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Roles & permissions

Organization roles

Role Scope
Owner Full responsibility for the Organization.
Administrator Organization administration, including available member and settings controls.
Member Work within the Projects and resources available to the membership.

The server evaluates the current membership on every protected request.

Advanced Reporting uses two tenant capabilities in addition to the ordinary membership and Project checks:

Capability Owner Administrator Member
reports.advanced.use Use when the App and commercial gates succeed Use when the App and commercial gates succeed Use when the App and commercial gates succeed
reports.advanced.manage_shared Create, update, promote, and delete Organization-shared reports and dashboards Create, update, promote, and delete Organization-shared reports and dashboards No shared-management actions
attributes.manage Administer the Organization Attribute vocabulary: create, rename, disable, re-enable, retire, and manage allowed values Same authority as Owner for Attributes Read-only discovery of the vocabulary

Personal definitions can be mutated only by their owner. Shared reads and execution still reapply current membership, Project/data access, App enablement, entitlement, and reports.advanced.use; a shared definition does not grant access to its sources.

Premium Application permissions

Members can view Premium App availability and enabled state through apps.view. Organization administrators can enable or disable an entitled App through apps.manage. Only an Organization owner has billing.manage authority for Premium quotes, purchases, renewal cancellation, renewal resumption, billing summaries, and hosted payment links. An Enterprise administrator role does not substitute for Organization membership or owner billing authority.

Personal Access Token scopes

PAT scopes describe what an automation credential may request; they do not replace membership:

Scope family Examples
Organization organization:read, organization:members:read
Project project:read, project:write
Organization Milestone milestone:read, milestone:write
Work Item work_item:read, work_item:write, work_item:delete
Discussion comment:read, comment:write, comment:delete
Files attachment:read, attachment:write, attachment:delete
Advanced Reporting report:read, report:write
Profile profile:read

Attribute vocabulary administration through the Public API requires organization:attributes:read / organization:attributes:write scopes (intersected with the attributes.manage capability for mutations); these arrive with the Public API Attribute transport. Existing tokens do not gain Attribute authority by default. Until that transport is available, existing PATs—including Project-only grants—cannot administer Attributes. Administrative operations recheck active Organization membership on the server; Enterprise and platform roles alone do not grant vocabulary authority.

Mutation scopes imply their matching read scope where documented. See Personal Access Tokens for the complete matrix and restrictions.

Advanced schedules: members may schedule readable sources to themselves and manage their own schedules. Owners/administrators with reports.advanced.manage_shared manage all schedules and may distribute shared sources to active Organization members. Personal sources remain owner-only. Current permissions are checked before execution/email and again at link access. See Advanced Reporting and its Public API.