Users in an organization can have different roles. Roles give users permission and restrictions to do certain things in an organization. When you invite your teammates to your organization, you have the ability to assign them a particular role.
Available User Roles
- Owner – is the user who creates the Ducalis account. To change the owner of your account, please get in touch with us in the chat below.
- Admin – the user with full access to settings, boards, billing, and invite other members.
- Member – the user with access to evaluation, issues, and ideas creation but cannot edit settings or add members.
- Viewer – the user who has read-only access. The role is useful for teammates who are not directly involved in backlog prioritization but need to check priorities within the account occasionally.
- Voter – This term applies to external users, such as your customers for example, and don’t have access to your full account but can participate on your public Voting Board (like this example: https://feedback.ducalis.io/ducalis-roadmap). Voters on this board can only post and upvote ideas. There’s no limit to the number of voters, and you never incur any charges for them.
A Breakdown Of Each Role and Their Capabilities
| Permissions | Owner | Admin | Member | Viewer | Voter |
|---|---|---|---|---|---|
| Priority Boards | |||||
| Create priority boards | ✓ | ✓ | ✗ | ✗ | ✗ |
| Manage board privacy | ✓ | ✓ | ✗ | ✗ | ✗ |
| Activate toggle to a share a priority board | ✓ | ✓ | ✗ | ✗ | ✗ |
| Restore/ delete priority boards | ✓ | ✓ | ✗ | ✗ | ✗ |
| Duplicate priority boards | ✓ | ✓ | ✗ | ✗ | ✗ |
| View public priority boards | ✓ | ✓ | ✓ | ✓ | ✗ |
| View Backlog page | ✓ | ✓ | ✓ | ✓ | ✗ |
| View Matrix page | ✓ | ✓ | ✓ | ✓ | ✗ |
| Issues | |||||
| Create issues in priority boards | ✓ | ✓ | ✓ | ✗ | ✗ |
| Edit issues in priority boards | ✓ | ✓ | ✓ | ✗ | ✗ |
| Delete issues in a priority board | ✓ | ✓ | ✓ | ✗ | ✗ |
| Can evaluate (asking questions included) issues in a priority board | ✓ | ✓ | ✓ | ✗ | ✗ |
| Can comment on existing questions in a priority board | ✓ | ✓ | ✓ | ✓ | ✗ |
| Move/Copy issues between boards | ✓ | ✓ | ✓ | ✗ | ✗ |
| Mark an idea as blocks/blocked by/ relates to | ✓ | ✓ | ✓ | ✗ | ✗ |
| Priority Board settings | |||||
| Access to board settings | ✓ | ✓ | ✗ | ✗ | ✗ |
| Manage evaluation criteria | ✓ | ✓ | ✗ | ✗ | ✗ |
| Manage board formulas | ✓ | ✓ | ✗ | ✗ | ✗ |
| Customize table columns | ✓ | ✓ | ✗ | ✗ | ✗ |
| Manage custom filters | ✓ | ✓ | ✓ | ✗ | ✗ |
| Manage board users | ✓ | ✓ | ✗ | ✗ | ✗ |
| Integrate and import issues from a task tracker | ✓ | ✓ | ✗ | ✗ | ✗ |
| Activate two-way sync | ✓ | ✓ | ✗ | ✗ | ✗ |
| Delete priority boards | ✓ | ✓ | ✗ | ✗ | ✗ |
| Reset scores | ✓ | ✓ | ✗ | ✗ | ✗ |
| Prioritization habit settings | ✓ | ✓ | ✗ | ✗ | ✗ |
| Limit the number of votes per idea | ✓ | ✓ | ✗ | ✗ | ✗ |
| Voting boards | |||||
| Publish voting boards | ✓ | ✓ | ✗ | ✗ | ✗ |
| Voting on behalf of a user | ✓ | ✓ | ✗ | ✗ | ✗ |
| Reply to customer public comments. | ✓ | ✓ | ✓ | ✗ | ✓ |
| Change the progress status of public idea | ✓ | ✓ | ✓ | ✗ | ✗ |
| View Voting boards | ✓ | ✓ | ✓ | ✓ | ✗ |
| Public ideas | |||||
| Create public ideas from the internal backlog | ✓ | ✓ | ✓ | ✗ | ✗ |
| Add public ideas to the internal backlog | ✓ | ✓ | ✓ | ✗ | ✗ |
| Create ideas from email | ✓ | ✓ | ✗ | ✗ | ✗ |
| Create ideas from Telegram | ✓ | ✓ | ✗ | ✗ | ✗ |
| Change an idea’s author | ✓ | ✓ | ✗ | ✗ | ✗ |
| Merge similar ideas | ✓ | ✓ | ✓ | ✗ | ✗ |
| Unpublish ideas | ✓ | ✓ | ✓ | ✗ | ✗ |
| Permanently delete idea | ✓ | ✓ | ✓ | ✗ | ✗ |
| Manage organization sign-up modes | ✓ | ✓ | ✓ | ✗ | ✗ |
| Create ideas on public voting board | ✓ | ✓ | ✓ | ✓ | ✓ |
| Voting board settings | |||||
| Access settings | ✓ | ✓ | ✗ | ✗ | ✗ |
| Customize voting boards | ✓ | ✓ | ✗ | ✗ | ✗ |
| Manage voting boards’ signup mode | ✓ | ✓ | ✗ | ✗ | ✗ |
| Set up Auto-status update rules | ✓ | ✓ | ✗ | ✗ | ✗ |
| Switch on/off Ducalis AI | ✓ | ✓ | ✗ | ✗ | ✗ |
| Set up voting idea templates and voting options | ✓ | ✓ | ✗ | ✗ | ✗ |
| Set up Slack notifications | ✓ | ✓ | ✗ | ✗ | ✗ |
| Set up voting board access rules | ✓ | ✓ | ✗ | ✗ | ✗ |
| Set up voting board email domain | ✓ | ✓ | ✗ | ✗ | ✗ |
| Release Notes | |||||
| Compose Release notes | ✓ | ✓ | ✓ | ✗ | ✗ |
| Create a Release notes template | ✓ | ✓ | ✓ | ✗ | ✗ |
| Release Notes Settings | |||||
| Configure release notes settings | ✓ | ✓ | ✗ | ✗ | ✗ |
| Edit Auto-digest schedule | ✓ | ✓ | ✓ | ✗ | ✗ |
| Report boards | |||||
| Create or delete report boards | ✓ | ✓ | ✗ | ✗ | ✗ |
| Edit/update report boards | ✓ | ✓ | ✗ | ✗ | ✗ |
| Activate two-way sync | ✓ | ✓ | ✗ | ✗ | ✗ |
| Organization settings | |||||
| Access to organization settings | ✓ | ✓ | ✓ | ✗ | ✗ |
| Manage the organization’s profile | ✓ | ✓ | ✗ | ✗ | ✗ |
| Manage organization sign up modes | ✓ | ✓ | ✓ | ✗ | ✗ |
| Manage organization users | ✓ | ✓ | ✗ | ✗ | ✗ |
| Manage users’ roles | ✓ | ✓ | ✗ | ✗ | ✗ |
| Set CSV export restrictions | ✓ | ✗ | ✗ | ✗ | ✗ |
| Set up Webhooks | ✓ | ✓ | ✓ | ✗ | ✗ |
| Manage account billing | ✓ | ✓ | ✗ | ✗ | ✗ |
| Delete account | ✓ | ✗ | ✗ | ✗ | ✗ |
For more information on inviting teammates to a board, check out this article.
For more, visit our Pricing page.