✔️ Available on all subscriptions.
What | A free license type that lets you bring people into your projects to collaborate in limited capacity. Collaborator licenses are designed for
basic interactions such as
completing their assigned
tasks and adding
comments. |
Why |
|
Who |
|
When | Anytime you need someone to
interact with a project in
limited capacity. Ex. A
stakeholder has a task to
review and sign off on designs
created by your team and only
needs to be able to complete
their task and comment on the
designs. |
What | A free license type that lets you bring people into your projects to collaborate in limited capacity. Collaborator licenses are designed for
basic interactions such as
completing their assigned
tasks and adding
comments. |
Why |
|
Who |
|
When | Anytime you need someone to
interact with a project in
limited capacity. Ex. A
stakeholder has a task to
review and sign off on designs
created by your team and only
needs to be able to complete
their task and comment on the
designs. |
Collaborator
permissions
Collaborators have limited
permissions within Teamwork.com. They
can perform basic actions on projects
such as
completing tasks and milestones
assigned to them, but cannot edit a
task's main properties.
The table below outlines
the key project-related
actions
collaborators can perform (and highlights some they can't).
📖 Learn more
about the full
scope of collaborator permissions
and
site access.
Permission | Collaborator
access |
---|---|
Complete tasks assigned to
them | ✔ |
Complete milestones
assigned to them | ✔ |
Set progress on tasks
assigned to them | ✔ |
Follow tasks | ✔ |
View files | ✔ |
Edit files they upload | ✔ |
Add new messages | ✔ |
Reply to existing
messages | ✔ |
Add comments to project items
(ex. tasks, milestones,
files) | ✔ |
Edit task properties (ex.
dates, files, assignees,
tags, board columns) | ✗ |
Create or edit project items
(task lists, tasks,
milestones, notebooks, links,
risks) | ✗ |
Set reminders on tasks | ✗ |
Log time | ✗ |
View time | ✗ |
Permission | Collaborator
access |
---|---|
Complete tasks assigned to
them | ✔ |
Complete milestones
assigned to them | ✔ |
Set progress on tasks
assigned to them | ✔ |
Follow tasks | ✔ |
View files | ✔ |
Edit files they upload | ✔ |
Add new messages | ✔ |
Reply to existing
messages | ✔ |
Add comments to project items
(ex. tasks, milestones,
files) | ✔ |
Edit task properties (ex.
dates, files, assignees,
tags, board columns) | ✗ |
Create or edit project items
(task lists, tasks,
milestones, notebooks, links,
risks) | ✗ |
Set reminders on tasks | ✗ |
Log time | ✗ |
View time | ✗ |
Manage a
collaborator's permissions
- Click People in
Teamwork.com's main navigation
menu.
- Switch to the People tab.
- Scroll to the relevant user.
- Click
the ellipsis (three
dots) on the user row's right.
- Select Edit.
- Switch to
the Permissions tab.
- Click Edit beside the Project access count.
- Manage project access:
- Check the box on the left of each project you want to add the collaborator to (or remove from).
- Manage project permissions:
- Click Edit on
a project's right.
- Toggle on the permissions you
want the collaborator to have.
Likewise, toggle off any you
do not want to
grant. Only some
project permission toggles
are clickable for
collaborators due to their
limited
permissions.
- Click Update.
- Click Finished.
Add a
collaborator to your site
- Click People in
Teamwork.com's main navigation
menu.
- Switch to the People tab.
- Click Invite users.
- Fill out the person's name and
email address.
- Repeat step 4 for each
collaborator you want to
invite.
- Select a company to add the
collaborators to.
- Click the dropdown beside the company field and select Collaborator as the user type.
- Click Next.
- Check the box beside each project
you want to add the
collaborator(s) to.
- Click Next.
- Click Send
invites.
Downgrade an
existing user to a collaborator
- Click People in
Teamwork.com's main navigation
menu.
- Switch to the People tab.
- Scroll to the relevant user.
- Click
the ellipsis (three
dots) on the user's right.
- Select Edit.
- Switch to
the Essentials tab.
- Click
the Type dropdown
and
select Collaborator.
- Click Update.
Another
option...
- Click People in
Teamwork.com's main navigation
menu.
- Switch to the People tab.
- Click a standard user's (or client
user's) name to open their
profile.
- Click the ellipsis (three dots) in the profile's top
right.
- Select Downgrade to a
Collaborator.
- Click OK.