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
will not count towards the cost of your
subscription but they will have reduced
permissions compared to standard users and
client users.
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
* | ✔ | ✗ | ✗ |
| View
Project
Updates | ✔ | ✔ | ✔ |
| -
Add
Project
Updates | ✔ | ✔ | ✗ |
| View
Tasks
&
Milestones | ✔ | ✔ | ✔ |
| -
Add
Milestones | ✔ | ✔ | ✗ |
| -
Add
Task
Lists | ✔ | ✔ | ✗ |
| -
View
Estimated
Time | ✔ | ✔ | ✗ |
| -
Add
Tasks | ✔ | ✔ | ✗ |
| View
Messages
&
Files | ✔ | ✔ | ✔ |
| -
Add
Messages
** | ✔ | ✔ | ✔ |
| -
Add
Files
** | ✔ | ✔ | ✔ |
| 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 **** | ✔ | ✗ | ✔ |
| -
Add Forms | ✔ | ✗ | ✗ |
| View
People
***** | ✔ | ✔ | ✔ |
| View
Project
Budget | ✔ | ✔ | ✗ |
| -
Manage
Project
Budget | ✔ | ✔ | ✗ |
| View Hourly Rates | ✔ | ✔ | ✗ |
| -
Edit Hourly Rates | ✔ | ✔ | ✗ |
| Manage
Project's
Custom
Fields | ✔ | ✔ | ✗ |
| Set
Privacy
on
Items | ✔ | ✔ | ✔ |
| Is
Just
an
Observer
Here | ✔ | ✗ | ✗ |
* 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.
**
For
collaborators,
the add
permission for
messages and
files only
applies to
items they
have
created.
*** The
View Time
Log permission
needs to be
enabled in
order to grant
a user
permission to
View Project
Budget or View
Hourly Rates.
Collaborators
cannot be
granted the
Manage Project
Budget or Edit
Hourly Rates
permission.
****
Collaborators
with
permission to
view forms
will only be
able to view
the published
form, not the
form
editor.
***** Users in
the
owner company,
as well as
users with the
profile
permission to
manage people
and companies,
will always
have
permission to
view people on
projects.
Depending on user type, each
project member will have access to
different areas of a project.
Some of these access areas are dependent on the corresponding project feature being enabled for a project. Additionally, only users with each specific project permission to view each feature will see the corresponding tab.
| Access
Areas | Project
Admin | Standard
User | Client User | Collaborator |
|---|---|---|---|---|
| Project
Level: | ||||
| Dashboard | ✔ | ✔ | ✔ | ✔ |
| List (Tasks) | ✔ | ✔ | ✔ | ✔ |
| Board (Tasks) | ✔ | ✔ | ✔ | ✔ |
| Gantt (Tasks) | ✔ | ✔ | ✔ | ✔ |
| Milestones | ✔ | ✔ | ✔ | ✔ |
| Messages | ✔ | ✔ | ✔ | ✔ |
| Files | ✔ | ✔ | ✔ | ✔ |
| Time | ✔ | ✔ | ✔ | ✗ |
| Billing | ✔ | ✔ | ✔ | ✗ |
| Notebooks | ✔ | ✔ | ✔ | ✔ |
| People (view
access) | ✔ | ✔ | ✔ | ✔ |
| - Manage
People | ✔ | ✗ | ✗ | ✗ |
| Settings | ✔ | ✗ | ✗ | ✗ |
Access to various areas of your
site will
also be conditional on user type.
| Access
Areas | Standard
User | Client
User | Collaborator |
|---|---|---|---|
| Home | ✔ | ✔ | ✔ |
| -
Dashboards | ✔ | ✔ | ✗ |
| Projects | ✔ | ✔ | ✔ |
| - Archived
Projects | ✔ | ✔ | ✔ |
| -
Templates | ✔ | ✗ | ✗ |
| Planning | ✔ | ✔ | ✔ |
| -
Schedule | ✔ | ✗ | ✗ |
| -
Workload | ✔ | ✔ | ✗ |
| -
Portfolio | ✔ | ✗ | ✗ |
| - Chart
* | ✔ | ✔ | ✔ |
| Reports ** | ✔ | ✗ | ✗ |
| Everything | ✔ | ✔ | ✗ |
| Calendar
*** | ✔ | ✔ | ✔ |
| People | ✔ | ✗ | ✗ |
| -
View & edit site-wide
rates **** | ✗ | ✗ | ✗ |
| -
Statuses | ✔ | ✗ | ✗ |
* Collaborators have view-only access
to
the Projects
Chart.
** The Reports area
is accessible
to site administrators and
standard users with
project
admin permissions on at
least
one
project.
*** Collaborators can be granted
view-only
access to the calendar via their profile
permissions.
- This will give them access to the
site-level Calendar tab along with
the
Events subsection of the Home
area.
- They will not have the ability to
create calendar events or generate
iCal feeds.
**** Site-wide billable and
cost rates are only visible to owner
company site administrators.
Note: If a
collaborator needs
any of these restricted permissions, they
will need to be upgraded to a standard
user.
Site-level administrator
access
| Access
Areas | Owner
Company Site
Admin | External
Company Site
Admin |
|---|---|---|
| Home | ✔ | ✔ |
| Everything | ✔ | ✔ |
| Projects | ✔ | ✔ |
| Planning | ✔ | ✔ |
| Calendar | ✔ | ✔ |
| People | ✔ | ✔ |
| - View & edit site-wide
rates | ✔ | ✗ |
| - Statuses | ✔ | ✗ |
| Site settings | ✔ | ✗ |
| - Subscription | ✔ | ✗ |
| - Templates | ✔ | ✗ |
Note: Owner company site
administrators can access all items across the
site, regardless of privacy settings.
For more information, see: Teamwork User License
Types