Access Roles in Wrike
Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
Availability: Business Plus, Enterprise Standard, Enterprise Pinnacle. ; Unavailability: Free, Professional, Team; |
Use access roles to control what users (or user groups) can do within a shared folder, project, or space.
There are four access roles to choose from: Full, Editor, Limited, or Read Only, and each role has a set of permissions. Enterprise account admins can customize the permissions for certain roles and can create new roles.
Note
Access roles cannot be applied to users in relation to tasks, meaning that you can't select a specific access role for a user when sharing a task with them. They will have the same access role to the task as they have to the parent folder or project.
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There must always be at least one person with the right to share a folder/project.
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You can't change your own access role, even if there are other users who have full access to a folder, project, or space.
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Permissions granted by an access role can’t exceed the rights granted by a license type, e.g., collaborators can’t create tasks even if they're granted full access to a folder or project.
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You can't adjust permissions for the Read Only role.
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Enterprise accounts can have up to 10 access roles.
Below is the default list of available access role permissions. Admins on Enterprise accounts can customize these settings, and therefore, the list of permissions for each role can be different.
Note
* Only available with Enterprise Standard and Enterprise Pinnacle plan.
** Only available with Enterprise Pinnacle plan.
Permissions |
Full |
Editor |
Limited |
Read Only |
Sharing |
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Share internal* Allows sharing the item with Regular users and Account Admins. |
+ |
- |
- |
- |
Share external* Allows sharing the item with External users, Collaborators, Contributors and Viewers. |
+ |
- |
- |
- |
Add/remove parent folders and tasks |
+ |
- |
- |
- |
Add/remove followers |
+ |
+ |
- |
- |
Duplicate folders and tasks |
+ |
+ |
+ |
- |
Folders and projects |
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Create projects |
+ |
+ |
- |
- |
Create folders |
+ |
+ |
- |
- |
Rename folders/projects |
+ |
+ |
- |
- |
Convert folders/projects |
+ |
+ |
- |
- |
Edit folder/project description |
+ |
+ |
- |
- |
Edit project dates |
+ |
+ |
- |
- |
Change project owner |
+ |
+ |
- |
- |
Delete folders/projects |
+ |
- |
- |
- |
Edit folder/project custom fields |
+ |
+ |
- |
- |
Add/remove custom fields |
+ |
+ |
- |
- |
Change project and folder workflows |
+ |
+ |
- |
- |
Change project progress settings |
+ |
+ |
- |
- |
Edit Bookings** |
+ |
+ |
- |
- |
Change project status |
+ |
+ |
- |
- |
Change folder/project color |
+ |
+ |
- |
- |
Edit primary views |
+ |
- |
- |
- |
Edit custom public views |
+ |
- |
- |
- |
Edit custom personal views |
+ |
+ |
+ |
- |
Set default view |
+ |
- |
- |
- |
Lock project time |
+ |
- |
- |
- |
Change project billing type** |
+ |
- |
- |
- |
MS Project import* |
+ |
+ |
- |
- |
Excel import |
+ |
+ |
- |
- |
Tasks and subtasks |
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Create tasks/subtasks |
+ |
+ |
- |
- |
Change task status and workflow* |
+ |
+ |
+ |
- |
Edit task description |
+ |
+ |
- |
- |
Edit task custom fields values |
+ |
+ |
- |
- |
Rename task |
+ |
+ |
- |
- |
Modify task assignee |
+ |
+ |
- |
- |
Edit task dates, dependencies, and effort* |
+ |
+ |
- |
- |
Change task priority and importance |
+ |
+ |
- |
- |
Delete tasks/subtasks and detach subtasks |
+ |
- |
- |
- |
Change task billing type** |
+ |
- |
- |
- |
Financials** In order to access or edit financial details, users also need the corresponding access to financial details. |
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View project financial details |
+ |
- |
- |
- |
Edit project financial details |
+ |
- |
- |
- |
Time tracking |
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Create, edit, and delete time entries for themselves |
+ |
+ |
+ |
- |
Create, edit, and delete time entries for other people |
+ |
- |
- |
- |
Edit locked time entries |
+ |
- |
- |
- |
Collaborate |
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Add files |
+ |
+ |
+ |
- |
Remove files |
+ |
+ |
+ |
- |
Lock and unlock files* |
+ |
- |
- |
- |
Comment on tasks, projects, and folders* |
+ |
+ |
+ |
- |
Email external requesters |
+ |
+ |
- |
- |
Calendars |
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Manage calendar settings |
+ |
- |
- |
- |
Add/remove tasks to a classic calendar |
+ |
+ |
- |
- |
Share calendar |
+ |
+ |
- |
- |
Delete calendar |
+ |
- |
- |
- |
Workload |
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Delete Workload chart |
+ |
- |
- |
- |
Edit workload chart settings* |
+ |
- |
- |
- |
Edit Backlog Box |
+ |
+ |
- |
- |
Share Workload chart |
+ |
+ |
- |
- |
Dashboards |
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Share Dashboard |
+ |
- |
- |
- |
Edit Dashboard |
+ |
+ |
- |
- |
Edit Dashboard Widget |
+ |
+ |
- |
- |
Approvals and guest reviews |
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Create approvals |
+ |
+ |
+ |
- |
Edit others' approvals |
+ |
+ |
+ |
- |
Create and edit guest reviews |
+ |
- |
- |
- |
Analytics Board** |
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Share Analytics Board |
+ |
- |
- |
- |
Edit Analytics Board |
+ |
+ |
- |
- |
Duplicate Analytics Board |
+ |
+ |
+ |
+ |
Delete Analytics Board |
+ |
- |
- |
- |
Automatic calculations |
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Turn automatic calculations on or off* |
+ |
+ |
- |
- |
Turn project effort calculation on or off* |
+ |
+ |
- |
- |
Edit booked effort calculation** |
+ |
+ |
- |
- |
Reports |
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Edit report |
+ |
+ |
- |
- |
Share report |
+ |
- |
- |
- |
Duplicate report |
+ |
+ |
+ |
- |
Manage report snapshots |
+ |
- |
- |
- |
Delete reports |
+ |
- |
- |
- |
Custom Item types |
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Convert projects and tasks to custom items and vice versa |
+ |
+ |
- |
- |
Databases** |
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View databases |
+ |
+ |
+ |
+ |
Create databases |
+ |
+ |
- |
- |
Edit database settings |
+ |
+ |
- |
- |
Delete databases |
+ |
- |
- |
- |
Move databases |
+ |
- |
- |
- |
Create and delete fields |
+ |
+ |
- |
- |
Edit fields |
+ |
+ |
- |
- |
Create records |
+ |
+ |
- |
- |
Edit record fields |
+ |
+ |
- |
- |
Delete records |
+ |
- |
- |
- |
Edit database views |
+ |
- |
- |
- |
Import databases |
+ |
+ |
- |
- |