✔
Available
on all subscriptions.
| What | Manage users'
permissions and access on a
project by project basis. |
| Why |
|
| Who |
|
| When | Any time you're
adding someone to a
project or need to make
changes to their
permissions during a
project's
lifecycle. |
| What | Manage users'
permissions and access on a
project by project basis. |
| Why |
|
| Who |
|
| When | Any time you're adding
someone to a project or need
to make changes to their
permissions during a
project's lifecycle. |
Before you
start
- Site
administrators (in the
owner company) can view and manage
all projects without needing to be
an explicit project member. They cannot be assigned to
items or log time unless
they're a project
member.
- Site
administrators (in any
company) automatically inherit all
project permissions when added to
a project.
Manage a user's
project permissions
- Click Jump to in
Teamwork.com's main navigation
menu.
- Search for and select a
project.
- Switch to the
project's People tab.
- Click the ellipsis (...) on the relevant
user's right.
- Select Edit project permissions.
- Click
the chevron (
)
on a
permission's left to reveal
additional permissions. - Toggle on (or off) any permissions you want to assign (or remove).
- Click Update.
Apply
permissions to other projects
Need the user to have
the same permission
levels on other projects? Select Advanced, then
click Copy to
other projects. Check the
box beside
each project you want to apply the
permissions
to, then click Select
Projects.
⚠️ This
overrides the user's previous
permissions on each
project. If you select projects
the user is not a member of, the
user is added to those projects
with the selected
permissions.
Bulk set
project permissions
Apply the same set of
permissions to all of a user's
projects.
The bulk permissions menu
does
not
pre-populate the user's previous
permissions
as they may vary across the user's
projects.
All options are toggled off by default
—
select which permissions you want to
be
turned
on (and off) going forward.
📝 You cannot
bulk set
site administrators'
project permissions.
- Select People in
Teamwork.com's main navigation
menu.
- Switch to the People tab.
- Click the relevant user's
name.
- Select the ellipsis (...) in the profile
view's top right.
- Select Bulk Set Permissions.
- Click the Choose permission
to modify dropdown.
- Select a permission and click Add.
- Click the chevron (
)
on
the permission's left to
expand any nested
permissions. - Toggle on any individual permissions you want the user to have on all of their projects. Likewise, leave off any permissions that you do not want them to have on any projects going forward.
- Repeat steps 6 to 9 for each
permission type you want to
bulk update.
- Click Modify
Permissions to save
the changes.
The selected permissions
are applied to all of the user's
projects, overriding their
previous permission
settings.
Project
permissions
| Permission | Purpose |
|---|---|
| Access
allowed | Grant the
user
access to the project. |
| Project
administrator | Allows the
user
to manage the
project's settings. When
enabled, all other
individual
permissions are
automatically
granted. |
| View
project
updates | Allows the
user to view the project's updates. |
| -
Add project updates | Allows the
user to post new project
updates. |
| View
tasks
& milestones | Allows the
user to access the project's
tasks
and milestones (as long as the
features are enabled on the
project). This applies to
all
task views (list, table,
board, Gantt). |
| -
Add milestones | Allows the
user to create new milestones
and
edit & delete the
project's
existing milestones. |
| -
Add task lists | Allows the
user to create new task lists
and
edit & delete the
project's
existing task lists. |
| -
View estimated time | Allows the
user to view estimated time
set on
tasks. |
| -
Add tasks | Allows the user
to
create new tasks on the
project.
|
|
-
Can edit all
tasks | Allows the
user to edit tasks
assigned to
other users on the
project.
|
| View
messages
& files | Allows the
user to access the project's
Messages and Files sections
and
view existing items in those
areas. |
| -
Add messages | Allows the
user to make changes to
messages
and post new messages. |
| -
Add files | Allows the
user to upload files to the
project and delete existing
files. |
| View
time
log | Grants the
user access to the project's
Time
area. |
| -
Can view other people's
time | Allows the
user to view other project
members' time logs in the Time
area and on individual tasks
(if
they have permission to view
tasks). |
|
-
Can access
Billing | Allows the user
to
access the project's
Billing
area. ⚠️
Invoices with time logs
also
reference user rates.
