Permissions Matrix
Last updated: November 12, 2025
Overview
A comprehensive breakdown of all user actions and the specific user permissions
The following reference page is a comprehensive breakdown of all user actions and the specific user permissions (Shared User, Project Editor, Team Editor and Team Admin) that are required to be able to perform that action.
Features / Functionality by Role
Dashboard Level Permissions
Action | Shared User | Project Editor | Team Editor | Team Admin |
Can Access Team Management Tools | ✓ | |||
Can view "Archived" Section | ✓ | ✓ | ||
Can Access "Shared with me" Section | ✓ | ✓ | ✓ | ✓ |
Can Access Team Dashboard | ✓* | ✓ | ✓ | |
Can Create Folders | ✓* | ✓ | ✓ | |
Can Rename Folders | ✓* | ✓ | ✓ | |
Can Delete Folders | ✓* | ✓ | ✓ | |
Can Create a Project | ✓ | ✓ | ||
Can Rename a Project | ✓ | ✓ | ✓ | |
Can Move a Project | ✓ | ✓ | ||
Can Delete a Project | ✓ | ✓ | ||
Can upload new crunches to Dashboard | ✓* | ✓ | ✓ | |
Can Upload New Crunches to a Project | ✓ | ✓ | ✓ | |
Can Upload New Crunches to a Folder | ✓* | ✓ | ✓ | |
Can Share Crunches | ✓ | ✓ | ✓ | |
Can Delete Crunches | ✓ | ✓ |
Crunch Level Permissions
Action | Shared User | Project Editor | Team Editor | Team Admin |
Can Move Crunches Between Projects | ✓* | ✓ | ✓ | |
Can Update Project Details | ✓ | ✓ | ✓ | |
Can Add/Edit Playbook Instructions | ✓ | ✓ | ✓ | ✓ |
Can Add/Edit Checklist Notes | ✓ | ✓ | ✓ | ✓ |
Can Add/Remove Checklists | ✓ | ✓ | ✓ | |
Can Add/Edit Markups | ✓ | ✓ | ✓ | ✓ |
Can Add/Remove Provision Tags | ✓ | ✓ | ✓ | ✓ |
Can Share a Crunch | ✓ | ✓ | ✓ | |
Can Use Chat | ✓ | ✓ | ✓ | ✓ |
Can Download the Crunch | ✓ | ✓ | ✓ | ✓ |
*Project Editors can only perform these actions within projects they have been invited to
Note about Shared Users: Users who access crunches only through the share feature (not formally added to the team) can view the shared crunch but cannot share it with others, upload documents, or access any other content in the workspace.