Roles and permissions in LEANSTACK

User Roles Hierarchy

There are two levels of user management in LEANSTACK at the org level and at the project level. 

Org level roles control general account billing/administration and portfolio level features, while project level roles control project level features like the ability to edit lean canvases and sprint boards.

In smaller teams, e.g. startups, these roles tend to largely overlap but larger teams tend to need both these levels. Org level owner and admin roles are typically played by members of the technology or innovation office, while project level owner and admin roles are typically played by team leads, product managers, and project owners. 

Org Level Roles

There are four possible roles a person can have at the Org level.

Owner: Owners control the highest level of security and administration settings in the account. An account may have multiple owners. The Primary Owner role is initially assigned to the account creator at sign-up. Primary Owners are the only users who can delete an account and this role may be transferred to another member in the account.

Admin: This role is used to help account owners delegate non-billing related administrative functions to other members in the organization. Larger organizations will typically have several Administrators.

Member:  These are active members of the organization who have access to standard features like creating projects, editing Lean Canvas, and updating sprint boards.This is the default for new people added to an organization.

Guest: These are members of the organization e.g. stakeholders, advisers, and investors, who can only review those projects published into an organization’s public directory. Guest users are not counted towards active user limits for billing.

The tables below outline more of what each role can do by function:


LEAN Training Courses

Owner Admin Member Guest
Getting Started course      ✔︎ 
    ✔︎       ✔︎     ✔︎
LEAN Fundamentals course
     ✔︎     ✔︎       ✔︎     ✔︎
Enroll in additional courses*                                ✔︎     ✔︎       ✔︎

* Full courses catalog (including ideation, problem/solution fit, product/market fit, and scale courses) is made available to paid account members


Projects

  Owner Admin Member Guest
Create a project      ✔︎       ✔︎      ✔︎        
View a project      ✔︎     ✔︎      ■      ■
Archive a project       ✔︎     ✔︎      ✚  
Unarchive a project
     ✔︎     ✔︎      ✚
Rename a project      ✔︎     ✔︎      ✚
Delete a project      ✔︎     ✔︎      ✚
Publish a project to organization repository*      ✔︎     ✔︎      ✚
Browse published projects      ✔︎     ✔︎      ✔︎      ✔︎

■ Can only see projects user serves as a collaborator 
✤ Only available to a project’s owner and admins


User Management

  Owner Admin Member Guest
Invite new organization members
     ✔︎       ✔︎           
Invite new organization Guest members           ✔︎     ✔︎            
Deactivate an organization member’s account 
     ✔︎     ✔︎        
Promote and demote organization admins
     ✔︎



Organization Settings

  Owner Admin Member Guest
Change organization name or logo
     ✔︎                     
Set organization sign-up mode                                  ✔︎                  



Administrative

  Owner Admin Member Guest
View activity log
   ✔︎       ✔︎           
Counted as a seat for billing       ✔︎     ✔︎      ✔︎      
Add a payment method for billing
   ✔︎              
Change account plan
   ✔︎
View billing statements
   ✔︎
Choose authentication method
   ✔︎    ✔︎
Promote and demote organization owners             
   ✮
Transfer primary ownership
   ✮
Delete organization
   ✮

✮ Only available to the Primary Owner


Project Level Roles

There are four possible roles a person can have at the project level:

Owner: This role is automatically assigned to the initial founder or creator of a project. There is only one owner per project and this role may be transferred to another member in the organization.

Admin: This role is used to help owners delegate administrative functions like adding and deleting members in a project.

Member: This roles grants full read/write access to a member of a project. These members typically make up the core team.

Guest: These are project members who can review, but not create, work within a project — typically stakeholders, advisers, and investors. Guest users are not counted towards active user limits for billing.

Lean Canvas and Sprint Board

  Owner Admin Member Guest
Create new lean canvas                                                    ✔︎       ✔︎      ✔︎      
View lean canvas snapshots         ✔︎     ✔︎      ✔︎      ✔︎      
Rename lean canvas       ✔︎     ✔︎      ✔︎  
Delete a lean canvas       ✔︎     ✔︎      ✔︎  
View sprint board*       ✔︎     ✔︎      ✔︎      ✔︎
Update sprint board*       ✔︎     ✔︎      ✔︎  
Leave comments        ✔︎     ✔︎      ✔︎      ✔︎
  • Only available in paid accounts


Team Management

  Owner Admin Member Guest
Invite new project members      ✔︎       ✔︎             
Invite new Guest members         ✔︎     ✔︎             
Remove a member       ✔︎     ✔︎            
Convert user between member and Guest                  ✔︎     ✔︎    
Promote and demote project admins       ✔︎     ✔︎    


Project Settings

  Owner Admin Member Guest
Change project metadata    ✔︎       ✔︎           
Publish project into organization directory*                  ✔︎     ✔︎               

  • Only available in Organization and Enterprise plans


Administrative

  Owner Admin Member Guest
Delete project                                                                ✮      

✮ Only available to the Primary Owner

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