User Permissions and Access - Teamwork.com Support

Within Teamwork.com, user permissions and access levels you can grant to each user will vary for the different user license types on your site.

Standard users can have full access to your site with permissions right up to site administrator level if you wish.

Client users can be granted similar project-level permissions to standard users but cannot have any administrator privileges on your site. They do not count towards the cost of your subscription. Clients can be on a maximum of 5 active projects associated with the external company in which they are a member.

✔ Client users are available on Deliver, Grow, and Scale subscriptions ¹

When you add a user as a collaborator, they do not count towards the cost of your subscription but they have reduced permissions compared to standard users and client users.

Project permissions

At project level, you can customize which individual permissions each user is granted. This table outlines which permissions are supported for each user license type.

📝 Site administrators

Inherit all project permissions automatically when added to a project.
Must be explicitly added to a project in order to be assigned to items or log time on the project.
In the owner company can view and manage project items without being a project member.

Permission	Standard User	Client User	Collaborator
Project administrator ¹	✔	✗	✗
View Project Updates	✔	✔	✗
- Add Project Updates	✔	✔	✗
View Tasks & Milestones	✔	✔	✔
- Add Milestones	✔	✔	✗
- Add Task Lists	✔	✔	✗
- View Estimated Time	✔	✔	✗
- Add Tasks	✔	✔	✗
View Messages & Files	✔	✔	✔
- Add Messages ²	✔	✔	✔
- Add Files ²	✔	✔	✔
View Time Log	✔	✔	✗
- Can View Other People's Time	✔	✔	✗
- Can Access Billing	✔	✔	✗
- Can Log Time	✔	✔	✗
View Notebooks	✔	✔	✔
- Add Notebooks	✔	✔	✗
View Risk Register	✔	✔	✔
- Add Risks	✔	✔	✗
View Links	✔	✔	✔
- Add Links	✔	✔	✗
View Forms ³	✔	✗	✔
- Add Forms	✔	✗	✗
View People ⁴	✔	✔	✗
View Project Budget ⁵	✔	✔	✗
- Manage Project Budget	✔	✔	✗
- View Project Budget Profitability ⁶	✔	✔	✗
View Hourly Rates ⁷	✔	✔	✗
- Edit Hourly Rates	✔	✔	✗
Manage Project's Custom Fields	✔	✔	✗
Set Privacy on Items	✔	✔	✗
Is Just an Observer Here	✔	✗	✗

_{1. The
ability
for
project
administrators
to
add
new
users
to
the
account
is
a site-level
setting. This
setting
is
enabled
by
default
and
can
only
be
managed
by owner
company
site
admins. Project
admins from
external
companies can
only add users
from their own
company, or
users they
already share
projects in
common with,
to the
project.}

_{2. For
collaborators,
the Add permission for
messages and
files only
allows them
edit access to
items they

create.}

_{3.
Collaborators
with
permission
to View
Forms can
only view
the
published
form, not
the
form
editor.}

_{4. Users
in
the
owner
company,
as well as
users with
the
profile
permission
to manage
people
and
companies,

always
have
permission
to
view
people on
projects.}

_{5. The View Time
Log permission
needs to be
turned on in
order to grant
a standard
user or client
user
permission
to View
Project
Budget. Collaborators
cannot be granted any
budget-related
permissions.}

_{6.
The View Project Budget and Manage Project
Budget permissions
need to be
turned on in
order to grant
a
standard user
or client user
permission
to View Project Budget
Profitability.
Granting
all three permissions also
allows
the user to create and manage
fixed fee
budgets.}

⚠️ _{Enabling
this permission may (in some
cases) allow the user to
calculate
other users' cost rates. Ex.
If
only one user has logged eight
hours and the budget's
reported
cost is $800, it can be
concluded
that said user's cost rate is
$100/hour. Only enable if you
understand and accept
this.}

_{7.
The View
Time
Log permission
needs to be
turned on in
order to grant
a
standard user
or client user
permission
to View
Hourly
Rates.
Collaborators
cannot be
granted
permission to View or Edit
Hourly
Rates.}

Project feature access

Access to the different tabs of a project are dependent on:

The project feature being turned on for the project.
The user having the specific project permission to view the feature. Access to some features cannot be granted to certain user types.

📝 If a client user collaborator needs access to a restricted permissions, they will need to be upgraded to a standard user.

Access Areas	Project Admin	Standard User	Client User	Collaborator
Project Level:
Dashboard	✔	✔	✔	✔
List (Tasks)	✔	✔	✔	✔
Board (Tasks)	✔	✔	✔	✔
Gantt (Tasks)	✔	✔	✔	✔
Milestones	✔	✔	✔	✔
Messages	✔	✔	✔	✔
Files	✔	✔	✔	✔
Time	✔	✔	✔	✗
Finance	✔	✔	✔	✗
- Billing	✔	✔	✔	✗
- Budgets	✔	✔	✔	✗
- Project profitability ¹	✗	✗	✗	✗
Notebooks	✔	✔	✔	✔
People (view access)	✔	✔	✔	✗
- Manage People	✔	✗	✗	✗
Settings	✔	✗	✗	✗

_{1. The project
profitability
panel in a project's Finance >
Budgets
area is only accessible to owner
company
site administrators.}

Site-level feature access

Access to various site-level areas are also conditional on user type. Many of these features are also tied to user profile permissions.

Access Areas	Standard User	Client User	Collaborator
Quick Add	✔	✔	✔
Search	✔	✔	✔
Home	✔	✔	✔
- My work	✔	✔	✔
- My projects	✔	✔	✔
- Activity	✔	✔	✔
- Inbox	✔	✔	✔
- Dashboards	✔	✔	✗
- My timesheet	✔	✔	✗
- My calendar	✔	✗	✗
Projects	✔	✔	✔
- List (all projects you have access to)	✔	✔	✔
- Archived projects	✔	✔	✔
- Project Templates	✔	✗	✗
Time	✔	✔	✗
- My timesheet	✔	✔	✗
- Company timesheet	✔	✔	✗
- All time	✔	✔	✗
- Approvals	✔	✗	✗
More
- Everything	✔	✔	✗
- Planning	✔	✔	✔
- Workload	✔	✗	✗
- Schedule	✔	✗	✗
- Overview	✔	✔	✗
- Portfolio	✔	✗	✗
- Chart ¹	✔	✔	✔
Calendar	✔	✔	✗
Reports ²	✔	✗	✗
People	✔	✗	✗
- View & edit site-wide rates ³	✗	✗	✗
- Statuses	✔	✗	✗

_{1. Collaborators have view-only
access
to
the Projects
Chart.}

_{2. The Reports area
is accessible
to site administrators
and
standard users with
project
admin permissions on
at
least
one
project.}

_{3. Site-wide billable and
cost rates are only visible to
owner
company site
administrators.}

Site-level administrator access

🔑 Owner company site administrators can access all items across the site, regardless of privacy settings.

Access Areas	Owner Company Site Admin	External Company Site Admin
Home	✔	✔
Everything	✔	✔
Projects	✔	✔
Planning	✔	✔
Calendar	✔	✔
People	✔	✔
- Impersonate users	✔	✗
- View & edit site-wide rates	✔	✗
- View project profitability	✔	✗
- Statuses	✔	✗
Site settings	✔	✗
- Subscription	✔	✗
- Templates	✔	✗

For more information, see: Teamwork.com User License Types

_{1. Also available on legacy
subscriptions: Pro, Premium,
Enterprise.}

Knowledge Base

Project permissions

Project feature access

Site-level feature access

Site-level administrator access