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Help & Guides

Learn how to get the most out of TaskZen AI.

User Roles & Permissions

Understand the different user roles and what each role can do.

This guide explains the different user roles in TaskZen AI and what each role can do. The platform uses a role-based hierarchy to ensure security and proper access control for team collaboration.

The hierarchy is: Admin > Manager > Team Member.

1. Team Member (Free Plan)

This is the base role for most users. Team Members are focused on completing tasks within the projects they are a part of.

Permissions:

  • View & Access: Can view projects and tasks they are assigned to.
  • Task Management: Can change the status of their own tasks (e.g., from "To Do" to "In Progress").
  • Collaboration: Can add comments to tasks.

Limitations (Free Plan Enforcement):

  • Cannot manage users: Cannot invite or remove other users. The "Team Management" section will show an upgrade prompt.
  • Project Limit: Limited to creating and owning a maximum of 3 projects.
  • Task Limit: Limited to 20 tasks per project.
  • No AI Features: Cannot use the AI Assistant, AI Task Generator, or view AI-powered analytics. These features will show an "Upgrade to Pro" card.

2. Manager (Pro Plan)

Managers are team leads who can manage projects and a subset of users. This role requires a Pro Plan.

Permissions:

  • All Team Member permissions.
  • Team Management: Can invite new users to the platform with the Team Member role. Can view all users within the projects they are a part of. Can revoke pending invites for users they have invited.
  • Project Management: Can create unlimited projects and tasks. Can add any existing user to projects they manage.
  • AI & Pro Features: Full access to the AI Assistant. Full access to Project Kanban Boards, Analytics, and Activity Feeds.

Limitations:

  • Cannot invite or manage Admin or other Manager level users.

3. Admin (Pro Plan)

Admins have broader administrative capabilities, overseeing multiple teams and projects. This role also requires a Pro Plan.

Permissions:

  • All Manager permissions.
  • Expanded Team Management: Can invite new users with either the Manager or Team Member role. Can view and manage all Managers and Team Members on the platform.
  • Platform Audit: Can view a log of all administrative actions taken by themselves and other Admins.

Limitations:

  • Admins can manage Managers and Team Members, but not other Admins.