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Roles and access levels

The four access levels in Leanmote — Owner, Admin, Leader, Collaborator — and what each can do.

Leanmote has five access levels. Four are assigned on the Users page; Team Leader is not — it follows team membership.


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The first thing to know is that levels add up. A person can hold more than one, and what they can do is the union. The page says so in the hint under the selector: "Everything here adds up. Team Leader is set on the Teams tab."


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The five levels


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  • Owner — everything a Manager can do, plus organization settings, and the only level that can grant Owner.

  • Manager — manage users, teams and integrations, including assigning access levels — a Manager can grant Manager, Collaborator and Bot, but not Owner. The rule is that you can grant your own level or anything less privileged. Access every metric area — delivery, cost and AI — plus Strategic Overview and the Actions Hub. Create and share views.

  • Team Leader — a collaborator who leads a team. Can access their team's delivery and AI metrics, plus Strategic Overview and the Actions Hub, and create and share views. Assigned automatically from the Teams page, not here.

  • Collaborator — standard member. Connects their own productivity tools, views dashboards shared with them, and sees their own AI usage.

  • Bot — service or automation account, not expected to sign in interactively.


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What "Manager" is called


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If you're looking for Admin, it's Manager. The level is the same one older documentation and some internal code still call admin; the label everyone sees in the product is Manager.


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Assigning a level


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Open a user on the Users page and edit their access levels. Because levels add up, you add and remove them rather than picking one.


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Team Leader is the exception: it's set by making someone a manager of a team, on the Teams page. Adding it by hand on the Users page isn't how it works — the selector's hint points you to the Teams tab.


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Downgrading yourself


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If you remove your own privileges the product stops you to confirm, and it lists exactly what goes:


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  • Users and Teams management

  • Every metric area — delivery, cost and AI — plus Strategic Overview and the Actions Hub

  • Integration configuration

  • Organization settings and access level management


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The warning is worth reading: you'll need another Owner to restore your access, and it takes effect immediately. That's the strongest argument for the policy below.


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Recommended access policy


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  • At least two Owners. Not for convenience — because an Owner is the only one who can restore access, and a single Owner who downgrades themselves or leaves the company locks the organization out of its own settings.

  • Managers for whoever runs the tooling — the people who connect integrations and maintain users and teams.

  • Engineering managers get Team Leader through the Teams page, not by hand. That way their access follows the team they actually lead, and it stays right when teams change.

  • Collaborators by default. Everyone still connects their own tools and sees their own AI usage; nobody is blocked from working.

  • Bot for service accounts. It keeps automation out of the human roster and signals that nobody should expect it to sign in.


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Related articles


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  • Users management

  • Teams management

  • SSO and SCIM

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