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Members & Roles

Taskvault has a two-level permission model: workspace-level roles and project-level roles. Understanding them helps you set up the right access for your team.

At a glance

  • ✓Two workspace roles: Admin (full access) and Member (standard)
  • ✓Two project roles: Project Admin (manage settings + members) and Member (create and participate)
  • ✓A green presence dot shows who is currently online in member pickers and @mention dropdowns
  • ✓Removing a member from a project does not delete their todos

Workspace roles

Admin

Full access to everything: user management, billing, app settings, reports, abuse flags, and all projects. Admins can delete users and transfer their data to another member.

Member

Standard access. Can create and join projects, manage their own todos, and participate in all project features.

Project roles

Project Admin

Can edit project settings, archive or delete the project, manage members, and perform all todo operations including bulk actions.

Member

Can create and manage todos, comment, send messages, and view all project content. Cannot edit project settings or manage other members.

Inviting members to a project

  1. 1

    Open the Members tab

    Navigate to the project and click the Members tab in the project navigation.

  2. 2

    Click Invite Member

    A member picker dialog opens. Search for workspace members by name or email.

  3. 3

    Choose a role and add

    Select Project Admin or Member and click Add. The member is added immediately.

ℹ️ Note

If your project is on a type-limited tier, there may be a cap on how many members can be added. The interface warns you when you approach the limit.

Removing a member

Project admins can remove any member from the Members tab. Removing a member revokes their access to the project but does not delete any of their todos, comments, or messages — that content remains in the project.

Online presence

A green dot appears next to members who are currently active in the workspace. It is visible in the member picker, @mention autocomplete, and the project Members tab. The dot uses an accessible label for screen readers — it is not decorative only.