Help

Roles and billing seats

Owner through Viewer, and what “Cover seat” means.

Roles (Owner, Editor, Contributor, Viewer) control what someone can do in a project. Billing seats control your AI credit allowance and feature access. The two are independent — a seat does not grant a role, and a role does not require a seat.

Roles on projects you own vs. projects you join

When you create a project you are automatically its Owner. On projects someone else owns and invites you to, they choose your role — you can be assigned Editor, Contributor, or Viewer regardless of your plan or whether your seat is covered. There is no plan requirement to hold a particular role on someone else's project.

Cover seat

"Cover seat" assigns one of your purchased collaborator seats to a specific person. It lifts their AI credit allowance and Pro/Business feature access to match your plan. It does not change their project role — role is set separately on the project's People page. Remove seat when you want to free that slot for someone else.

Roles (summary)
  • Owner: Full control including ownership semantics.
  • Editor: Same project management powers as owners except the owner designation.
  • Contributor: Work on assigned actions and use allowed collaboration features without full admin access.
  • Viewer: Read-focused access.

The project People page lists the full role descriptions and matches what invitees should expect.

Permissions matrix (quick reference)
CapabilityOwnerEditorContributorViewer
View project contentYesYesYesYes
Create/edit actionsYesYesAssigned-work focusedNo
Manage project people and rolesYesYesNoNo
Configure project integrationsYesYesNoNo
Project configuration/admin behaviorFullMostLimitedRead-only

To invite people and set roles, open the project's People page.

Removing someone from a project

When you remove a person from a project they immediately lose access to it. Any open actions they were responsible for are automatically unassigned, and a note is added to each affected action explaining the change. Completed (Done) actions are left untouched.

When a covered person is removed from a project or their seat is unassigned, that seat slot becomes available again. Their role on the project is a separate setting and is not affected by seat removal.