Members and Roles

In iTasks, team access is managed on two levels: first a user joins the workspace, and then, if needed, gets access to specific projects. This distinction matters because a workspace role and project access affect different things.

1. How to invite a user to a workspace

Team management lives in Administration → Members. This screen is available only to workspace owners and admins.

Option 1. Invite link

1. Open Members.
2. Find the invite link block at the top of the screen.
3. Press the copy button and send the link to the user.
4. The user opens the link and joins the workspace: Telegram Mini App copies a Telegram link, while Android and iOS apps copy a mobile app link.

The link appears automatically when the screen opens. If a valid link was already created during the current app session, the same link is reused; the copy button only copies the ready value. In Telegram Mini App the interface shows a Telegram bot link, while Android and iOS apps show a link.itasksbot.com link for opening the installed app.

Option 2. Manual addition by Telegram ID

1. On the Members screen, tap Add member.
2. Choose the Manual add scenario.
3. Enter the user's Telegram ID.
4. Specify the name that should be shown inside the workspace.
5. Select the role right away: Member or Admin.
6. Save the changes.

This method is useful when you already know the user's Telegram ID and want to set their name and role immediately without waiting for them to join via a link.

2. Workspace roles and what they affect

There are three workspace roles: OWNER, ADMIN, and MEMBER. They define who can manage the team and the shared workspace settings.

The practical takeaway:

• A role does not replace project access. A user may belong to the workspace and still not see some projects.
• OWNER and ADMIN always have access to all workspace projects. They cannot be disabled with a project-level toggle.
• Only the OWNER can change another member's role. This is done directly from the members list.
• Ownership cannot be granted or transferred to another member yet. In the current version a workspace always has a single owner; ownership transfer may be added later.

3. How to add a member to one or more projects

Project access is configured inside the project itself, not inside the member card. This is a separate step after adding the person to the workspace.

1. Open the app side menu.
2. Go to Administration → Projects.
3. Find the required project in the list and tap the pencil icon to edit it.
4. On the edit screen, scroll down to the Project Members block.
5. Use the toggles in the With access and Without access lists to decide who should see the project.
6. Tap Save changes.

You can also open the broader guide on the Projects page.

The access model is now the same for both existing and newly created projects: creating a project does not automatically grant access to regular members. Workspace owners and admins keep their administrative access, while everyone else must be explicitly enabled through the Project Members block.

Final access logic

1. Add the user to the workspace.
2. Assign the correct workspace role.
3. If needed, grant access only to the required projects.

This sequence helps avoid the common situation where a person is already listed in the team but still cannot see the project or perform the expected action.