The following tables describe permissions for admin and member roles in Clarizen Go.
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Account
The first user in the account becomes the account admin, who can invite additional users as Admins or Members to the account.
Permission |
Admin |
Member |
Access account settings |
Yes |
No |
Rename account |
Yes |
No |
Delete account |
Yes |
No |
Connect (sync) account with Clarizen One |
Yes |
No |
View and edit member roles (Admin or Member) |
Yes |
No |
Access Workspaces |
Only if a member in the Workspace Note: If the account is connected to Clarizen One, the Admin has access to all Workspaces via API. |
Only if a member in the Workspace |
Delete users |
Yes, including the last admin or member of a Workspace. In such a case the Workspace will be deleted as well. |
No |
Click here to learn more about managing account members.
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Workspace
The user who creates the Workspace becomes the Workspace Admin. The Admin can invite additional users who are added as Members by default. The Admin can then change their role to either Admin or Guest.
The Guest role is ideal for users that need to view and track task updates, and contribute to discussions taking place in the Task.
As an Admin, you can update a member’s role. In a selected Workspace, open the Members tab, and click on the role to update it.
|
Admin |
Member |
Guest |
View Workspace |
Yes |
Yes |
Yes |
Rename Workspace |
Yes |
No |
No |
Delete Workspace |
Yes |
No |
No |
Invite member to Workspace |
Yes |
Yes |
No |
Sync Workspace with Clarizen One |
Yes |
No |
No |
Create, edit, duplicate, and archive/delete Boards |
Yes |
No |
No |
Create, edit, duplicate, and delete Stages |
Yes |
No |
No |
Add Tasks |
Yes |
Yes (and assign members) |
No |
Archive/delete Tasks |
All (including those not created by the Admin) |
Yes, but only tasks created by the Member |
No |
Change Member role |
Yes |
No |
No |
Remove a Member |
Yes |
No |
No |
Leave Workspace |
Only if the Admin is not the last user in the Workspace |
Yes |
No |
Add, edit and delete Milestones |
Yes |
Yes |
No |
Add, edit and delete Epics |
Yes |
Yes |
No |
Add, edit and delete Labels |
Yes |
Yes |
No |
Configure task via email settings |
Yes |
No |
No |
Create task via email |
Yes |
Yes |
No |
Participate in Conversations |
Yes |
Yes |
Yes |
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