User roles and permissions explained

Tideflow uses roles to control what users can see and do in your workspace. This article breaks down each role and how to use them to manage access effectively.

Available roles in Tideflow

Admin

• Full access to all workspace settings, billing, integrations, and user management.
• Can create and delete projects, tasks, templates, and workflows.

Member

• Can create and edit projects and tasks.
• Cannot access billing or workspace settings.

Viewer

• Read-only access to shared projects and tasks.
• Cannot create or edit content, but can comment if enabled.

How to assign roles

1. Go to Team Settings > Members.
2. Find the user and click their current role.
3. Select a new role from the dropdown and save.

When to use each role

Use Case	Recommended Role
Project Manager	Admin
Team Contributor	Member
External Client	Viewer

Tips for managing permissions

• Use Admin roles sparingly to reduce risk.
• Review user roles quarterly to keep access clean and current.