In Holded, project permissions work on two levels:
Access to the Projects module.
The role assigned within each project.
If a user cannot see a project or cannot access its configuration, review these two levels.
1. Access to the Projects module (role in Holded)
A user’s role in the account determines whether they can access the Projects section from the main menu.
If this permission is not enabled, the user will not be able to:
See the Projects module.
Access any project.
Manage members.
You can review this setting from: Settings > Account > Users > Manage roles.
2. Role within the project
Once a user has access to the Projects module, their level of action depends on the role assigned within that specific project.
⚠️ Only users with the role Owner or Administrator can access the Configuration tab of the project.
How to add members to a project
To add users:
Go to Projects > Projects.
Open the corresponding project by clicking on it.
Click Configuration > Members (top right).
☝🏼 Only users with the role Owner or Administrator for that specific project can access the Configuration tab.
Click Add members.
Select the available users (you can use the search bar).
Click Invite.
The user will become part of the project with the assigned role.
To remove a member from the project, click Remove next to their name and confirm.
How to assign or change roles in a project
From Configuration > Members, you can define each user’s role in the Role column.
Available roles:
Owner: automatically assigned to the user who creates the project.
Administrator: has full access to configuration and can manage project members.
Manager: can approve and reject time entries.
Member: can create, edit, and collaborate on tasks, but cannot access the configuration.
To change a member’s role within a project:
Locate the user in the list.
Click the dropdown in the Role column.
Select the new role.
Confirm the action.
Frequently asked questions about members and roles in projects
Why can’t I see the project configuration?
Because your role within the project is not Administrator or Owner.
Only these roles can access the Configuration tab.
If you also cannot see the Projects module in the menu, review your account role.
What is the difference between a user role and a project role?
The user role (account level) determines whether you can access the Projects module.
The project role determines what you can do within that specific project.
They are configured separately.
Can a Manager modify the project configuration?
No. The Manager role can only manage time entries.
Who can add or remove members from a project?
Users with the Administrator or Owner role.
Can I change a user’s role at any time?
Yes. You can modify it from Configuration > Members.