Four roles. Three internal, one external. Each with a clear scope so your team and your partners always have the right level of access.
Runs the workspace. The only role that can touch billing, integrations, and workspace-wide settings. The only one that can remove a user or grant Admin to someone else. Otherwise unrestricted on which hacktions or memos they can see or edit.
Runs the day-to-day work. Their reach is scoped: they can see a plan's hacktions only if they own it, are assigned a hacktion in it, or created one in it. Can invite new people (Member or Stakeholder only), create work for others, and see the workspace directory.
Can only edit or delete hacktions they personally created. Cannot touch billing, integrations, grant Admin access, or remove a user.
Does the work. Sees every hacktion in plans they are part of and can update the status of items assigned to them, through the app, Teams/Slack, or the bot. Can create memos.
Cannot create hacktions, cannot edit beyond the status of assigned items, cannot see the workspace directory. Thingz AI in the web app is not yet available; Teams/Slack bot access is full.
An external participant looped in on a specific commitment. Sees only hacktions assigned to them. No memos, no workspace directory, no access to Carson at all.
Can accept, update status of, or comment on their assigned hacktions through the app, Teams/Slack bot, or notification cards. Gets notified when something involving them happens.
About seats: Admin, Project Manager and Project Member all draw from the same internal seat count. Stakeholder draws from a separate external user allowance.
1 paid seat gives access to 1 internal user slot (Admin, Project Manager or Project Member) + 1 external Stakeholder slot + a base AI token allowance.
For instance: 10 paid seats gives you 10 internal user slots + 10 external Stakeholder slots + a base AI token allowance proportional to the number of paid seats.
| Capability | Admin | Project Manager | Project Member | Stakeholder |
|---|---|---|---|---|
| Seat type | ||||
| Seat type | Internal | Internal | Internal | External |
| Hacktions | ||||
| View hacktions assigned to them | ✓ | ✓ | ✓ | ✓ |
| View every hacktion across the workspace | ✓ | Owned plans or plans they are involved in | Plans they are involved in | Assigned only |
| Update status of a hacktion assigned to them | ✓ | ✓ | ✓ | ✓ |
| Edit other fields (title, due date…) on a hacktion assigned to them | ✓ | ✓ | — | — |
| Create hacktions | ✓ | ✓ | — | — |
| Edit hacktions they did not create | ✓ | Created only | — | — |
| Delete hacktions | ✓ | Created only | — | — |
| Memos | ||||
| Read any memo | ✓ | ✓ | ✓ | — |
| Create or edit memos | ✓ | ✓ | ✓ | — |
| Workspace | ||||
| See the team-wide dashboard | ✓ | ✓ | — | — |
| Invite new people | ✓ any role | Member or Stakeholder only | — | — |
| Change someone else's role | ✓ any role | Member/Stakeholder only, cannot grant Admin | — | — |
| Remove a user from the workspace | ✓ except self | — | — | — |
| Edit own profile | ✓ | ✓ | ✓ | ✓ |
| View the workspace directory | ✓ | ✓ | — | — |
| Billing and settings | ||||
| Billing, subscription, workspace settings | ✓ | — | — | — |
| Buy additional AI usage credit | ✓ | — | — | — |
| Connect or manage integrations | ✓ | Read status only | — | — |
| Thingz AI | ||||
| Use Thingz AI in the web app | ✓ | ✓ | Coming soon | — |
| Use Thingz AI via Teams/Slack bot | ✓ | ✓ | ✓ | ✓ |
| Notifications | ||||
| Receive notifications on items assigned to them | ✓ | ✓ | ✓ | ✓ |
Carson is configured at two levels: workspace-wide settings controlled by Admin only, and personal preferences each internal user manages for themselves. Stakeholders have no access to Carson.
| Capability | Admin | Project Manager | Project Member | Stakeholder |
|---|---|---|---|---|
| Access to Carson | ✓ | ✓ | ✓ | — |
| Turn Carson on/off | ✓ | — | — | — |
| Change Carson default schedule | ✓ | — | — | — |
| Opt in/out of Carson automatic updates | ✓ | ✓ | ✓ | — |
| Set personal Carson schedule | ✓ | ✓ | ✓ | — |
| Receive Carson proactive check-ins | ✓ | ✓ | ✓ | — |
No credit card required. Early bird 2026 pricing locked for 12 months.