For AI agents: a documentation index is available at /llms.txt. A markdown version of this page is available at /guide/community/usage/users-and-roles.md.

CommunityUsing Orangescrum

Users and roles

Invite people, understand the two roles, and manage access in a single-company install.

The Community Edition has two roles and one company. There is no custom role builder, no permission matrix and no multi-tenancy — those are commercial features.

#The two roles

RoleCan do
AdminEverything: manage users, create and delete any project, change company settings, see all data
UserWork inside projects they are a member of — create and edit tasks, comment, upload, log time

Access control is therefore mostly about project membership: a user sees a project only if they belong to it.

Admins see everything

There is no way to hide a project from an admin. If some work must be invisible to certain people, they cannot be admins.

#Inviting people

  1. Open Users

    Users in the sidebar. Admin only.

  2. Send an invitation

    Enter the email address and pick the role.

  3. They accept

    The invitation email contains a link built from FULL_BASE_URL. If that setting is wrong, the link points nowhere useful.

  4. Add them to projects

    A new user with no project memberships sees an empty workspace. This step is easy to forget.

Invitations need working email

Without SMTP configured, no invitation is ever delivered — and the failure is silent from the inviter's point of view. Configure mail first: see Configuration.

#Deactivating someone

Deactivate rather than delete. Deactivating blocks sign-in while keeping their tasks, comments and logged time intact and attributable.

  1. Reassign their open work first

    Tasks stay assigned to a deactivated user and drop out of everyone else's view. Reassign before deactivating, not after.

  2. Deactivate the account

    From the Users list.

  3. Check the admin count

    Never leave the instance without at least one active admin. If you do, the only way back is the CLI.

If you are locked out:

bash
docker compose exec orangescrum-app php bin/cake.php change_admin_password

#Two-factor authentication

The TwoFactorAuth plugin ships as part of the login flow. Enable it for admin accounts at minimum — an admin account on a self-hosted instance is the keys to everything.

#Passwords and resets

Resets go by email, so they depend on the same SMTP configuration as invitations. Test the reset flow with an account you control before you need it in anger.

#What's not here

  • Custom roles and granular permissions
  • Teams and business units
  • Multi-company / multi-tenant workspaces
  • SSO, LDAP, SAML
  • Guest or client-only accounts
  • User audit trail
⬆️Upgrading

How to move to a newer Community release safely.