We are so excited to announce the latest release from our Product Team - Customizable User Types 🎉
Last year our team released the first updates to User Types, setting various abilities and limitations for users across your account, which was phase one of this new feature. Now, we have updated the feature bringing fully configured access control with Customizable User Types. Thank you to everyone who has tried them and shared their feedback 🙌
What are Customizable User Types?
Customizable User Types allow Account admins and Account owners to create configured access control and build custom roles that then can be assigned to their users. You can now customize not only existing user types but edit the list of user types by creating new ones, renaming them, and deleting existing user types from your account.
What’s the Difference between User Types/Admin Permissions/Access Roles?
Admin Permissions are set up for each admin. Account owners can restrict certain account admins from configuring security and other settings.
Access Roles are levels of permissions to access certain items in Wrike, we use them to mainly manage the content that users create (adjust dates, assignees, descriptions, etc.). An Account owner can have a Read-Only access role for a folder, while a regular user can have a Full access role to the same folder.
User Types are now fully configurable custom roles that allow or prohibit a user from taking certain actions. You can create custom roles for each department and team member on a granular level.
Keep in mind that the permissions you set on a user type are also dependent on the license type: Full license (includes admins, regular users, and external users) and Limited license (includes collaborators). You can find more information about the differences in our previous Community post.
How to create a Customizable User Type?
Any Enterprise Account Admin with the right to edit names and emails and access to the feature can create a new user type for their account. To make any changes you can go to Settings and select the User Types tab.
Once you open the User Types tab, you will see two sets of customizable permissions: Full license (includes admins, regular users, and external users) and Limited license (includes collaborators).
A new custom user type is created from duplication of the one of existing types to avoid the need for setup from scratch. There are now two ways to create a new user type:
- By using the “Create user type” button at the top right corner. This will open a pop-up dialog where you can choose an existing user type and duplicate it.
- Using the three-dots menu that appears when you hover over the titles of your customizable user types. This will open a dialog box where you can create a new user type.
Currently, an account can have up to 50 different Customizable User Types with infinite variations of permissions and unique access controls that can be configured with advanced specifications.
Precise permissions can be set for each group of users based on the interactions and processes that they are involved in. User Types can be personalized further from defaults (admin, user, collaborator) and renamed to Designers, Writers, Engineers, etc.
For example, if you are a marketing agency team you might want to create customizable user types such as Clients, Partners, and Reviewers with each type having specific permissions related to its role.
📖 You can find detailed instructions on how to set up customizable user types in our Help Center.
Please share your questions, feedback, or thoughts in the comments - we'd love to hear what you think👇