Managing Team Member & Manager Permissions

Overview

WorkBoard Teams consist of a set of individuals who work together to drive team outcomes and execute work. With WorkBoard, you can be a member of multiple teams and have various roles and permissions for each team.

Team Permissions

The different team roles are Manager, Co-Manager, Team Admin, Member, and Executive Viewer. Each of these roles has different abilities when managing work related to the team.

Team Workstream Management

Workstream Permissions	Manager	Co-Manager	Team Admin	Member	Executive Viewer
Create a Team Workstream	Yes	Yes	Yes	No	No
Edit Sharing Settings/Move/Copy/ Close/Archive/Delete Team Workstreams	Yes	Yes	Yes	No	No
Update Team Action Item	Yes	Yes	Yes	No*	No*
Update Team Action Item Status	Yes	Yes	No*	No*	No*
Update Team Action Item Assignee/Effort	Yes	Yes	No*	No*	No*
Create Action Items	Yes	Yes	Yes	Yes	Yes

*Yes, if the Team Admin, Member, or Executive Viewer owns the Action Item

Team OKR Management

OKR Permissions	Manager	Co-Manager	Team Admin	Member	Executive Viewer
Create/Edit/Move/Copy/Reset/Delete Objectives	Yes	Yes	Yes	No	No
Create, edit, & delete Key Results (that you do not own)	Yes	Yes	Yes	No	No
Edit Key Results: Updater	Yes	Yes	Yes	No	No
Edit Key Results: Owner	Yes	Yes	Yes	Yes	Yes
Own Objectives	Yes	Yes	No	No	No

Team Management

Team Permissions	Manager	Co-Manager	Team Admin	Member	Executive Viewer
Update Team Name	Yes	Yes	No	No	No
Manage Team Members	Yes	Yes	Yes	No	No
Manage Team Member Permissions	Yes	Yes	No	No	No
Archive Team	Yes	Yes	Yes	No	No
Delete Team	Yes	Yes	No	No	No

Canvas Permissions

Canvas permissions are separate from team permissions. However, users must be a member of the team if they want to create a team Canvas template. If that Canvas is shared with a team, any changes to the users added or removed from the team will also reflect in the Canvas. You can learn more about the sharing permissions in Canvas in this article.

Change Team Member Permissions

Team Members with Manager or Co-Manager permissions can change the role of other Team Members. As a Manager or Co-Manager, follow the steps below to change a user's permission on the team.

Click Teamwork from the main menu
Select Teams
Select the applicable team name you'd like to access
Click on the Team Members tab
Click on the blue hyperlink under the Permissions column next to any user
Select the desired role
Select Save to lock in your changes

Note: Users are not able to change their own role on the team.

Assign a New Manager for a Team

You can assign a new Manager to a team on WorkBoard. In order to do so, your team must already have a Manager, Co-Manager, or Admin role on the Team.

Notes on Team Managers:

OKRs will stay assigned to a former deactivated Manager until a new user is assigned that permission, if the member offboards without promoting another user to a Manager.
The WorkBoard Administrator has to manually promote a new user to Team Manager.
A Co-Manager cannot make themselves Manager.

Click Teamwork from the main menu
Select Teams
Select the applicable team name you'd like to access
Click on the Team Members tab
Make sure the new Manager is a Member of the team
Note: Only members with roles other than "manager" (example: Members or Co-Managers) can be changed to Manager
Click on the user's blue-hyperlinked title under the Permissions column to change user permissions

Note: You won't have the option to click on yourself, or the existing manager of the team
Select the Manager permission
Confirm the permission change by selecting Save
Note: If you're the Manager of your team, your role will change to Co-Manager, since a team can have only one Manager.