Therefore, granting access
to
Billing also grants the
user
permission to:
view time log, view
other
people's time, and view
hourly
rates. |
| -
Can log time | Allows the
user to log time on the
project
(and on the project's tasks,
if
they have access to
tasks). |
| View
notebooks | Allows the
user to view the project's
notebooks in the Notebooks
tab. |
| -
Add notebooks | Allows the
user to create notebooks and
manage existing
notebooks. |
| View
links | Allows the
user to view the project's
existing links in the Links
section. |
| -
Add links | Allows the
user to add new links and
manage
existing links. |
| View
forms | Allows the
user to view the project's
existing forms in the Forms
section. |
| -
Add forms | Allows the
user to create new forms and
manage existing forms. |
| View
people | Grant the
user
view-only access to the
project's
People area. |
| View
hourly
rates | Allows the user
to
view project members'
project
rates when viewing
invoices. 📝
Users are
automatically granted
permission to access
billing
when the view hourly rates
permission is
enabled. |
| -
Edit hourly rates | Allows the
user to view and edit project
members' hourly project rates
rates via the Set
Rates option in
the
Billing tab. |
| View
project
budget | Grant the
user
view-only access the
Finance
area's Budgets
tab. 📝 Users must have
permission to view
time
log in order to view
project budgets. |
| -
Manage project budget | Allows the
user to manage existing
budgets
& expenses and add new
ones. |
|
-
View project
budget
profitability | Allows the
user to view the
profitability
panel in the project's
Budgets
view. ⚠️
Enabling this
permission may (in some
cases)
allow the user
to
calculate other
individuals'
cost
rates. Ex. If only one
user
has
logged eight hours and the
cost
reported on the budget is
$800, it
can be concluded that said
user's
cost rate is $100 / hour.
Only
enable this permission if
you
understand and accept
this. |
| View
risk
register | Grants the
user view-only access to the
project's Risks area. |
| -
Add risks | Allows the
user to add new risks and
manage
existing risks. |
| Manage
project's custom
fields | Allows the
user to create project
specific
custom fields on tasks. |
| Receive
email
notifications | Allows the
user to be selected for
notifications on project items
(ex. when you're commenting on
a
task or creating a
message). |
| Is just
an
observer here | Observers are
people who simply need
visibility
on a project but are not
regular
participants. They remain
hidden
to project members unless
they
comment on a task. They can't be assigned to project items. Only
standard users (in the
owner
company) can be marked as
observers. |
| Can set
privacy on items | Allow the
user
to make individual
project items (ex. tasks,
milestones, files) private to
a
subset of the project's
members. |
| Permission | Purpose |
|---|---|
| Access
allowed | Grant the
user
access to the project. |
| Project
administrator | Allows the
user
to manage the
project's settings. When
enabled, all other
individual
permissions are
automatically
granted. |
| View
project
updates | Allows the
user to view the project's updates. |
| -
Add project updates | Allows the
user to post new project
updates. |
| View
tasks
& milestones | Allows the
user to access the project's
tasks
and milestones (as long as the
features are enabled on the
project). This applies to
all
task views (list, table,
board, Gantt). |
| -
Add milestones | Allows the
user to create new milestones
and
edit & delete the
project's
existing milestones. |
| -
Add task lists | Allows the
user to create new task lists
and
edit & delete the
project's
existing task lists. |
| -
View estimated time | Allows the
user to view estimated time
set on
tasks. |
| -
Add tasks | Allows the user
to
create new tasks on the
project.
|
|
-
Can edit all
tasks | Allows the
user to edit tasks
assigned to
other users on the
project.
|
| View
messages
& files | Allows the
user to access the project's
Messages and Files sections
and
view existing items in those
areas. |
| -
Add messages | Allows the
user to make changes to
messages
and post new messages. |
| -
Add files | Allows the
user to upload files to the
project and delete existing
files. |
| View
time
log | Grants the
user access to the project's
Time
area. |
| -
Can view other people's
time | Allows the
user to view other project
members' time logs in the Time
area and on individual tasks
(if
they have permission to view
tasks). |
|
-
Can access
Billing | Allows the user
to
access the project's
Billing
area. ⚠️
Invoices with time logs
also
reference user rates.
