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Role Permissions

Gately allows you to invite your team members and assign them granular permissions to ensure everyone has the right level of access to your project.
RoleAccess LevelDescriptionPermissions
OwnerFull AccessComplete control over the project• All Admin permissions
• Manage billing and subscriptions
• Delete project
• Transfer ownership
AdminManage & ConfigureCan manage team and configure all project settings• All Member permissions
• Invite and remove team members
• Edit project settings and branding
• Manage integrations (ClickUp, Slack, etc.)
• Configure SSO and email settings
• Delete forms, tasks, and content
MemberCreate & Edit ContentCan work with content but cannot change settings• View all project content
• View forms and submissions
• View helpdesk tickets
• View tasks and analytics
• Export data
• Cannot edit or delete
ViewerRead-Only AccessCan only view content and reports• View all project content
• View forms and submissions
• View helpdesk tickets
• View tasks and analytics
• Cannot edit, delete, or export