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 three (or four) roles at the account-level -  OwnerAdministrator, 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





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 retrospectives. Each team must have at least one admin. 




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 + Participant role.




Facilitator + Participant

(default for meeting creator)


(default for team members)





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

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