Roles & Permissions Matrix

Projexia has five roles, each with a different level of access. This page provides a full breakdown of what each role can and cannot do across every area of the platform.

Role Overview

Role	Description
Owner	Full control over everything. Only one per organization. Manages billing, settings, and all data.
Admin	Near-full access. Can manage settings, members, projects, and clients. Cannot manage billing or delete the organization.
Manager	Can manage projects, tasks, clients, and reports. Can approve time logs. Cannot change organization settings.
Member	Can view and work on assigned tasks. Can log time. Cannot create projects or manage clients.
Viewer	Read-only access. Can view assigned projects and tasks but cannot make changes.

Organization Management

Action	Owner	Admin	Manager	Member	Viewer
Edit organization name & details	Yes	Yes	No	No	No
Edit organization preferences (timezone, currency, date format)	Yes	Yes	No	No	No
Manage billing & subscription plan	Yes	No	No	No	No
Delete the organization	Yes	No	No	No	No
View audit logs	Yes	Yes	No	No	No
Configure client portal settings	Yes	Yes	No	No	No
Set dashboard accent color	Yes	Yes	No	No	No

Team Members

Action	Owner	Admin	Manager	Member	Viewer
View team member list	Yes	Yes	Yes	Yes	Yes
Invite new members	Yes	Yes	Yes	No	No
Change member roles	Yes	Yes	No	No	No
Remove members from organization	Yes	Yes	No	No	No
Deactivate member accounts	Yes	Yes	No	No	No

Managers can invite new members, but only Owners and Admins can change roles or remove members. This prevents managers from granting themselves higher access.

Projects

Action	Owner	Admin	Manager	Member	Viewer
Create new projects	Yes	Yes	Yes	No	No
Edit project details	Yes	Yes	Yes	No	No
Delete projects	Yes	Yes	No	No	No
Archive projects	Yes	Yes	Yes	No	No
Add/remove team members from projects	Yes	Yes	Yes	No	No
Post project updates	Yes	Yes	Yes	No	No
Set project health status	Yes	Yes	Yes	No	No
View assigned projects	Yes	Yes	Yes	Yes	Yes

Tasks

Action	Owner	Admin	Manager	Member	Viewer
Create tasks	Yes	Yes	Yes	No	No
Assign tasks to members	Yes	Yes	Yes	No	No
Edit task details	Yes	Yes	Yes	No	No
Delete tasks	Yes	Yes	Yes	No	No
Change task status (drag on Kanban)	Yes	Yes	Yes	No	No
View assigned tasks	Yes	Yes	Yes	Yes	Yes

Clients

Action	Owner	Admin	Manager	Member	Viewer
Create clients	Yes	Yes	Yes	No	No
Edit client details	Yes	Yes	Yes	No	No
Delete clients	Yes	Yes	No	No	No
Add/edit client contacts	Yes	Yes	Yes	No	No
Send portal invites	Yes	Yes	Yes	No	No
Configure per-client branding	Yes	Yes	Yes	No	No

Invoices

Action	Owner	Admin	Manager	Member	Viewer
Create invoices	Yes	Yes	Yes	No	No
Edit invoices	Yes	Yes	Yes	No	No
Send invoices to clients	Yes	Yes	Yes	No	No
Delete invoices	Yes	Yes	No	No	No
View invoices	Yes	Yes	Yes	Yes	No

Reports

Action	Owner	Admin	Manager	Member	Viewer
Create client reports	Yes	Yes	Yes	No	No
Edit reports	Yes	Yes	Yes	No	No
Publish/unpublish reports	Yes	Yes	Yes	No	No
Delete reports	Yes	Yes	No	No	No
View reports	Yes	Yes	Yes	Yes	Yes

Time Tracking

Action	Owner	Admin	Manager	Member	Viewer
Log own time	Yes	Yes	Yes	Yes	No
View own time logs	Yes	Yes	Yes	Yes	Yes
Approve/reject team time logs	Yes	Yes	Yes	No	No
View team time logs	Yes	Yes	Yes	No	No

Support Tickets

Action	Owner	Admin	Manager	Member	Viewer
View all tickets	Yes	Yes	Yes	No	No
Reply to tickets	Yes	Yes	Yes	No	No
Add internal notes	Yes	Yes	Yes	No	No
Change ticket status	Yes	Yes	Yes	No	No

Files

Action	Owner	Admin	Manager	Member	Viewer
Upload files	Yes	Yes	Yes	No	No
Download files	Yes	Yes	Yes	Yes	Yes
Delete files	Yes	Yes	Yes	No	No

When deciding what role to assign someone, use this matrix. Find the actions they need to perform and pick the role that covers those actions with the least extra access.