Users can be assigned roles which imply the actions that they are allowed to perform in Drag.

User roles and permissions are included in the Plus and Pro plans.

Types of default roles

There are four pre-defined roles available by default.

Super admin: This role allows the super admin to have complete access to everything inside Drag, including email sequences, automations, reports, billing and integrations. There is only 1 Super Admin per team subscription.
Account admin: Accounts admins have the same powers as Super Admins, however, they cannot map other users as Account Admins.
Board admin: Board admins can create and manage shared boards, including board tags, members, board configurations, custom fields, delete conversations or mark them as spam, across all boards that they’re part of.
Member: Members can manage and respond to conversations and have access to basic functionality on boards such as reply, forward, assign or drag and drop.

View below the detailed list of actions that each role is allowed and not allowed to perform in Drag:

Action	Member	Board Admin	Account Admin	Super Admin
Reply/ forward emails	✅	✅	✅	✅
Create cards	✅	✅	✅	✅
Archive cards	✅	✅	✅	✅
Move cards	✅	✅	✅	✅
Assign cards	✅	✅	✅	✅
Assign due dates	✅	✅	✅	✅
Change colors	✅	✅	✅	✅
Add, edit or delete notes, subtasks or live chat messages	✅	✅	✅	✅
Mark cards as read/unread	✅	✅	✅	✅
Mark cards as starred	✅	✅	✅	✅
Upload files to cards*	✅	✅	✅	✅
Merge cards*	✅	✅	✅	✅
Assign Custom Field values to cards**	✅	✅	✅	✅
Send email templates / sequences	✅	✅	✅	✅
Create, rename or delete boards	❌	✅	✅	✅
Configure boards (reply as default, where replies load)	❌	✅	✅	✅
Add or remove users from boards	❌	✅	✅	✅
Create, edit or delete tags	❌	✅	✅	✅
Create, edit, reorder or delete columns	❌	✅	✅	✅
Delete emails or mark as spam	❌	✅	✅	✅
Create, edit or delete new Custom Fields on boards**	❌	✅	✅	✅
Create, edit or delete email templates / sequences	❌	❌	✅	✅
Create, edit or delete automation rules	❌	❌	✅	✅
Access reports & analytics	❌	❌	✅	✅
Manage billing & invoices	❌	❌	✅	✅
Switch or add new users to subscription	❌	❌	✅	✅
Access and manage integrations	❌	❌	✅	✅
Map users to Board Admin or Member roles*	❌	❌	✅	✅
Map users to Account Admin or Super Admin roles*	❌	❌	❌	✅

*Available in the Plus and Pro plans
**Available in the Pro plan

Custom roles

Drag also supports the creation of custom roles from 30+ different permissions. Click here to learn more about it.

How to assign roles

To map users to different roles, you need to have an active subscription with Drag. To do that:

Click on the Drag icon on the top right to open your admin panel.
Click on "Users and Roles" > "Users" to view the list of existing users in your subscription.



Click on the pen icon next to the user you wish to assign a role.
Select the role you wish to assign to that user and click on "Save changes".



Still have questions? Our Support team would love to help at support@dragapp.com.

Updated on: 12/09/2023