.com\/learn\/pt\/plaky\/permissions-restrictions-in-plaky\/","title":{"rendered":"Plaky Permissions: Manage Who Can See and Change Boards"},"content":{"rendered":"\n<p class=\"translation-block\">Organizing processes with project management tools means placing trust in apps to keep your data safe and in colleagues to not mess up your workspace. Plaky manages to secure both with options to restrict access and control permissions.<\/p>\n\n\n\n<p class=\"translation-block\">If you\u2019re sick and tired of team members accidentally deleting relevant information and clients reading confidential conversations, keep reading to find out how to set up your Plaky workspace.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1280\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Permissions-and-restrictions-in-Plaky-scaled.jpg\" alt=\"Permissions and restrictions in Plaky - cover\" class=\"wp-image-9580\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Permissions-and-restrictions-in-Plaky-scaled.jpg 2560w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Permissions-and-restrictions-in-Plaky-300x150.jpg 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Permissions-and-restrictions-in-Plaky-1024x512.jpg 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Permissions-and-restrictions-in-Plaky-768x384.jpg 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Permissions-and-restrictions-in-Plaky-1536x768.jpg 1536w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Permissions-and-restrictions-in-Plaky-2048x1024.jpg 2048w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Permissions-and-restrictions-in-Plaky-18x9.jpg 18w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"plaky-board-types-and-permissions\" class=\"wp-block-heading translation-block\">Plaky board types and permissions<\/h2>\n\n\n\n<p class=\"translation-block\">Plaky offers 2 types of boards:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Public<\/strong> \u2014 All team members within the account can access, and<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Private<\/strong> \u2014 Only invited team members can access.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"497\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Define_who_can_access_each_Plaky_board.png\" alt=\"Public and private boards in Plaky\" class=\"wp-image-10985\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Define_who_can_access_each_Plaky_board.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Define_who_can_access_each_Plaky_board-300x124.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Define_who_can_access_each_Plaky_board-768x318.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Define_who_can_access_each_Plaky_board-18x7.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Define who can access each Plaky board<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Additionally, board owners can use <a href=\"https:\/\/plaky.com\/features\/board-permissions\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky\u2019s board permissions<\/a> to manage access and editing rights within a specific board, whether it\u2019s public or private.<\/p>\n\n\n\n<p class=\"has-background translation-block\" style=\"background-color:#e5f6fe\">\ud83d\udca1 Only board owners can manage board permissions.<\/p>\n\n\n\n<p class=\"translation-block\">The 3 board permissions in Plaky allow individual team members or entire teams to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Edit everything<\/strong> \u2014 Admins and members can modify all aspects of the board, from structure to content. This gives them full control over boards and their outline.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Edit content<\/strong> \u2014 Users can\u2019t add or remove custom fields, but they can update field values, ensuring the board structure remains intact.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Write updates only<\/strong> \u2014 Team members can add comments and files to tasks. It enables collaboration across teams, while ensuring that the board content remains intact.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">Here\u2019s a quick overview of what each board permission entails:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th><\/th><th><strong>Edit everything<\/strong><\/th><th><strong>Edit content<\/strong><\/th><th><strong>Write updates<\/strong><\/th><\/tr><\/thead><tbody><tr><td>Create, edit, delete custom fields<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><\/tr><tr><td>Create, edit, delete item groups, items &amp; subitems<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><\/tr><tr><td>Modify field values<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><\/tr><tr><td>Create, edit, delete private views<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><\/tr><tr><td>Create, edit, delete comments &amp; files<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><\/tr><tr><td>Filter &amp; sort<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Organize your workspace with Plaky<\/a><\/p>\n\n\n\n<h2 id=\"plaky-space-types-and-permissions\" class=\"wp-block-heading translation-block\">Plaky space types and permissions<\/h2>\n\n\n\n<p class=\"translation-block\">Spaces are the highest level in <a href=\"https:\/\/plaky.com\/learn\/plaky\/organization-and-hierarchy\/\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky\u2019s organizational hierarchy<\/a>, followed by boards. You can create an unlimited number of spaces and unlimited boards within each space.<\/p>\n\n\n\n<p class=\"translation-block\">You can manage access and permissions through 2 types of spaces in Plaky:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Open<\/strong> \u2014 A public space that any team member can join. All users who are included in your Plaky account can access these spaces and the public boards within them. If there are private boards within an open space, only those who are invited can see those boards.