Inviting your team & roles
ProTasks has two roles — admin and user — plus fine-grained sharing on every board. This guide covers how to invite teammates and what each role can do.
Team
Who's working on what — across all your boards
Inviting teammates
- 1
Open Settings → Team.
- 2
Click 'Invite member' and enter their email.
- 3
Pick a role: 'User' for most teammates, 'Admin' for people who manage billing, integrations, or other users.
- 4
They'll receive an email and can sign in with Google SSO.
Only admins can invite admins. Regular users can only invite other regular users.
What admins can do
Admins can manage billing, configure integrations (Slack, Google Calendar), invite/remove users, set workspace-wide settings, and access the admin dashboard. They also have read access to every board in the workspace.
What users can do
Regular users can create their own boards, manage tasks they're assigned to, share boards with specific teammates, and participate in any board they've been added to. They can't see boards they haven't been shared on.
Sharing boards
Sharing is per-board, not workspace-wide. The board owner controls who has access.
- 1
Open a board and click 'Share' in the top right.
- 2
Add teammates by email — they get read+write access to that board.
- 3
To revoke access, remove them from the share list.
Balancing workload
The Team view shows everyone's open tasks, hours logged this week, and overdue items. Use it to spot people who are overloaded and rebalance before deadlines slip.