Access Roles in Wrike

Permissions

Full

Editor

Limited

Read Only

Description

Example

Sharing

Share internal*

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Allows sharing the item with Regular users and Account Admins.

Users can share items within the account, not just within the space. However, Locked Spaces are an exception, where sharing is limited to members of that Locked Space.

A regular user with the Share internal permission can share the project with another regular user or account admin from the same account.

Share external*

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Allows sharing the item with External users, Collaborators, Contributors and Viewers.

A Regular user working in the Marketing space shares a project with an External user from the same account so they can review the project.

Add/remove parent folders and tasks

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Allows adding or removing tasks, folders, and projects from parent folders, projects, or spaces.

A user tags a task into an additional project or removes it from a project it no longer belongs to.

Add/remove followers

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Duplicate folders and tasks

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Allows creating copies of tasks, folders, projects, and their contents.

A user duplicates a project structure to reuse it for a new client engagement.

Folders and projects

Create projects

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Create folders

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Rename folders/projects

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Convert folders/projects

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Allows converting folders to projects and projects to folders.

A user converts a folder into a project to add project-specific settings such as assignee and progress tracking.

Edit folder/project description

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Edit project dates

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Change project owner

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Delete folders/projects

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Edit folder/project custom fields

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This permission controls whether a user can add or change the values in custom fields for projects or folders.

Add/remove custom fields

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This permission controls whether a user can add existing custom fields to a project/folder, remove them from a project/folder, or create new custom fields. It also allows users to access the custom field settings (such as changing the field’s name, type, or dropdown options).

Change project and folder workflows

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Change project progress settings

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Allows changing how project progress is calculated and displayed.

A project manager switches a project progress measure from Duration of completed tasks to Tasks and duration average.

Edit Bookings**

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Allows creating, editing, and deleting resource bookings.

A resource manager updates a booking to reserve additional hours for a designer.

Change project status

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Change folder/project color

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Edit primary views

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Edit custom public views

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Allows editing custom views that are shared with other users.

A user modifies filters and columns in a public Table view used by the entire team.

Edit custom personal views

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Allows editing personal custom views visible only to the user.

A user creates a personal Board view that displays only their assigned work.

Set default view

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Lock project time

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Allows locking and unlocking time entries within a project.

A project manager locks time entries after the monthly billing period closes.

Change project billing type**

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Allows changing a project's billing type between billable and non-billable.

A project is converted from internal work to client-billable work.

MS Project import*

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Excel import

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Tasks and subtasks

Create tasks/subtasks

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Allows creating new tasks and subtasks in the selected location.

This permission is not required for Duplicate folders and tasks to work. Enabling Create tasks/subtasks does not automatically allow duplication.

A user can create a new task in a project or add a subtask under an existing task.

Change task status and workflow*

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Allows changing task statuses and moving tasks through available workflow stages.

A user changes a task from In Progress to Completed.

Edit task description

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Edit task custom fields values

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This permission controls whether a user can add or change the values in custom fields for tasks.

Rename task

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Modify task assignee

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Edit task dates, dependencies, and effort*

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Allows editing task schedules, dependencies, and effort values.

A user updates a task due date and creates a dependency on another task.

Change task priority and importance

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Delete tasks/subtasks and detach subtasks

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Change task billing type**

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This permission allows changing a task's billing type between billable and non-billable.

A user marks a task as non-billable because it relates to internal administrative work.

Financials**

In order to access or edit financial details, users also need the corresponding access to financial details.

View financial details of projects except hourly rates

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Allows viewing project financial information available to the user.

A project stakeholder views planned costs, actual costs, and budget metrics.

View hourly rates of projects

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Edit project financial details

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This permission allows editing project financial information.

A project manager updates a project's budget or financial settings.

Time tracking

Create, edit, and delete time entries for themselves

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Create, edit, and delete time entries for other people

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Edit locked time entries

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Allows editing time entries that have been locked.