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Closed<\/strong> \u2014 A controlled environment where you can determine who can enter the space and engage with its contents. Only users who have been invited to a closed space can access it.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-background translation-block\" style=\"background-color:#e5f6fe\">\ud83d\udca1 Only space owners can change the space type.<\/p>\n\n\n\n<p class=\"translation-block\">Companies can create separate spaces for different teams or clients and invite only authorized people to each. Some spaces contain information that isn&#8217;t classified and can be publicly available, for example the roadmap of the development of certain products.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"600\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Change_the_accessibility_of_a_Plaky_space_easily.png\" alt=\"Changing space type in Plaky\" class=\"wp-image-10986\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Change_the_accessibility_of_a_Plaky_space_easily.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Change_the_accessibility_of_a_Plaky_space_easily-300x150.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Change_the_accessibility_of_a_Plaky_space_easily-768x384.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Change_the_accessibility_of_a_Plaky_space_easily-18x9.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Change the accessibility of a Plaky space easily<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Other sensitive information, like the details of client contracts, shouldn\u2019t be available to other clients or teams that don\u2019t work on the project. Internal processes like HR activities should also be kept under a lid within closed spaces in Plaky.<\/p>\n\n\n\n<p class=\"has-background translation-block\" style=\"background-color:#e5f6fe\">\ud83d\udca1 Closed spaces are only available on <a href=\"https:\/\/plaky.com\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky\u2019s paid plans<\/a>.<\/p>\n\n\n\n<h2 id=\"user-roles\" class=\"wp-block-heading translation-block\">User roles<\/h2>\n\n\n\n<p class=\"translation-block\">Regulating who has access to which space and board is not enough. Plaky gives you even more power to define the actions each <a href=\"https:\/\/plaky.com\/features\/user-roles\" target=\"_blank\" rel=\"noreferrer noopener\">user role<\/a> can take within your account.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"574\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Overview_and_review_user_roles_in_your_Plaky_account.png\" alt=\"User roles in Plaky\" class=\"wp-image-10987\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Overview_and_review_user_roles_in_your_Plaky_account.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Overview_and_review_user_roles_in_your_Plaky_account-300x144.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Overview_and_review_user_roles_in_your_Plaky_account-768x367.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2023\/08\/Overview_and_review_user_roles_in_your_Plaky_account-18x9.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Overview and review user roles in your Plaky account<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">There are 3 types of user roles you can select in Plaky:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Admin,<\/li>\n\n\n\n<li class=\"translation-block\">Member, and<\/li>\n\n\n\n<li class=\"translation-block\">Viewer (available only on Plaky\u2019s paid plans).<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">Let\u2019s take a look at the main permissions each role has in Plaky:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th><\/th><th><strong>Admin<\/strong><\/th><th><strong>Member<\/strong><\/th><th><strong>Viewer<\/strong><\/th><\/tr><\/thead><tbody><tr><td>Create, edit, delete spaces<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><\/tr><tr><td>Create, edit, delete boards &amp; items<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><\/tr><tr><td>Control access permissions<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><\/tr><tr><td>Invite users<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><\/tr><tr><td>Add comments and files to items<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><\/tr><tr><td>View board contents<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"translation-block\">As you can see, admins have all permissions available on their account. Those who create the Plaky account gain this role automatically, but they can also give others the role of an admin.<\/p>\n\n\n\n<p class=\"has-background translation-block\" style=\"background-color:#e5f6fe\">\ud83d\udca1 Only admins can promote other members into admins.<\/p>\n\n\n\n<p class=\"translation-block\">Members have limited permissions when compared to admins. This is the most common role you\u2019ll need for your team as it allows them to cooperate freely and exchange updates without accidentally changing account settings.<\/p>\n\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Control permissions and user access with Plaky<\/a><\/p>\n\n\n\n<p class=\"translation-block\">Viewers are team members that can read all the content available in open spaces and the workspace they\u2019re invited to, but cannot modify or change any configuration and don\u2019t have any editing permissions. This is the ideal role for external collaborators that need to stay in the loop with the team\u2019s progress without interfering.