In Pike, each user is assigned an individual role that grants them specific access rights and permissions within the platform. These roles are designed to ensure that users can perform their tasks effectively while maintaining the security and integrity of the workspace.

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Available Roles

Here are the current five roles available in Pike:

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Admin

The Admin role has the highest level of access within a workspace. Users with this role can:
  • View, edit, and delete all content within the workspace.
  • Manage user roles and permissions.
  • Configure workspace settings and features.

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Manager

The Manager role is designed for users who oversee projects and teams. Those with this role can:
  • View, edit, and delete all project-related content.
  • Manage team assignments and monitor progress.
  • Collaborate with team members to ensure project success.

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Finance

The Finance role is tailored for users responsible for financial management within the workspace. Users in this role can:
  • Access financial reports and invoicing information.
  • Manage budgets and expenses related to projects.
  • Ensure compliance with financial policies and procedures.

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HR

The HR role is focused on managing personnel within the workspace. Users with this role can:
  • Manage members at the workspace level.
  • Edit personal details of team members.
  • Oversee onboarding and offboarding processes.

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Basic

The Basic role is intended for general users who require limited access. Those with this role can:
  • View projects assigned to them.
  • Edit tasks that are specifically assigned to them.
  • Collaborate with team members on their assigned tasks.

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User Interface & Access Control

Each role in Pike has a customized user interface that reflects their permissions:
  • Admin: Full sidebar access including Workspace Settings, Members, Finance, and all other sections
  • Manager: Access to Projects, Teams, Tasks, and Members sections
  • Finance: Primarily sees Finance and Customer-related sections
  • HR: Focus on Members section with limited visibility of other areas
  • Basic: Only sees Projects and Tasks sections they’re assigned to

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Action Restrictions

Even if users occasionally see UI elements they don’t have permission for:
  • Attempting unauthorized actions will trigger clear error messages
  • Example: “You don’t have permission to perform this action. Please contact your workspace admin.”
  • This provides an additional layer of security beyond UI customization

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Data Privacy

We take a multi-layered approach to access control:
  1. UI customization to show relevant options
  2. Permission checks on all actions
  3. Strict data access controls at the API level
  4. Comprehensive audit logging of access attempts
This ensures that sensitive data remains protected while maintaining a smooth user experience appropriate to each role’s responsibilities.