WebWork allows you to assign your workspace members different roles. Each role or member type offers different permissions and access to the workspace.
Member Types in WebWork
There are six Member Types that you can assign in your workspace:
- Workspace Owner
- Executive Manager
- Team Manager
- Project Manager
- Regular User
- Project Viewer
Each member type has its own set of permissions that your workspace members will have when assigned to a Member Type.
There is also Customer type, however, customers are not active workspace members as they do not have an account. You simply add their details like email and address to use them for invoice billing. When you create an invoice, under Bill to you can select the customer.
Setting and changing member types
When adding new members to your workspace, you will be asked to assign a member type to them. Or you can always assign or change member types in People > Members > Member Type column.
Permissions of different member types
Below you can see all permissions of all Member Types in detail:
| Permission | Workspace Owner | Executive Manager | Team Manager | Project Manager | Regular User | Project Viewer | |
| General Workspace Settings | Manage Workspace Configuration | y | y | Limited Access | Limited Access | Limited Access | n |
| Enable/Disable Features | y | y | n | n | n | n | |
| Invite and Delete Workspace Members | y | y | Only for Teams They Manage | n | n | n | |
| Create and Delete Teams | y | y | n | n | n | n | |
| Assign Titles to Members | y | y | n | n | n | n | |
| Change Attendance Settings | y | y | Only for Teams They Manage | n | n | n | |
| Change Tracking Settings | y | y | n | n | n | n | |
| Set Up Integrations | y | y | n | n | n | n | |
| Project and Task Management | Create, Edit, & Delete Projects | y | y | y | n | n | n |
| View Projects | y | y | Projects of Teams They Manage | Only the Projects They Manage | Only Assigned Projects | Only of Assigned Projects | |
| Manage Tasks | y | y | Only of Members They Manage | Only in Projects They Manage | Only in Assigned Projects | If turned into paid member | |
| Manage Contracts | y | y | n | n | n | n | |
| View Contracts | y | y | Only of Members They Manage | Only of the Projects They Manage | Only Their Own | Only of Assigned Projects | |
| Time Tracking | Track Time | y | y | y | y | y | n |
| Make Time Requests | y | y | y | y | y | n | |
| Edit Timesheets | y | y | Limited Access | Limited Access | Limited Access | n | |
| Enable/Disable Tracker Types | y | y | n | n | n | n | |
| Activity Level Tracking | View Activity Level Reports | y | y | Only of Assigned Members | Only of Assigned Members | Only Their Own | Only of Assigned Members |
| Change Activity Range Setting | y | y | n | n | n | n | |
| App and Website Usage Tracking | Set Productivity Labels | y | y | Only for Members They Manage | Only for Members in Projects They Manage | n | n |
| See App and Website Usage Reports | y | y | Only of Members They Manage | Only of Members in Projects They Manage | Only Their Own | Only of Assigned Projects | |
| Finance Management | Create Invoices | y | y | Only Custom Invoices | Only Custom Invoices | Only Custom Invoices | n |
| Manage Payroll | y | y | y | n | n | n | |
| Manage Workspace Billing | y | If Given Permission | n | n | n | n | |
| Pay Workspace Members | y | n | n | n | n | n | |
| Leave Management | Request Time Off | y | y | y | y | y | n |
| Approve Leave Requests | y | If Given Permission | If Given Permission | If Given Permission | n | n | |
| Reports & Monitoring | View Reports | y | y | Only of Members They Manage | Only of Members in Projects They Manage | Only Their Own | Only of Assigned Projects |
| View Real-Time Monitoring Data | y | y | y | y | n | n | |
| Export Reports | y | y | Only of Teams They Manage | Only of Projects They Manage | Only Their Own | n | |
| Schedule Reports | y | y | Only of Teams They Manage | Only of Projects They Manage | Only Their Own | n | |
| Screenshot Tracking | View Screenshots | y | y | Only of Members They Manage | Only of Members in Projects They Manage | Only Their Own | Only of Assigned Projects |
| Delete Screenshots | y | y | Only of Members They Manage | Only of Members in Projects They Manage | Only Their Own | n | |
| Shifts | Create, Manage, and Assign Shifts | y | y | Only for Members They Manage | Only for Members in Projects They Manage | n | n |
| View Shift Information | y | y | Only of Members They Manage | Only of Members in Projects They Manage | Only for Self | Only of Assigned Members | |
| Team Chat | Chat with Workspace Members | y | y | y | y | y | If turned into paid member |
Note that Project Viewers are not paid members of the workspace and can only access the project they are assigned to. However, you have the option to turn them into paid members, which will turn them into a member you will be charged for and who will have the ability to use the chat, start video meetings, and create tasks.
To turn Project Viewers into paid members, go to People > Project Viewers > Enable paid collaboration.
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