Rights management: shape what your members can see and do

by
Joost Schouten
Co-founder and Circle Lead at Nestr
Published on
May 26, 2026

Rights management lets you shape what every member of your workspace can read, create, update, and delete. It works in two layers: a baseline that applies to everyone, and named permission profiles you can attach to individual users or to roles inside circles. When a profile is attached to a role, anyone filling that role picks the profile up while assigned and loses it as soon as they step out of the role.

This guide walks through where to find the editor, how the baseline works, how to build a custom profile, and the two ways to hand a profile to your members. For context on workspace members and the built-in owner / admin roles, see Managing users, invitations and permissions.

Where to find it

Rights management lives on your workspace settings page. As a workspace admin, open the workspace, then go to Workspace settings → User Permissions & Domains. Scroll past the invitation permissions and the associated domains list, and the Rights management section sits at the bottom.

[SCREENSHOT: Workspace settings page with the Rights management section highlighted at the bottom of the User Permissions and Domains tab.]

Pro plan and trials

Rights management is part of the Pro plan. Workspaces on the Free or Starter plan see the editor in read-only mode with a prompt to start a two-week trial or to upgrade. The trial unlocks the full editor immediately. While trialing the Pro plan, the upgrade prompt offers to make the trial permanent. See Pricing and plans for the plan details.

Default member rights

The two cards at the top of the Rights management section define the rights every workspace member starts with. Use these to widen or narrow the standard behaviour without having to assign anything to anyone.

  • Default workspace member rights: applies to every member, everywhere in the workspace.
  • Default circle member rights: applies inside the circles a member is assigned to. This card only appears if self-organisation is enabled on the workspace.

Each card shows “Using system defaults” until you add something to it. Click the pencil icon to open the editor. The editor only carries rules where you want to change the default, so leaving a row at “Default” means Nestr falls back to its built-in behaviour for that item.

[SCREENSHOT: The Default workspace member rights and Default circle member rights cards, both showing “Using system defaults” with the pencil edit icon visible.]

Custom permission profiles

Below the defaults you will find the Custom profiles list. A profile is a named bundle of rights you can hand out to specific people or attach to roles. Profiles are the right tool when only some members need certain access, or when the access should change as people move in and out of roles.

[SCREENSHOT: The Custom profiles section with one or two example profiles listed and the “New profile” button visible.]

Create a profile

  1. Click New profile.
  2. Give it a clear name. The name shows up wherever you hand the profile out, so write what it does: “Project lead”, “Read-only auditor”, “Comments only”.
  3. Pick a scope (see below).
  4. Add rows for the items you want to control and set Yes, No, or Default for each operation.
  5. Click Create profile.

Scopes

Scope controls where a profile’s rights apply when someone holds it. There are four options:

  • Circle: only nests inside the circle where the profile was granted. Sub-circles are not included. This is what you want when you attach the profile to a role, so the role filler gets the rights inside the role’s own circle.
  • Circle + sub-circles: the circle and everything below it.
  • Workspace: the whole workspace, no matter where the profile was granted.
  • Tree: everything below the nest the profile is attached to, no matter what kind of nest that is.

For most role-driven profiles, Circle is the right pick. It keeps the rights inside the circle the role belongs to.

The grants matrix

Inside a profile, the Rights table is where you define what people with this profile can do. Each row covers one item type. To add a row, pick from the Add item rights… dropdown.

The dropdown is grouped:

  • Types: broad buckets like “All nests”, “Comments”, “Feedback”, and “Todos (no system label)”.
  • System labels: built-in labels like Project, Role, Circle, and Metric.
  • Workspace labels: any custom labels created for this workspace (see Labels, custom fields and OKRs).

Each row has these controls:

  • Limit: narrows who the rule applies to. “No limit” applies to everyone in scope. “Assigned” only applies to people assigned to that specific item. “Parent assigned” only applies to people assigned to the parent of that item (handy for sub-tasks of a project a user is assigned to, for example).
  • Read, Create, Update, Delete: pick Yes to allow, No to forbid, or Default to leave Nestr’s normal rule in place.

More specific rows win over less specific ones. So a row for the Project label overrides a row for “All nests”, and “All nests” only kicks in for items that no other row covers. Within one operation a No on a more specific row also overrides a Yes on a broader row.

[SCREENSHOT: A custom profile being edited, with a couple of rows in the Rights matrix (for example “All nests” and “Project”) showing the Limit and the four operation dropdowns.]

Field-level rights and extra controls

The plus button on the right of each row adds a sub-row underneath it. Sub-rows give you finer control over the same item type without adding more top-level rows.

You can add:

  • Assignable: control whether people with this profile can be assigned to items of this type by anyone.
  • Assign children: control whether they can assign other users to items below this one (useful for letting someone manage role assignments inside a circle without being a circle admin).
  • Comments: a separate read / create / update / delete row just for comments on items of this type. Turning read off here hides the comments section entirely.
  • Field overrides: pick a field (Title, Purpose, Description, Users, Labels, Due, Completed, or any custom field defined on the label) and override the Read or Update rule for that one field. For example, set Users → Update to Yes on the Role label to let someone assign people to roles even when they cannot otherwise edit the role.

Click the trash icon next to any sub-row to remove it.

[SCREENSHOT: A row with sub-rows expanded, showing an “Assignable” sub-row, a “Comments” sub-row, and a “Users” field override.]

Two ways to hand out a profile

Profiles do nothing on their own. They take effect when you attach them to a user. There are two paths.

