User Types in Jugl

Jugl supports different types of users to match the various roles in your organization:

  • Team Members: Your internal users who manage, assign, and complete work.

  • External Users: Limited-access users such as vendors, partners, or clients who can view or collaborate on assigned work.

  • Guest Users: View-only participants added for oversight, compliance, or consultation purposes.

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Role-Based Access
Control

Jugl comes with a powerful Role-Based Access Control system, allowing you to:

  • Define specific roles for users (e.g., Admin, Manager, Contributor, Viewer).

  • Set permissions for viewing, editing, assigning, and managing tasks and modules.

  • Control access to forms, files, chats, dashboards, and workflows.

Each role can be customized to meet your organization’s structure, from department leads to field agents.

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Default Roles in Jugl

Here are some of the most commonly used roles in Jugl:

Platform Admin

Full access to all modules, settings, user management, and automation.

Platform Admin

Department Head / Manager

Access to assign tasks, manage team workflows, view dashboards and reports.

Department Head / Manager

Team Member

Can create, edit, and complete their assigned work elements.

Team Member

Task Viewer

Limited to view-only access to specific tasks, messages, or files.

Task Viewer

External Collaborator

Can contribute to specific assigned work with restricted visibility.

External Collaborator

Granular Permissions for Every Module

Jugl allows you to fine-tune permissions across modules, including:

Tasks

View, create, assign, edit, delete

Granular Permissions

Chats & Groups

Join, post, tag, create groups

Granular Permissions

Forms

Submit, approve, track, export

Granular Permissions

Catalogs

View, manage items, attach to tasks

Granular Permissions

Files

Upload, download, share, delete

Granular Permissions

Dashboards

Customize views, filter data, restrict widgets

Granular Permissions

Reports

View, export, customize based on department

Granular Permissions

Travel Log

Log team travel, track travel distance

Granular Permissions

Automation

Create, edit, execute, limit by role

Granular Permissions

Custom Roles &
Permission Templates

Need a role that doesn’t fit the default options? Jugl lets you:

  • Create custom roles based on your structure

  • Build permission templates for specific departments or project types

  • Apply templates across teams to save time and ensure consistency

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Secure, Scalable,
and Role-Specific

Whether your users are in HR, Sales, Operations, or Field Teams Jugl ensures that:

  • They only see what they need to see

  • They can only take actions they are authorized for

  • Your data and workflow remain secure and organized

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Work Data Access Permissions

In Jugl, data access is not just role-based — it’s also work-specific. Each Department Head or Project Owner can control who gets access to Work Data and related Chat Groups. Only authorized users can view or participate in a specific work item, form, task, or discussion.

Admins or managers can:

  • Add or remove access at any time

  • Ensure only the right people see sensitive or team-specific data

  • Maintain visibility control across tasks, chats, files, and project details

This fine-grained access control helps keep collaboration focused, information secure, and departmental boundaries clear — while still enabling cross-functional work when needed.

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Control access, empower teams

Give the right people the right access at the right time. Jugl's flexible permission system lets you delegate with confidence, enabling seamless collaboration across your organization.

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