👥 User Roles & Permissions in InTakt
InTakt encourages full team participation with unlimited users per project. To support collaboration while protecting control, InTakt allows flexible permissioning—from simple view-only access to fine-grained task-level editing.
🧑💼 Default User Roles
When inviting users, you can choose from built-in roles:
- Admin: Full control—can manage users, projects, and all schedule elements.
- Editor: Can modify tasks, links, and project settings (depending on tagging).
- Viewer: Read-only access.
🛠️ Creating Custom Roles
Need something more tailored? You can build a custom role:
- Tap Manage Users > Add Role.
- Name the role (e.g.
Trade Partner,Client Viewer).
- Choose permissions like:
- Edit their own tasks
- Modify durations or links
- Manage roadblocks
- Create task units
- Manage users
You can copy from an existing role or start from scratch.
🏷️ Tag-Based Permissions
- Assign users to tags (like
Plumbing,Flooring) to control what tasks they can access.
- Task-level actions apply only to tagged items unless global access is given.
Example: A trade partner tagged for "Plumbing" can edit only plumbing tasks, not framing or electrical.
➕ Inviting Users
- Click Manage Users in the top-right.
- Enter email, select role (or custom role).
- Tag them to relevant scopes.
Done! They’ll receive an invite and access only what they’re authorized to see and edit.