An administrator corrects a time entry after the reporting period has been closed.

Collaborate

Add files

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Remove files

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Lock and unlock files*

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Comment on tasks, projects, and folders*

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Email external requesters

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Allows sending email updates to requesters who submitted work through public or external request forms.

This capability only applies when a task is created from a public or external request form and not for internal requests.

A status update is sent to a customer who submitted a support request.

Calendars

Manage calendar settings

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Allows editing calendar settings and calendar structure.

Allowing a user to create calendar layers and updates calendar configuration.

Add/remove tasks to a classic calendar

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Allows manually adding or removing tasks from classic calendar layers.

A project manager adds a milestone task to a calendar.

Share calendar

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This permission allows sharing calendars with with regular and external users, as well as with collaborators, contributors, viewers.

A team lead shares a release calendar with project stakeholders.

Delete calendar

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Workload

Delete Workload chart

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Edit workload chart settings*

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Allows modifying workload chart configuration and settings.

A resource manager changes displayed users, filters, and allocation settings.

Edit Backlog Box

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Allows managing tasks displayed in the Backlog Box.

A resource manager adds new work items to the backlog for future assignment.

Share Workload chart

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Allows sharing workload charts with all users except external users, collaborators, contributors, viewers.

The permission allows users to share the workload chart with users in the account, but access to the chart's data is still controlled by item sharing.

A resource manager shares a workload chart with department managers.

Dashboards

Share Dashboard

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Allows sharing dashboards with all users except external users, collaborators, contributors, viewers.

The permission allows users to share the dashboard with other users in the account, provided those users have (or are granted) access to the dashboard itself. However, sharing the dashboard does not automatically grant access to the underlying data.

A user shares a project dashboard with stakeholders.

Edit Dashboard

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Edit Dashboard Widget

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Approvals and guest reviews

Create approvals

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Edit others' approvals

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Allows modifying approvals created by other users.

A project manager adds an additional approver to an existing approval.

Create and edit guest reviews

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Allows creating and managing guest reviews for external reviewers.

A designer sends a proof for review to a client who does not have an account.

Analytics Board**

Share Analytics Board

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Allows sharing analytics boards with all users.

The permission allows users to share an analytics board with users or user groups in the account, not just members of the current space. However, sharing the board does not grant access to its underlying data.

A manager shares an analytics board containing project performance metrics.

Edit Analytics Board

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Duplicate Analytics Board

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Delete Analytics Board

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Automatic calculations

Turn automatic calculations on or off*

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Allows enabling or disabling automatic calculations for projects and tasks.

A user enables automatic rollup calculations for a project.

Turn project effort calculation on or off*

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Allows enabling or disabling automatic project effort calculations.

A project manager turns off automatic effort rollups to manage values manually.

Edit booked effort calculation**

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Allows editing how booked effort is calculated.

A resource manager adjusts booked effort settings used in capacity planning.

Cascading custom field value

Turn cascading custom field value on or off

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Allows enabling or disabling cascading custom field values.

A user enables cascading updates so child items inherit custom field values from parent items.

Reports

Edit report

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Share report

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Allows sharing reports with with all users except external users, collaborators, contributors, viewers.

Sharing a report does not grant access to its underlying data. Recipients must already have access to the report's source projects, folders, or spaces to view the report content.

A user shares a project status report with leadership.

Duplicate report

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Manage report snapshots

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Allows creating, updating, and deleting report snapshots.

A user saves a report snapshot for future comparison.

Delete reports

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Custom Item types

Convert projects and tasks to custom items and vice versa

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Allows converting projects and tasks between standard and custom item types.

A user converts a standard task into a custom item type.

Databases**

View databases

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Create databases

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Edit database settings

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Delete databases

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Move databases

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Create and delete fields

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Edit fields

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Create records

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Edit record fields

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Delete records

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Edit database views

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Import databases

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