In Priority Matrix there are few types of access, both at the account license level, and in order to control access to projects and items. Let’s break them down:

Account Level Roles

  • Account Administrator – this is the person who can make changes to the team by adding or removing members. You can check this by going to your Account page, look on the left side panel to see your current Admin. At the moment, it is not possible to have more than one account administrator. In order to change who is the account administrator, the person currently holding that role should choose someone else using the same account page. Alternatively, you can ask us for assistance in changing your account’s administrator. Often, a manager or business unit head would be the account admin, but that’s really up to you.
  • Team Members – these are the people who you can work with and invite to your projects. When you purchase a subscription (like Pro plan), it includes a certain number of seats or licenses. Each team member you add to your account will automatically receive access to the software through one of these seats. For example, if you purchase a Pro plan with 3 seats, you can add up to 3 team members (including yourself) who will all have full access to the software features without needing to purchase separate licenses. If there are more users in your account than licenses available, only a subset of team members will actually be able to use the app. The administrator can add and remove users, as well as modify the subscription as needed. Often, employees of an organization would become team members.

Data-Access Level Roles

In terms of who has access to what data, we need to talk about Project Members, Item Owners, Item Followers. We have a more in-depth article about project-level memberships.

  • Project Members – these are people who are invited to a given project. Members of a project have access to every item inside the project (or matrix). Any project member can add other members to the project, but in order to remove project members, there are some restrictions as to who can do what.
  • Project Administrators – these are project members with the added privilege of being able to remove other members from the project.
  • Item Followers – these are people who are invited to an item or task and get alerts about it. Perhaps the supervisor, to keep tabs on the status, or the person who will need to complete a follow-up task.
  • Item Owner – this is the person who is “in charge” of the task. If there are multiple people in the project, delegating the task to an owner alerts him or her when there are changes and makes it the owner’s “responsibility” to do something with the task.

Finally, we would like to refer you to our Priority Matrix glossary for a concise explanation of the most common terms we throw around.