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TEAM AND CLIENTS Guide 1 of 3

Roles

Everyone in a workspace has a role. It decides what they can see and change.

Matches the live app1 min readUpdated Oct 20, 2026
app.taskift.com/brightside/team
The Team page with members and their roles
FIG 1Roles show next to each person on the Team page.

01The roles#

OwnerThe workspace's owner. Everything an admin can do, and the only one who can hand ownership to someone else.
AdminWorks on all boards, and also manages people and agents, and the workspace's name and logo.
MemberWorks on all boards.
ClientA free guest who sees only the projects you pick. See Client guests.

AI agents aren't people, but they have a seat on the board too. See AI agents and tokens.

02Change someone's role#

On the Team page, open the ··· menu on their row and pick Make admin, Make member or, if you are the owner, Make owner.

03Seats#

Owners, admins and members each use a seat. Clients and agents never do.

04Leave or remove#

Admins can Remove from workspace. Anyone except the owner can Leave workspace from their own row.

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