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User Types in Wrike

Table 35. Availability - Legacy plans


Overview

In Wrike, there are two types of user licenses: full and limited.

  • Full users (account owner, admin, regular user, external user) have more default permissions enabled and are able to do more in Wrike.

  • Limited users (collaborators) have fewer permissions and limited access to certain Wrike features.

Account owners and admins with a permission to manage user types enabled can make changes to default user licenses.

Note

To find out which user license you have, click on your profile picture, select Settings, and switch to the Account info tab.

User types vs. access roles and admin permissions

There are three ways you can control what users see and do in Wrike. You can:

  • Change their user type

  • Change their permissions (for admins)

  • Change their access role

User type

Admin permissions

Access role

The default user type defines what a user can see and do in the account. Important: All users with the same user type have the same rights in the account and are able to access the same list of features.

Admin permissions are set up for each admin based on their license type. For example, the account owner can restrict some account admins from configuring security settings.

Your access role is your permission to access certain items in Wrike. For example, the account owner can have a Read Only access role for some folders, while a regular user can have a Full access role to the same folder.

When you make changes to a user type, all users with this type will be affected.

Only one user is affected when you change their set of admin account permissions.

When you make changes to an access role, all users with this role will be affected. At the same time, there is no “default access role” for account users. You can grant or restrict access to folders, projects, or spaces by simply changing the user’s access role.

Note

Access role permissions can’t override admin permissions or license type permissions.

Editing user types

To edit the default user license permission:

  1. Click on your profile picture in the upper right-hand corner of your workspace 1.

  2. Select Settings 2.

    user_types_1xcf.png
  3. Find the User Types 3 tab in the left-hand navigation.

  4. Select which user license you want to adjust: full or limited 4.

  5. Switch the toggle button for those permissions you want to enable (or disable) for the specific user type 5.

  6. Click Save 6.

    user_types_2xcf.png

As mentioned above, when you make changes to a user type, all users who have it are affected. So, for example, if you want all regular users in your Wrike account to be able to remove files — this is the best way to grant this permission.

List of permissions you can edit

In the table below + means that it is possible to edit selected permission for this user type.

Admin

Regular user

External user

Collaborator

Calendars

Create external links to calendar view

+

+

+

-

Collaborate

Add files

+

+

+

+

Comment on tasks, folders, projects

+

+

+

+

Remove files

+

+

+

+

Folders and projects

Access the Files view

+

+

+

-

Folders and projects

Change folder and project workflow

+

+

+

-

Change project billing type

+

+

+

-

Change project progress settings

+

+

+

-

Delete projects and folders

+

+

+

-

Turn project effort rollup on and off

+

+

+

-

Reports

Access the Reports tool

+

+

+

+

Delete reports

+

+

+

-

Duplicate reports

+

+

+

-

Edit reports

+

+

+

-

Manage report snapshots

+

+

+

-

Share reports

+

+

+

-

Sharing

Share tasks, folders, and projects

+

+

+

-

Tasks and subtasks

Change tasks, statuses, and workflows

+

+

+

+

Misc

Access the Files view

+

+

+

-

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