Roles and permissions
Three things decide what you can do: your account role, whether you manage a project, and your role on each board.
Account roles
Your admin picks one of these when creating your account:
| Role | What Planka says it allows |
|---|---|
| Admin | "Can manage the system wide settings and act as project owner." |
| Project owner | "Can create own projects and be invited to work in others." |
| Board user | "Can be invited to work in boards." |
Only admins and project owners can create projects or manage them. Admins also manage user accounts, and they can see every shared project, even ones they aren't part of. They can't see someone else's private project unless they're added to one of its boards.
Project managers
Whoever creates a project becomes its manager. Managers can:
- add, rename, reorder and delete the project's boards,
- add people to boards and set their roles,
- change the board and project settings,
- delete any comment in the project.
A Private project has one manager. A Shared project can have several. To add one, unlock editing, click the pencil next to the project's name, open Managers and click the add-person button. Only people with the Admin or Project owner role can be managers.
The manager of a private project can turn it into a shared one with Make Project Shared on the Managers tab. Only an admin can make a shared project private again, and only when one manager is left.
Managers can see every board in their project. To change cards on a board, a manager also needs to be a member of it as an editor. Whoever creates a board becomes an editor on it automatically.
Board members
People work on a board as its members, with one of two roles:
- Editor: "Can edit the board layout and assign members to cards." Editors add and change lists, cards, labels, tasks and attachments.
- Viewer: "Can only view the board." Viewers can also comment if Can comment is turned on for them.
Board users only see the boards they're members of.
Add someone to a board
You need to manage the project.
- Open the board.
- Click the add-person button next to the members' pictures, above the board.
- Click the person.
- Choose Editor or Viewer.
- For a viewer, turn on Can comment if they should be able to comment.
- Click Add member.
To change someone's role later, click their picture above the board and choose Edit permissions. Choose Remove from board to take them off it. To leave a board yourself, click your own picture and choose Leave board.