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Admin setup

Users and roles

Settings → Users (/settings/users).

Last updated Aug 20, 2026 · 1 min read

Users

Settings → Users (/settings/users).

Create New: first name, last name, email, phone, address, role, password, photo.

Click a user to edit. Delete (soft-delete in Laravel) and restore exist on the user record.

Users are global to the install. Visibility of work is workspace membership, not the user list. After creating a user, invite them to a workspace.

Filter the list by role when the screen offers it.

Roles

Settings → Roles. Built-in:

  • Admin — settings, users, import, typically all create rights
  • Normal — day-to-day work; create rights depend on toggles

Create a New Role: name, slug, and switches:

  • Create workspace
  • Create project
  • Use AI features (default on for new custom roles in the form)

Assign a role on the user edit screen. If someone cannot create a project or see AI buttons, check this page before assuming a bug.

There is no separate fine-grained ACL per board in the role form — membership is the other gate.

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