Therefore, granting access
to
Billing also grants the
user
permission to:
view time log, view
other
people's time, and view
hourly
rates. |
| -
Can log time | Allows the
user to log time on the
project
(and on the project's tasks,
if
they have access to
tasks). |
| View
notebooks | Allows the
user to view the project's
notebooks in the Notebooks
tab. |
| -
Add notebooks | Allows the
user to create notebooks and
manage existing
notebooks. |
| View
links | Allows the
user to view the project's
existing links in the Links
section. |
| -
Add links | Allows the
user to add new links and
manage
existing links. |
| View
forms | Allows the
user to view the project's
existing forms in the Forms
section. |
| -
Add forms | Allows the
user to create new forms and
manage existing forms. |
| View
people | Grant the
user
view-only access to the
project's
People area. |
| View
hourly
rates | Allows the user
to
view project members'
project
rates when viewing
invoices. 📝
Users are
automatically granted
permission to access
billing
when the view hourly rates
permission is
enabled. |
| -
Edit hourly rates | Allows the
user to view and edit project
members' hourly project rates
rates via the Set
Rates option in
the
Billing tab. |
| View
project
budget | Grant the
user
view-only access the
Finance
area's Budgets
tab. 📝 Users must have
permission to view
time
log in order to view
project budgets. |
| -
Manage project budget | Allows the
user to manage existing
budgets
& expenses and add new
ones. |
|
-
View project
budget
profitability | Allows the
user to view the
profitability
panel in the project's
Budgets
view. ⚠️
Enabling this
permission may (in some
cases)
allow the user
to
calculate other
individuals'
cost
rates. Ex. If only one
user
has
logged eight hours and the
cost
reported on the budget is
$800, it
can be concluded that said
user's
cost rate is $100 / hour.
Only
enable this permission if
you
understand and accept
this. |
| View
risk
register | Grants the
user view-only access to the
project's Risks area. |
| -
Add risks | Allows the
user to add new risks and
manage
existing risks. |
| Manage
project's custom
fields | Allows the
user to create project
specific
custom fields on tasks. |
| Receive
email
notifications | Allows the
user to be selected for
notifications on project items
(ex. when you're commenting on
a
task or creating a
message). |
| Is just
an
observer here | Observers are
people who simply need
visibility
on a project but are not
regular
participants. They remain
hidden
to project members unless
they
comment on a task. They can't be assigned to project items. Only
standard users (in the
owner
company) can be marked as
observers. |
| Can set
privacy on items | Allow the
user
to make individual
project items (ex. tasks,
milestones, files) private to
a
subset of the project's
members. |
Permission
exceptions
📖 Learn more about the
full
scope of user
permissions
& site
access.
Owner
company
users
- Have automatic view access to a project's People section. This cannot be turned off.
Collaborators
- Permission
to add files and messages
only allows collaborators edit /
delete permissions on items they
create.
- Permission to view published forms only allows collaborators to view published forms. They cannot view forms via the forms editor.
- Cannot be granted project update, time, rates, budget, or custom field permissions.
Client
users
- Cannot be
granted forms-related
permissions.
- Cannot
become a
project
administrator.
- Cannot be an observer.
Best
practices
- Grant permissions
mindfully: Each project
member has a role to play — focus
on giving them only the necessary
permissions to do their
work.
Elevate
- Default permissions:
Leverage templated
permissions to apply a
common baseline permission level
to user. Ex. you know you'll
always need internal team members
to view tasks and log
time. Any additional
permissions you need to apply
less frequently can be updated
on a per-user basis.