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How permissions work

Operately permissions are built around five selectable access states:

  • No Access
  • View Access
  • Comment Access
  • Edit Access
  • Full Access
Access LevelWhat it means
No AccessThe resource is hidden and cannot be accessed.
View AccessCan open and read the resource and its content.
Comment AccessIncludes View Access, plus posting comments on resources such as tasks, discussions and check-ins.
Edit AccessIncludes Comment Access, plus editing content and creating/updating work inside the resource.
Full AccessIncludes Edit Access, plus deletion and permission-management actions.

For each space, you can configure:

  • Company-wide access for all company members
  • Individual member access for explicitly added space members

Setting company-wide access to No Access makes the space secret. In that case, only explicitly granted members can see or use it.

See full details in Space access control.

Every goal lives inside a space. For each goal, you can configure:

  • Company members baseline access
  • Space members baseline access
  • Direct people access for specific company members

A person’s final goal access comes from the most permissive applicable grant.

See full details in Goal permissions and Manage goal access.

Every project lives inside a space. For each project, you can configure:

  • Company members baseline access
  • Space members baseline access
  • Contributor access for specific contributors

A person’s final project access comes from the most permissive applicable grant.

See full details in Project permissions and Manage project contributors.