Role Reference
Productivity Workbench has four built-in roles. Each role has a default set of page-level permissions, which can be further customised in the Access Matrix.
Built-in roles
Full access to all pages including workspace configuration, user management, access matrix, branding, integrations, and audit log. There must always be at least one Admin per workspace.
- Invite, remove, and change roles for users
- Change access matrix permissions
- Configure integrations and security settings
- View the audit log
- Configure DoR, DoD, and text templates
Full access to all product and delivery pages. Cannot change workspace configuration, manage users, or view security settings.
- Create, edit, and delete Features, Stories, Epics, Outcomes, Vision
- Manage Sprints (create, plan, close)
- Run Storypointing, Triage, and Refinement sessions
- Access all reports
- Manage Teams and capacity
- Change branding and agile settings
Can read and update work items they are assigned to, participate in ceremonies, and contribute to features. Cannot delete entities or change configuration.
- View all features, stories, sprints, and roadmaps
- Update status and add comments to their assigned stories
- Participate in storypointing and refinement sessions
- View reports
- Create or delete Features
- Manage sprints
- Access Admin pages
Read-only access to all product content. Cannot create, edit, or delete any entities. Suitable for stakeholders, executives, or external reviewers.
- View Features, Stories, Sprints, Roadmap, Reports
- View the Sprint Board and Burndown
- Create or edit any entities
- Participate in ceremonies
- Access Admin pages
Customising permissions
Go to Admin → Access Matrix to adjust the default permissions for each role. You can grant or revoke access to individual pages for each role. Changes apply to all users with that role immediately.