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Permissions

Members get default permissions. If you are the Owner or have permission to manage member permissions, you can open a member’s permissions page to grant or restrict specific actions.

  1. Open Team in the app sidebar
  2. Click the Edit permissions icon in a member’s row

The permissions page lists capabilities - viewing tasks, editing entities, managing billing, org settings, and more. Each permission shows whether the member has or hasn’t been granted it.

  1. Open the member’s Permissions page
  2. Toggle the permission you want to change
  3. OhYeh saves the change immediately
  1. On the permissions page, click Reset to defaults
  2. Confirm

Use Reset to defaults to apply the standard preset for freshly invited members. Useful when someone should have limited access without custom one-off toggles.