<\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block\">\ud83d\udca1 <strong>Plaky Pro Tip<\/strong><\/p>\n\n\n\n<p class=\"translation-block\">Check out what the Plaky team has been up to and which features are yet to come:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/help\/whats-new\/\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky Changelog<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/roadmap\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky&#8217;s Roadmap<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h2 id=\"faq-about-permissions-and-restrictions-in-plaky\" class=\"wp-block-heading translation-block\">FAQ about permissions and restrictions in Plaky<\/h2>\n\n\n\n<p class=\"translation-block\">Got more questions about user roles and permissions in Plaky? Let\u2019s clear them up with straightforward answers!<\/p>\n\n\n\n<h3 id=\"can-i-invite-clients-or-guests-and-let-them-view-only\" class=\"wp-block-heading translation-block\">Can I invite clients or guests and let them view only?<\/h3>\n\n\n\n<p class=\"translation-block\">Yes, you can invite external collaborators as Viewers to your Plaky account. They won\u2019t be able to leave comments on items or attach files, but they will be able to view every open space and public board, as well as all closed spaces and private boards you invite them to.<\/p>\n\n\n\n<p class=\"translation-block\">For each paid seat on your Plaky account, you can invite up to 5 viewers for free.<\/p>\n\n\n\n<h3 id=\"how-do-i-stop-my-team-members-from-changing-the-board-structure\" class=\"wp-block-heading translation-block\">How do I stop my team members from changing the board structure?<\/h3>\n\n\n\n<p class=\"translation-block\">You can define the permissions each team or team member have on different boards in Plaky. The \u201cEdit content\u201d option lets users add items, edit subitems, and change the value of custom fields, but prevents them from adding or deleting custom fields, leaving the board structure intact.<\/p>\n\n\n\n<h3 id=\"can-i-make-a-specific-project-board-completely-private-so-that-only-my-department-can-see-it\" class=\"wp-block-heading translation-block\">Can I make a specific project board completely private so that only my department can see it?<\/h3>\n\n\n\n<p class=\"translation-block\">Yes, you can create private boards and invite only certain individuals or entire teams. Users who aren\u2019t invited to a Plaky space or board are unable to access them.<\/p>\n\n\n\n<h3 id=\"is-it-possible-to-have-different-permission-levels-for-different-boards\" class=\"wp-block-heading translation-block\">Is it possible to have different permission levels for different boards?<\/h3>\n\n\n\n<p class=\"translation-block\">Yes, you can choose between 3 permission levels for each Plaky board and each user. For example, one team member can have the \u201cEdit everything\u201d permission on one board and \u201cEdit content\u201d on another.<\/p>\n\n\n\n<h2 id=\"keep-tight-control-over-data-in-plaky\" class=\"wp-block-heading translation-block\">Keep tight control over data in Plaky<\/h2>\n\n\n\n<p class=\"translation-block\">Plaky lets you restrict and control who can access and modify data in your workspace from 3 angles: board permissions, space types, and user roles. This gives you more than enough options to define exactly who can do what and where.<\/p>\n\n\n\n<p class=\"translation-block\">Your data is safe in Plaky, your project boards intact, and the risk of deleting important information is minimized.<\/p>\n\n\n\n<p class=\"translation-block\">For all the visual types out there, here\u2019s a video that explains Plaky user roles and permissions in detail:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Plaky Tutorial: Roles and Permissions\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/Q0KVrVvYqPw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"translation-block\">\n<div class=\"banner banner-dark plaky-gradient-landing-1\">\n    <div class=\"banner-text lg:pr-[6rem]\">\n        <h2 class=\"translation-block text-2xl !mb-4\">Secure your data with Plaky<\/h2>\n        <p class=\"translation-block !text-sm\">Control access to confidential information \u2014 decide who can see and modify data on your boards, and quit worrying about security leaks. Try Plaky today!<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white\" href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\">Sign up<\/a>\n\n                            <a class=\"button-2\" href=\"https:\/\/plaky.com\/apps\" target=\"_blank\">Download<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-bottom \">\n        <picture>\n            <source srcset=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/landing-1@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/landing-1.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n\n\n\n<p class=\"translation-block\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Find out how to define permissions and restrictions in Plaky in seconds. Plaky lets you control which team members and clients can see or edit project boards.<\/p>","protected":false},"author":11,"featured_media":9580,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[12,11],"tags":[],"class_list":["post-3882","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-basics","category-plaky"],"acf":[],"_links":{"self":[{"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/posts\/3882","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/comments?post=3882"}],"version-history":[{"count":34,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/posts\/3882\/revisions"}],"predecessor-version":[{"id":11751,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/posts\/3882\/revisions\/11751"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/media\/9580"}],"wp:attachment":[{"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/media?parent=3882"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/categories?post=3882"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/tags?post=3882"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}