Roles and Permissions

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

 

 

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.

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The Guest role is ideal for users that need to view and track task updates, and contribute to discussions taking place in the Task.

 

 

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 and delete Boards

Yes

No

No

Add Tasks

Yes

Yes (and assign members)

No

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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