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.
User types
- 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 plans.
- Collaborators do
not count towards your
subscription cost but they have reduced
permissions compared to standard users and
client users.
Common
permission questions
Use these links to jump to the permission
areas customers most commonly check.
- Who
can view rates and financial
information?
- Which
project permissions can each user type
have?
- Which
project areas can each user type
access?
- Which
site-level features can each user type
access?
- What
can site administrators
access?
Rates and
financial permissions
Financial data
visibility: Site-wide billable and
cost rates are visible to site owners and
owner company site administrators.
Project-level hourly rates, budgets, and
profitability are controlled through
separate project permissions.
| Permission
area | What it
controls |
|---|---|
| Site-wide rates | Site-wide billable and cost
rates for users. These are
visible to site owners and
owner company site
administrators. |
| View Hourly Rates | Ability to view hourly rates
used on a project. The View
Time Log permission is
also required. |
| Edit Hourly Rates | Ability to edit hourly rates
used on a project.
Collaborators cannot be
granted view or edit hourly
rate permissions. |
| View Project Budget and Manage Project
Budget | Access to project budget
information. The View Time
Log permission is
required before budget
permissions can be
granted. |
| View Project Budget
Profitability | Access to project
profitability information.
This can expose cost-based
financial information and may
allow users to infer cost
rates in some cases. |
β Swipe to
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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 |
β Swipe to
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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.
ο»Ώ
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.
For example, if
only one user has logged
eight
hours and the budget's
reported
cost is $800, it may be
possible
to conclude
that user's cost rate is
$100/hour. Only enable
this permission for users
who should have access to
sensitive financial
information.
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 | ||||
β Swipe to
scroll
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 | |||
β Swipe to
scroll
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
site owners and 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 |
β Swipe to
scroll
For more information,
see: Teamwork.com
User
License
Types
1. Also available on legacy
subscriptions: Pro, Premium,
Enterprise.