Introduction to TeamRetro roles and permissions
TeamRetro manages user permissions and roles at three levels:
- Within each account
- Within each team
- Within each meeting (retrospective or health check)
This document summarizes what these roles represent and the permissions each have.
Account Roles
TeamRetro defines four roles at the account-level - Owner, Administrator, User+Insights (enterprise only) and User. The Owner role is automatically assigned to the user who initially created the account. By default, all additional users added to an account have only the User role.
| Owner | Administrator | User+Insights (enterprise-only) |
User (default) |
|
| Manage TeamRetro subscription and billing | YES | - | - | - |
| Manage account settings (name, subdomain, single-sign-on, security etc) | YES | - | - | - |
| Create and manage API keys | YES | - | - | - |
| Manage account users (view, add, manage roles, remove) | YES | YES | - | - |
| Manage all teams (view, create, edit, remove) | YES | YES | - | - |
| View account-wide insights and reports | YES | YES | YES | - |
| View a list of all teams | YES | YES | YES | YES (depends on account security settings) |
| Be a team member | YES | YES | YES | YES |
Team Roles
Team Members may be assigned the additional Admin role, granting them privileges to manage membership of the team and create new meetings. Each team must have at least one admin.
| Administrator | Member (default) |
|
| Invite team members(new users will be added as Account Users) | 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 or health check | 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 Roles
Retrospective / Health Check Participants may be granted the Facilitator role, giving them tools to drive the meeting activities. Each activity must have at least one Facilitator. By default, only the Team Admin who started the activity has the Facilitator + Participant role.
Facilitator Only |
Facilitator + Participant (default for meeting creator) |
Participant (default for team members) |
Guest (enterprise-only) |
Observer (enterprise-only) |
|
| Will be automatically added as team member if invited | YES | YES | YES | - | - |
| Invite participants | YES | YES | - | - | - |
| Manage participant roles | YES | YES | - | - | - |
| Modify retrospective / health check settings (topics, brainstorm style, group permissions, action permissions, etc) | YES | YES | - | - | - |
| Move the retrospective / health check between steps (Brainstorm, Group, Vote, Discuss, etc...) | YES | YES | - | - | - |
| Set an activity timer | YES | YES | - | - | - |
| Add ideas | - | YES | YES | YES | - |
| Edit own ideas | - | YES | YES | YES | - |
| Edit others' ideas | - | - | - | - | - |
| Comment on ideas | YES | YES | YES | YES | - |
| Vote | - | YES | YES | YES | - |
| Add reactions | - | YES | YES | YES | - |
| Group / ungroup ideas | YES | (depends on retro settings) | (depends on retro settings) | (depends on retro settings) | - |
| Add / edit / remove actions | YES | (depends on meeting settings) | (depends on meeting settings) | (depends on meeting settings) | - |
| Answer Check In / Check Out questions | - | YES | YES | YES | - |
| Close a retrospective | YES | YES | - | - | - |
| Anonymity | (depends on meeting settings) | (depends on meeting settings) | (depends on meeting settings) | (depends on meeting settings) | Named |