Introduction to TeamRetro Roles and Permissions
TeamRetro manages user permissions and roles at three levels:
- Within each organization
- Within each team
- Within each retrospective meeting
This document summarizes what these roles represent and the permissions each have.
Organization Member Roles
Three roles exist within your organizational account - Owner, Admin, and Member. The Owner role is automatically assigned to the user who initially created the organization, and cannot be reassigned via the application (if you wish to transfer ownership of an organization please contact us at info@teamretro.com). By default, all additional users added to an organization have only the member role.
| Owner | Administrator | User (default) | |
| Manage TeamRetro subscription and billing | YES | ||
| Manage organization settings (name, subdomain, single-sign-on etc) |
YES | ||
| Manage organization members (view, add, manage roles, remove) |
YES | YES | |
| Manage all teams (view, create, edit, remove) |
YES | YES | |
| View organization-wide reports | YES | YES | |
| Be a team member | YES | YES | YES |
Team Member Roles
Team Members may be assigned the additional Admin role, granting them privileges to manage membership of the team and create new retrospectives. Each team must have at least one admin.
| |
Administrator | Member (default) |
| Invite team members (New users will be added as Organization Members) |
YES | |
| View team members | YES | YES |
| Promote members to admin role | YES | |
| Remove team members | YES | |
| Start a retrospective meeting | YES | |
| Delete finished retrospective meetings | YES | |
| Participate in any team retrospective | YES (as Facilitator) | YES (as Participant) |
| Create, edit, delete team actions | YES | YES |
| Manage team options (name, logo, integrations, etc) |
YES | |
| Delete the team | YES |
| |
|
Retrospective / Health Check Participant Roles
Retrospective / Health Check Participants may be granted the Facilitator role, giving them tools to drive the retrospective activities. Each activity must have at least one Facilitator. By default, only the Team Admin who started the activity has the Facilitator role.
| Facilitator | Participant (default) | Guest (enterprise-only) | |
| Will be automatically added as team member | YES | YES | |
| Invite participants | YES | ||
| Manage participant roles | YES | ||
| Modify retrospective / health check settings (topics, brainstorm style, group permissions, action permissions, etc) |
YES | ||
| Move the retrospective / health check between steps (Brainstorm, Group, Vote, Discuss, etc...) |
YES | ||
| Set an activity timer | YES | ||
| Add ideas | YES | YES | YES |
| Edit own ideas | YES | YES | YES |
| Edit others' ideas | YES | ||
| Add comments | YES | YES | YES |
| Group / ungroup ideas | YES | (depends on retro settings) | (depends on retro settings) |
| Add / edit / remove actions | YES | (depends on retro settings) | (depends on retro settings) |
| End a retrospective | YES |