Roles and Permissions – Clarizen Success

The following tables describe permissions for admin and member roles in Clarizen Go.

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Account
Workspace

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.

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

Account

Workspace

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