Roles & Permissions
Control who can do what in your workspace with a role-based permission system.
Default Roles
| Role | Description |
|---|---|
| Owner | Full access to everything, including billing and workspace deletion |
| Admin | Full access except billing and ownership transfer |
| Manager | Can manage projects, tasks, leads, and team within their scope |
| Member | Standard access — can create and manage assigned work |
Permission Matrix
Permissions are organized by module:
| Module | Actions |
|---|---|
| Projects | Create, Read, Update, Delete, Manage Members |
| Tasks | Create, Read, Update, Delete, Assign |
| Leads | Create, Read, Update, Delete, Convert |
| Invoices | Create, Read, Update, Delete, Send |
| Time Tracking | Create, Read, Update, Delete (own / all) |
| Files | Upload, Read, Share, Delete |
| Settings | View, Update |
| Team | Invite, Manage Roles, Remove |
Custom Roles
Create custom roles tailored to your organization:
- Navigate to Settings → Roles & Permissions
- Click “Create Role”
- Name the role (e.g., “Sales Rep”, “Project Lead”)
- Toggle permissions on/off for each module and action
- Save
Tickmark uses the CASL permission framework. Permissions are checked in real-time — UI elements hide automatically if the user lacks permission.
Assigning Roles
- Assign roles when inviting new members
- Change roles from the Team Members page
- Each user has exactly one role
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