Within Teamwork, 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.
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.
| 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 Hourly Rates 6 | ✔ | ✔ | ✗ |
| -
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, client
user, or
collaborator permission
to View
Project
Budget.
Collaborators
cannot be
granted
permission
to Manage
Project
Budget.
6.
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.
Note: 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.
| Access
Areas | Standard
User | Client
User | Collaborator |
|---|---|---|---|
| Quick Add | ✔ | ✔ | ✔ |
| Search | ✔ | ✔ | ✔ |
| My Work | ✔ | ✔ | ✔ |
| -
My Work | ✔ | ✔ | ✔ |
| - My Projects | ✔ | ✔ | ✔ |
| -
Activity | ✔ | ✔ | ✔ |
| - More | |||
| -
Unread Comments | ✔ | ✔ | ✔ |
| -
Messages | ✔ | ✔ | ✔ |
| -
Dashboards | ✔ | ✔ | ✗ |
| -
Events | ✔ | ✔ | ✔ |
| Projects | ✔ | ✔ | ✔ |
| - See All (Your)
Projects | ✔ | ✔ | ✔ |
| -
Archived
Projects | ✔ | ✔ | ✔ |
| -
Project Templates | ✔ | ✗ | ✗ |
| Time | ✔ | ✔ | ✗ |
| More | |||
| - Everything | ✔ | ✔ | ✗ |
| - Planning | ✔ | ✔ | ✔ |
| -
Workload | ✔ | ✔ | ✗ |
| -
Schedule | ✔ | ✗ | ✗ |
| -
Overview | ✔ | ✔ | ✗ |
| -
Portfolio | ✔ | ✗ | ✗ |
| - Chart 1 | ✔ | ✔ | ✔ |
| Calendar 2 | ✔ | ✔ | ✔ |
| Reports 3 | ✔ | ✗ | ✗ |
| People | ✔ | ✗ | ✗ |
| -
View & edit site-wide
rates 4 | ✗ | ✗ | ✗ |
| -
Statuses | ✔ | ✗ | ✗ |
1. Collaborators have view-only
access
to
the Projects
Chart.
2. Collaborators can be
granted
view-only
access to the calendar via their profile
permissions. This gives
them access to
the
site-level Calendar tab along
with
the
Events subsection of the Home
area. They cannot
create calendar events or
generate
iCal feeds.
3. The Reports area
is accessible
to site administrators
and
standard users with
project
admin permissions on
at
least
one
project.
4. Site-wide billable and
cost rates are only visible to
owner
company site
administrators.
Site-level
administrator access
Note: 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 |
|---|---|---|
| My Work | ✔ | ✔ |
| Everything | ✔ | ✔ |
| Projects | ✔ | ✔ |
| Planning | ✔ | ✔ |
| Calendar | ✔ | ✔ |
| People | ✔ | ✔ |
| - View & edit site-wide
rates | ✔ | ✗ |
| - View project
profitability | ✔ | ✗ |
| - Statuses | ✔ | ✗ |
| Site settings | ✔ | ✗ |
| - Subscription | ✔ | ✗ |
| - Templates | ✔ | ✗ |
For more information, see: Teamwork User License
Types