Skip to content
English
Submit a Support Ticket
Contact us
  • There are no suggestions because the search field is empty.

Internal Policy Templates for Asana Access

Create a consistent internal policy for assigning Asana access roles using predefined templates and examples based on team structure.

Overview

Establishing a clear internal access policy for Asana is a best practice that helps your organization maintain consistency, transparency, and security across teams. While Asana does not provide formal "policy templates," you can create your own internal guide for assigning user roles and permissions that align with your organizational structure.

This article outlines best practices and a sample framework for assigning access based on job role, team function, and level of responsibility.

Why You Need an Internal Access Policy

  • Reduce confusion and permission errors by clearly defining access expectations.

  • Minimize security risk by limiting access to sensitive data and projects.

  • Support scale and onboarding by giving teams a consistent reference for who gets what level of access.

  • Streamline collaboration by ensuring users have the right access to get work done without bottlenecks.

Asana Access Levels Overview

Here are the key access levels available in Asana:

  • Super Admin – Full control over organization-wide settings, user provisioning, and authentication. Reserved for IT and security leads.

  • Admin – Can manage users, teams, and some security and billing settings. Often assigned to department leads or operations managers.

  • Team Member – Can create and collaborate on projects and tasks within teams they’re part of. This is the standard access for most users.

  • Guest – External collaborators who only have access to the specific tasks or projects they’ve been invited to.

Sample Team Access Policy Template

Here’s an example of how a team might be structured in Asana, using a marketing department:

Example: Marketing Team

Role Asana Access Level Typical Permissions
VP of Marketing Admin or Team Member Access to all team projects; limited admin settings if needed
Marketing Manager Team Member Full project access; creates campaigns, manages team workflows
Marketing Analyst Team Member (limited) Access to analytics and reporting projects
Copywriter Project Member Access only to content production projects
External Designer Guest Comment-only or limited project access for specific deliverables

Notes:

  • Department heads can be admins within their own team scope but don’t need full org-level admin access.

  • Individual contributors should be added only to the projects they actively participate in.

  • External collaborators should be guests with the minimum necessary permissions.

Implementation Tips

  • Document your policy and make it accessible to team leads and IT.

  • Include a standard onboarding checklist that assigns roles when new users are added.

  • Audit access quarterly to ensure roles still align with responsibilities.

  • Use naming conventions to clearly indicate internal vs. external collaborators in project member lists.

  • Bookmark this link or download our Policy Template Document here.