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Member access levels and privileges

Member access levels

Worklenz supports five member access levels. Each level has different privileges within the team and its projects.

Overview

Access LevelDescription
OwnerCreator of the team with the highest level of access and complete control
AdminBroad access to manage the team, members, projects, and settings
Team LeadCan manage projects and tasks assigned to their teams with limited workspace-level access
MemberCan participate in tasks, collaborate with team members, and access assigned projects
ClientCan access the client portal to view projects, track progress, and submit requests (Business Plan only)

Detailed Privileges by Role

FunctionOwnerAdminTeam LeadMemberClient
Workspace Management
Create team/workspace---
Edit team settings---
Delete team----
Member Management
Invite members---
Manage member roles---
Remove members---
Deactivate/reactivate members---
View team hierarchy-
Project Management
Create projects--
Edit/manage projects✓*--
Archive projects✓*--
Delete projects---
Invite members to project✓*--
View all projects✓*✓**-
Task Management
Create tasks-
Edit tasks-
Assign tasks-
Change task status-
Set phases-
Create/manage labels-
View task activity log-
Bulk edit tasks-
Create recurring tasks-
Set task dependencies-
Archive tasks-
Delete tasks--
Views & Reports
Access task list view-
Access kanban view-
Access roadmap view-
Customize columns-
View project insights
Access reports-
View workload management-
Communication & Collaboration
Send/receive notifications
Subscribe to projects-
Manage in-app notifications
Manage email notifications
Team communication/chat-
Send messages in client portal--
Files & Attachments
Upload files-
Manage files-
Share files-
View files
Premium Features
Access time tracking-
Manage schedule (Business Plan)--
Access project finance (Business Plan)--
Manage client portal (Business Plan)---
Access client portal--
View invoices (Business Plan - client portal)--
Integrations
Configure integrations---
Use integrated features-
Admin Settings
Access admin settings---
Manage subscriptions----
Manage billing----

Legend

  • - Full access
  • * - Access limited to assigned projects/teams
  • - Access limited to assigned tasks
  • - - No access