Roles and permissions
Preset roles — and custom roles on Team — decide who can create, edit, approve or administer. Agents get a role too.
How it works
From sign-up to a team that runs on Projoint.
Set up the team, plan the work, run the day — and, if you want, bring in AI agents that propose before they act.
- 01
Set up your team
Sign up free, create a team and invite people. Give each a role, and invite clients to only the projects they should see.
- 02
Plan the work
Create projects and tasks with deadlines. Lay them out on a board, or on a timeline with milestones.
- 03
Work day to day
Everyone plans their day in My Work, talks in chat topics next to the tasks, and tracks time as they go.
- 04
Add AI when you want it
Connect Claude, ChatGPT or Cursor over MCP on any plan. On a paid plan, add your own AI key for the built-in assistant and agents.
Human in the loop
How much an agent may do is your call.
Every new agent starts at L2: it drafts, you approve. Move it up or down one step at a time, per agent. Agents need a paid plan and your own AI key.
- L1
Suggest
Surfaces suggestions for a person to apply. Nothing changes on its own.
- L2
Draft
The default for every new agent. Drafts comments and changes for you to approve.
- L3
Supervised
Acts directly on low-risk changes, with a 24-hour window to undo.
- L4
Bounded
Works on its own inside the scope you set explicitly.
- L5
Trusted
Broad scope — but still never deletes, emails outsiders or touches billing.
Governance
Control is built in.
The same controls that apply to people apply to agents — an agent is a team member with a role.
Approvals and activity
Require approval for selected status changes. Approvals, role changes and agent runs land in an activity timeline you can export.
Budgets and pause
Each agent has a monthly spend cap and a step limit, and can be paused at any time.
Bring your team’s work into one place.
Free for up to 10 members. No card required. Add AI with your own key when you’re ready.