Your permissions in the Task Manager depend on two things: your Kolleno role and your relationship to the task. These work as a two-tier system. Your Kolleno role sets the ceiling. Your task relationship determines what you can do within that ceiling.

Admins have full access to everything in the Task Manager, regardless of their relationship to any individual task. They don't need to be the owner, a collaborator, or even involved in a task to view it, edit it, dismiss it, or reassign it.

In short: if you're an Admin, the task relationship rules below don't apply to you.

Members' permissions are determined by their relationship to each task. The same user can have full edit access on one task or limited access on another, depending on their role on each.

There are three possible relationships a Member can have to a task:

Within a task, each individual action has its own permission layer. This applies to both Admins and Members. Your access to an action depends on your relationship to that action — not just to the task.

Restricted view: If you have no claim on an action, you can still see it — but only a summary: the title, assignee, due date, and instructions. You cannot open the editor or see the content.

If a task has no owner, any Member in the company can view and edit it, or add actions under it — this is how tasks become self-assignable from the queue. Admins can assign to anyone; Members can only self-assign.

If your company has portfolio access enabled, you can only see tasks belonging to customers in your assigned portfolio. This applies across every view in the Task Manager — the queue, search, table view, and custom tabs.

Adding or removing a collaborator doesn't delete their record — it soft-deletes it. This preserves the audit trail.