feat: Add role-based access for invited clients

[ccachoulet]

Problem Statement

Right now, when inviting external people (such as clients) into a project, there’s no way to control their level of access. This makes it difficult to safely share project progress without giving too many permissions.

Proposed Solution

Introduce role-based access control with at least one dedicated role for external stakeholders (e.g., “Client”).

• Clients would only have access to the specific project(s) they are invited to.
• They should not be able to create new projects or manage system-wide settings.
• Clients could have read-only access to project status, tasks, and progress.
• They could reply to comments in the project to collaborate and give feedback, but not edit tasks or workflows.
• Admins/owners could assign roles when inviting users.

Alternative Solutions

Share project updates outside of Kaneo (emails, screenshots, exported reports), but this reduces transparency and increases manual work.

Give clients standard access, but that risks unintended changes or exposure of sensitive information.

Relevant Context

Many teams need to keep clients in the loop while maintaining control of their internal workflows. Other project management tools (e.g., Jira, Trello, Linear) provide “guest” or “viewer” roles for this exact use case.

Does this feature align with Kaneo's focus on simplicity?

Yes, because role-based access ensures that external stakeholders can transparently follow project progress without complicating workflows for the core team. It provides clarity and control while keeping the user experience simple.

[usekaneo[bot]]

🎯 Task created - feat: Add role-based access for invited clients

Task Details

• Task ID: wt5hf3nb20pgpiqiwx6xwgyq
• Priority: medium
• Status: to-do

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