Shortcut User Roles

In Shortcut, we offer multiple user roles: Owner, Admin, Member, and Observer. By default, the first person in the system is given the role of Owner, but Organizations can have multiple Owners and Admins.

Note

Free plan accounts do not have access to Member or Observer roles. The Observer role is only available on the Team plan or above. For additional access, please consider upgrading to a paid plan that best suits your team's needs.

Below you’ll learn more about each role type. When you’re ready, invite the rest of your team and manage their roles easily from your Account Settings.

    • Access the Manage Organization and Workspaces Dashboard
    • Enable and disable an Organization and its Workspaces
    • Add new Workspaces to an existing Organization
    • Create, edit and archive Teams
    • Create new Organizations
    • Request the deletion of a Workspace or Organization
    • Edit a Workflow State
    • Add, manage, and communicate with Shortcut about billing and payment information
    • Add and manage user access, user roles, and invitations
    • Request and authorize the removal of Two-Factor Authorization for users
    • Promote another user to an Owner
    • Choose and manage Workspace features and settings
    • Add integrations
    • Work in Shortcut by viewing, following, creating, and editing Spaces, Stories, Epics, Milestones, Labels, and Docs
    • Access all reporting and search data
    • Manage their own user profiles
    • Access the Manage Workspaces Dashboard for only those Workspaces in which they are an Admin
    • Add new Workspaces to an existing Organization
    • Create new Organizations
    • Create, edit and archive Teams
    • Edit a Workflow State
    • Add and manage user access, user roles, and invitations
    • Request and authorize the removal of Two-Factor Authorization for users
    • Promote another user to an Admin
    • Choose and manage Workspace features and settings
    • Add integrations
    • Work in Shortcut by viewing, following, creating, and editing Spaces, Stories, Epics, Milestones, Labels, and Docs
    • Access all reporting and search data
    • Manage their own user profiles
    • Work in Shortcut by viewing, following, creating, and editing Spaces, Stories, Epics, Milestones, Labels, and Docs
    • Access all reporting and search data
    • Manage their own user profiles
    • View and follow all Spaces, Stories, Epics, Projects, Milestones, Labels, and Docs
    • Access all reporting and search data
    • Manage their own user profiles

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