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List of Project Roles and Permissions

Updated over a month ago

List of Project Roles and Permissions

Each project member is assigned a role that determines what they can access and manage within a project. These roles ensure clarity, accountability, and security across all collaboration activities.

Updated Roles on CGHero

There are four primary roles on CGHero projects:

  • Project Owner

  • Project Manager

  • Project Team

  • Project Invited

Project Owner

  • The user who creates the project.

  • Has full control over all aspects of the project.

  • Can create and assign tasks, upload and manage files, and accept quotes.

  • Can invite and manage members, assign roles, and acts as the primary contact for the project.

  • Responsible for overseeing communication and delivery.

Project Manager

  • Appointed by the Project Owner.

  • Can perform all core actions including creating and assigning work, managing files, and approving quotes.

  • Can invite or remove users and manage their roles (except Owners).

  • Supports Owners in day-to-day delivery.

Project Team

  • Team members invited to work on tasks or collaborate on delivery.

  • Can view project activity and tasks, upload files, and communicate via messages.

  • Can be assigned to tasks and submit quotes for specific scopes of work.

  • Suitable for both internal teams and trusted external collaborators.

Project Invited

  • Users who have been invited to the project but have not yet been assigned a task.

  • Can submit quotes for tasks.

  • If a quote is accepted or they’re assigned a task, they are automatically upgraded to the Project Team role.

Permissions Matrix

Permission

Owner

Manager

Team

Invited

Create/Edit Project

✅ Yes

✅ Yes

❌ No

❌ No

Assign Tasks

✅ Yes

✅ Yes

❌ No

❌ No

Submit Quotes

✅ Yes

✅ Yes

✅ Yes

✅ Yes

Upload Files

✅ Yes

✅ Yes

✅ Yes

❌ No

Message Team

✅ Yes

✅ Yes

✅ Yes

✅ Yes

Add/Remove Members

✅ Yes

✅ Yes

❌ No

❌ No

Accept Quotes

✅ Yes

✅ Yes

❌ No

❌ No

⚠️ Note: Team and Invited members may only see the projects they are assigned to or invited to, and will have limited visibility across unrelated tasks or communications.

If you’re unsure what role you should have or need a permission adjusted, please reach out to your Project Owner or Manager directly through the platform’s messaging system.

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