Introduction to TeamRetro roles and permissions

TeamRetro manages user permissions and roles at three levels: 

  • Within each account
  • Within each team
  • Within each retrospective meeting

This document summarizes what these roles represent and the permissions each have.

Account Roles

Three roles exist within your account -  OwnerAdmin, and User. The Owner role is automatically assigned to the user who initially created the organization. By default, all additional users added to an organization have only the User role.

  Owner Administrator User (default)
Manage TeamRetro subscription and billing YES    
Manage organization settings(name, subdomain, single-sign-on, security etc) YES    
Create and manage API keys 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  
View a list of all teams YES YES YES (depends on account security settings)
Be a team member 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 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 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 NO
Invite participants YES    
Manage participant roles YES

Modify retrospective / health check settings

(topics, brainstorm style, group permissions, action permissions, etc)


Move the retrospective / health check between steps 

(Brainstorm, Group, Vote, Discuss, etc...)


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    

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