Roles and what each permission unlocks

In Scrumboards, what each person can do depends on their papel (role) in the company. You create roles in Usuários → Tipos de Usuário (Users → User types) and, for each one, turn permissions on or off one by one. Then you just assign the right role to each team member.

Built-in roles

  • Admin: full access to the company. Admin permissions can't be turned off.
  • Moderador (Moderator): intermediate permissions that you can adjust.
  • Usuário (User): basic permissions that you can also adjust.

The company owner always has full access, like an Admin.

How to create a user type

  1. In the menu, open Usuários and then Tipos de Usuário.
  2. Click Novo Tipo (New type).
  3. Enter a Nome (Name), for example Designer or Finance, a short Descrição (Description), and choose a color.
  4. If the type is for people from one of your clients, turn on Tipo de usuário externo (Cliente) (External user type, Client). People with this type only see data from the client linked to them, and internal modules (finance, CRM, chat, and members) are blocked.
  5. Click Salvar (Save).
  6. Select the type in the list and turn each permission on or off in the Permissões (Permissions) panel. Changes are saved instantly.

What permissions unlock

Permissions are organized into groups. The main ones:

  • Tarefas (Tasks): view, create, edit content, status, due date, assignee, and priority, log time, comment, attach, approve, and move to trash.
  • Projetos (Projects) and Clientes (Clients): view, create, edit specific parts, and delete. This is where Ver todos os clientes e tarefas (View all clients and tasks) lives, explained in Who sees what.
  • Membros (Members): invite, remove, change role, and activate or deactivate people.
  • Configurações (Settings), Workspace, and Personalização de Tarefas (Task customization): change company settings, tags, templates, statuses, priority, and complexity.
  • Financeiro (Finance): view, manage, and export. Ver investimento e receita de mídia (View media spend and revenue) comes along when Visualizar financeiro (View finance) is on.
  • CRM, BRAINPILOT, Rooms, Relatórios (Reports), Atividades (Activities), E-mail, plus groups for client files, recommendations, and Brand Kit.

When a permission is included in another, it appears turned on and locked, with a note showing where it's included.

How to change someone's role

  1. Open Usuários → Membros (Users → Members).
  2. On the person's row, click the pencil (Editar papel, Edit role).
  3. Choose the Novo Papel (New role) and confirm.

You can't change your own role.

Frequently asked questions

Who can create and edit user types?

The company owner, admins, and anyone with the Editar configurações (Edit settings) permission. To change a person's role, you need to be an admin or have Alterar cargo (Change role).

Does hiding a button actually protect the data?

Yes. Permissions are checked on the server, not just on screen. Without the permission, the person can't perform the action any other way.

Can I delete a user type?

Yes, with the trash icon on the type. First, change the role of anyone using that type so no one is left without a role.