Permission Management

Permission Hierarchy

Subsection Level

• Controls groups of spaces
• High-level organization
• Inherited by spaces

Space Level

• Project/process containers
• Inherited by boards
• Team-level access

Board Level

• Individual workflow control
• Granular permissions
• Specific feature access

Access Levels

Basic Access

• View Only: Read access
• Edit: Modify data and content
• Admin: Full configuration control

Special Permissions

• Approval rights
• Automation management
• Campaign creation
• Report generation

Team Management

1. Create Teams

   • Define team structure
   • Add members
   • Set roles

2. Configure Access

   • Assign permissions
   • Set inheritance
   • Define scope

3. Maintain Security

   • Regular audits
   • Access reviews
   • Updates

Common Configurations

Project Teams

Space: Project
├── Admin: Project Managers
├── Edit: Team Members
└── View: Stakeholders

Department Access

Subsection: HR
├── Admin: HR Managers
├── Edit: HR Staff
└── View: Department Heads

Best Practices

• Principle of least privilege
• Clear access hierarchy
• Regular permission audits
• Documented procedures

Related Resources

Connected Processes Manage permissions across connected boards