Access Roles in Wrike
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.
-
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.
-
Enterprise accounts can have up to 10 access roles.
Below are the default settings for Business accounts. Admins on Enterprise accounts can customize these settings, and therefore, the list of permissions for each role can be different.
|
Permissions |
Full |
Editor |
Limited |
Read Only |
|
Sharing |
||||
|
Set Folder Permissions and Share |
+ |
- |
- |
- |
|
Add/remove Parent Folders and Tasks |
+ |
- |
- |
- |
|
Add/remove Followers |
+ |
+ |
- |
- |
|
Duplicate Folders and Tasks |
+ |
+ |
+ |
- |
|
Folders and Projects |
||||
|
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 Folder's or Project's Default Workflow |
+ |
+ |
- |
- |
|
Change Project Progress |
+ |
+ |
- |
- |
|
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 |
+ |
- |
- |
- |
|
Excel import |
+ |
+ |
- |
- |
|
Edit effort rollup |
+ |
+ |
- |
- |
|
Edit booked effort rollup |
+ |
+ |
- |
- |
|
Tasks and Subtasks |
||||
|
Create Tasks/Subtasks |
+ |
+ |
- |
- |
|
Change Task Status |
+ |
+ |
+ |
- |
|
Edit Task Description |
+ |
+ |
- |
- |
|
Edit Task Custom Fields |
+ |
+ |
- |
- |
|
Rename Task |
+ |
+ |
- |
- |
|
Modify Task Assignee |
+ |
+ |
- |
- |
|
Edit Task Dates and Dependencies |
+ |
+ |
- |
- |
|
Change Task Priority and Importance |
+ |
+ |
- |
- |
|
Delete Tasks/Subtasks and Detach Subtasks |
+ |
- |
- |
- |
|
Change task billing type |
+ |
- |
- |
- |
|
Finance |
||||
|
View project financial details |
+ |
- |
- |
- |
|
Edit project financial details |
+ |
- |
- |
- |
|
Time tracking |
||||
|
Create, edit, and delete time entries for themselves |
+ |
+ |
+ |
- |
|
Create, edit, and delete time entries for other people |
+ |
- |
- |
- |
|
Edit locked time entries |
+ |
- |
- |
- |
|
Collaborate |
||||
|
Add Attachments |
+ |
+ |
+ |
- |
|
Remove Attachments |
+ |
+ |
+ |
- |
|
Add/remove Comments |
+ |
+ |
+ |
- |
|
Email external requesters |
+ |
+ |
- |
- |
|
Calendars |
||||
|
Manage calendar settings |
+ |
- |
- |
- |
|
Add/remove tasks on a classic calendar |
+ |
+ |
- |
- |
|
Share a calendar |
+ |
+ |
- |
- |
|
Delete a calendar |
+ |
- |
- |
- |
|
Workload |
||||
|
Delete Workload charts |
+ |
- |
- |
- |
|
Edit Title, Users list, and Folder |
+ |
- |
- |
- |
|
Edit Backlog Box |
+ |
+ |
- |
- |
|
Share Workload chart |
+ |
+ |
- |
- |
|
Dashboards |
||||
|
Share dashboard |
+ |
- |
- |
- |
|
Edit dashboard |
+ |
- |
- |
- |
|
Edit dashboard widget |
+ |
+ |
- |
- |
|
Approvals and guest reviews |
||||
|
Create approvals |
+ |
+ |
+ |
- |
|
Edit others' approvals |
+ |
+ |
+ |
- |
|
Create and edit guest reviews |
+ |
- |
- |
- |
|
Share Analytics Board |
+ |
- |
- |
- |
|
Edit Analytics Board |
+ |
+ |
- |
- |
|
Duplicate Analytics Board |
+ |
+ |
+ |
+ |
|
Delete Analytics Board |
+ |
- |
- |
- |
|
Reports |
||||
|
Edit report |
+ |
+ |
- |
- |
|
Share report |
+ |
- |
- |
- |
|
Duplicate report |
+ |
+ |
+ |
- |
|
Create and manage snapshots |
+ |
- |
- |
- |
|
Delete report |
+ |
- |
- |
- |
|
Custom Item types |
||||
|
Convert projects and tasks to custom items and vice versa |
+ |
+ |
- |
- |