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Teams and access

Roles and permissions

Understand Owner, Admin, and Member roles for teams and projects.

Clankee uses roles at two levels: team and project. Workspace member roles map Discord users to Clankee users. Integration accounts can also be Team or Private.

Team roles

Assignable invite roles in the UI are Admin and Member. The person who creates the team is Owner.

CapabilityOwnerAdminMember
Update teamYesYesNo
Delete team (non-personal)YesNoNo
Add / update / remove membersYesNoNo
Create invitationsYesYesNo
Cancel invitationsYesYesNo
Open Team SettingsYesYesNo

Important team rules

  • Personal teams cannot be deleted.
  • The team Owner cannot be removed.
  • Admins can invite people, but only Owners can change or remove existing members.

Project roles

CapabilityOwnerAdminMember
View and use the projectYesYesYes
Update project settingsYesYesNo
Delete projectYesNoNo
Add / update / remove project membersYesYesNo
Open BrainYesYesNo
Create and manage workspacesYesYesNo
Add knowledge base notesYesYesYes

Project members must already be on the team. You add them from available team members in project settings.

Workspace member roles

On a Discord workspace, members can be labeled Member or Admin. Use this to link Discord users to Clankee users. Managing workspace members still requires project update permission (Owner or Admin on the project).

Integration visibility

AccessWho can use the connected account
TeamShared in the project/team context
PrivateLimited to allowed project members (plus people who can update the project)

See Visibility and access.

Who cannot do what (common cases)

  • Project Members cannot open Brain, edit project settings, or connect new workspaces.
  • Team Members cannot open Team Settings or send invitations.
  • Team Admins cannot remove members or change member roles.

Tips

  • Make at least one backup Owner/Admin for shared teams so invites and settings are not blocked.
  • Use Private integrations for personal credentials; use Team for shared company accounts.
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