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.

Free plan accounts do not have access to Member or Observer roles. For additional access, please consider upgrading to a paid plan that best suits your team's needs. Additionally, while the Observer role is only available on paid plan, please note that there is a cap of up to five Observers per paid seat. 

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, Objectives, 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, Objectives, 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,
  • Objectives, Labels, and Docs
  • Access all reporting and search data
  • Manage their own user profiles
• • View and follow all Spaces, Stories, Epics, Projects, Objectives, Labels, and Docs
  • Access all reporting and search data
  • Manage their own user profiles

Updated June 21, 2024 17:34