Path 1: Assign directly on the workspace users page

Open Workspace settings → Users and click a user. The user panel lists every workspace-level right you can toggle for that person. Every custom profile in the workspace appears here with a switch. Flip the switch on to grant the profile, off to revoke it.

This path is the right one when an individual needs the rights regardless of which roles they fill. Auditors, security reviewers, finance admins, and similar workspace-wide functions fit this pattern.

[SCREENSHOT: The workspace users page with one user expanded, showing the Assigned rights section with switches for Workspace administrator, Workspace owner, and one or more custom profiles.]

Path 2: Attach the profile to a role inside a circle

This is the path that makes rights follow the work. When a profile is attached to a role, anyone filling that role picks up the profile inside that role’s circle. As soon as they step out of the role, the profile is removed from that circle context. Nothing else about the user changes.

  1. Open a role inside a circle.
  2. Open the role’s About panel.
  3. Find the Circle admin rights field.
  4. Pick a profile from the dropdown. The built-in options come first (Normal member, Circle admin, Role assigner, Circle + sub-circles admin). Your custom profiles appear below them.

[SCREENSHOT: A role’s About panel with the “Circle admin rights” dropdown open, showing the built-in options at the top and a custom profile listed below.]

From now on, whoever fills the role gets the profile inside the role’s circle automatically. Assign three people, all three get it. Remove one, only that person loses it. Add a fourth, they pick it up on the spot.

A few things to know:

  • A person can fill several roles in the same circle. If each role attaches a different profile, the user holds all of them at once. The rights are merged using the most permissive value per operation.
  • When the last role granting a custom profile is removed from a user, the profile is taken away from that circle context. Other circles where the user holds the same profile through a different role are not affected.
  • Rights from the role path stack with the default circle member rights and with any profiles assigned directly to the user. The most permissive value wins on each operation.

For background on roles, circles, and the four core governance roles, see Building your org structure.

Auto-apply for new members

Workspace-scoped profiles support two auto-apply triggers. When enabled, Nestr attaches the profile to a new member automatically as they join.

  • Domain match: the new user’s email domain matches an associated workspace domain.
  • Invite link: the user joined through a workspace invite link.

Auto-apply is only available on profiles scoped to the workspace. Circle, Circle + sub-circles, and Tree scopes have no anchor at the moment of join, so the triggers do not apply.

[SCREENSHOT: A workspace-scoped profile being edited, showing the “Auto-apply to new members” section with the Domain match and Invite link toggles.]

How rights are resolved

For a given user looking at a given item, Nestr layers the rules in this order:

  1. Default member rights: the workspace baseline and (if relevant) the circle baseline.
  2. Profiles assigned directly to the user: from the workspace users page.
  3. Profiles attached to roles the user fills: scoped to the circle of each role.
  4. Built-in admin roles: workspace owner, workspace admin, and the built-in circle admin shortcuts always keep their full powers.

Within each layer Nestr merges using the most permissive value. Across layers, more specific rows (a label-specific row) still win over less specific ones (a type wildcard or “All nests”). A “No” on a specific row will block a “Yes” on a broader row in the same profile, so use specific denies sparingly.

If you set a row to Default, Nestr falls back to its built-in behaviour for that operation. Default is not the same as “No”: it is “let Nestr decide as it normally would”.

Why this matters for AI agents

When AI agents fill roles in your workspace, the same model that lets a human stay in their lane lets an agent do the same. Permission profiles are role-based access control by construction: an agent inherits rights only from the role it currently fills. The role definition shapes what it should do. Rights management enforces what it can do. The combination prevents role bleed, the failure mode where an agent acts well past its assignment simply because nothing technical stopped it.

This matters more for agents than for humans because the drift can happen in a single session and at machine speed. By the time anyone notices, the agent has read data it should not have, created items in places it had no business creating them, or assigned people to roles outside its authority. Tying every permission to a role and revoking it on unassignment gives you scoped credentials per agent identity, evaluated on every action, with the same audit trail as human work.

For the wider picture see Agent governance and Permission creep.

Tips

  • Name profiles for what they let people do, not for which team they were built for. “Read-only auditor” travels better than “Finance team”.
  • Start with the default member rights. If most people need the same change, put it there and skip the per-person work.
  • Use the role path whenever the rights belong with a function rather than with a person. The person who fills the Treasurer role this quarter should get treasurer access for as long as they fill the role, not forever.
  • Profiles scoped to Circle are usually what you want for role-attached profiles. The rights stay inside the circle the role belongs to.
  • Default is your friend. Leave operations you do not care about at Default so the system keeps handling them as expected.

Common questions

What is the difference between workspace admin and a permission profile?

Workspace admin is the built-in highest-privilege role. It configures applications, integrations, billing, and the rights model itself. A permission profile is a named bundle of fine-grained CRUD rights you build in the editor. Profiles let you delegate specific powers without granting full admin.

What happens when a user is unassigned from a role?

Rights granted through that role are revoked immediately. If the same user holds the same rights through another role in the same circle, those are kept. Rights assigned directly on the workspace users page are kept too. Only the rights granted by the role they stepped out of are removed.

Can permission profiles control what AI agents can do?

Yes. AI agents fill roles in Nestr the same way humans do, and they pick up the permission profile attached to that role. If a role’s profile lets the filler create projects in one circle but only read in another, an AI agent in that role inherits exactly those boundaries.

How does this compare to access control in other self-organisation tools?

Most self-organisation tools treat permissions as a fixed three-tier model: member, admin, owner. Nestr’s rights management is a full permission profile editor with per-label and per-field grants, four scopes, tri-state values, row-level limits, and profiles that stack via role assignment. The result is role-based access control customised to your structure, not a coarse permission switch.