Cliq Docs
Administration

Members and Roles

Manage team members and their permissions in Cliq

Members and Roles

Control who can access your workspace and what they can do with role-based permissions.

Default Roles

Cliq comes with three built-in roles:

Owner

The workspace owner has full control over everything:

  • All Admin permissions
  • Transfer workspace ownership
  • Delete workspace
  • Cannot be removed from workspace

Each workspace has exactly one owner. Ownership can be transferred to another admin.

Admin

Admins can manage the workspace and its members:

  • Invite and remove members
  • Change member roles
  • Manage workspace settings
  • Create and delete projects
  • Access billing information
  • All Member permissions

Member

Members can work on projects and issues:

  • Create, edit, and delete issues
  • Create and manage views
  • Comment on issues
  • Manage their own profile
  • Access assigned projects

Managing Members

View All Members

  1. Go to SettingsMembers
  2. See a list of all workspace members with their roles

Change a Member's Role

  1. Go to SettingsMembers
  2. Find the member you want to update
  3. Click on their current role
  4. Select the new role from the dropdown

Remove a Member

  1. Go to SettingsMembers
  2. Find the member you want to remove
  3. Click the ... menu
  4. Select Remove from workspace
  5. Confirm the removal

When you remove a member, their issues will remain but will be unassigned. Comments and activity history are preserved.

Transfer Ownership

To transfer workspace ownership:

  1. Go to SettingsMembers
  2. Find the member you want to make owner (must be an Admin)
  3. Click the ... menu
  4. Select Transfer Ownership
  5. Confirm the transfer

Transferring ownership is immediate and cannot be undone. You will become an Admin after the transfer.

Project-Level Permissions

In addition to workspace roles, you can set project-specific access:

Project Access Levels

  • Full Access - Can view, create, and edit all issues
  • View Only - Can view issues but not make changes
  • No Access - Cannot see the project at all

Setting Project Access

  1. Go to Project SettingsAccess
  2. Click Add Members
  3. Select members and their access level
  4. Click Save

Best Practices

  1. Principle of Least Privilege - Give members only the permissions they need
  2. Regular Audits - Review member access quarterly
  3. Use Project Permissions - For sensitive projects, restrict access at the project level
  4. Document Roles - Keep a record of who has what access and why