Intro to User Types, Roles, and Permissions

Permissions in Clarizen let you manage users by their roles in the organization and in the project, their group affiliation, and based on specific objects in the system.

With permissions, you can expose only the relevant data to specific users, and restrict access to sensitive and financial data.

There are different levels of permissions to allow for maximum flexibility and control over security and access around users and objects in Clarizen. The following table describes the main building blocks that make up the permissions mechanism.




Applies to


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Permission Access Levels

●       Viewer

●       Editor

Work Items, Cases and Customers.

Allows managing edit/view permissions for users, groups or profiles on Work Items, Cases and Customers.


Default permissions are based on the Role.

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Related Users

  • Reviewer (Follower)
  • Additional Managers

Work Items, Cases and Customers.

Reviewers or Followers can be added to follow discussions around the related Work Item, Case or Customer.

Additional Managers if added are also added as Followers.



Work Item

●       Project Manager

●       Owner

●       Team Member

●       Manager

●       Resource


●       Team member


●       Technical Account Manager

●       Account owner


●       Resource Manager

●       Direct Manager

Work Items / Cases/ Customer

Defines the user’s role and related permissions in the Work Items / Cases/ Customer.


Each role has default view/edit permissions for Work Items and other objects, on top of the default organization-level permissions.

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Permissions mode

●       Basic

●       Enhanced


An organization-wide setting that defines permissions using one of two modes:

●    Basic - Cases are accessible and editable for all users. To edit work items, a user must have a role.

●    Enhanced - A user must have a role to read or edit objects

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User Types

●       Admin

●       Lite Admin

●       External

●       Financial

●       Superuser

●       Internal


Defines which data is available to users

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License Types

●       Full

●       Team Member

●       Time & Expense

●       Requestor/Social


Defines which objects are available

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