Overview of User Types
Each Workzone user is assigned a unique user account with a specific user type, designed to reflect the role they play and the level of access they should have in Workzone. Each user has the same user role across all workspaces and projects in Workzone.
Administrators can create, view and modify all workspaces and all system features. Only Administrators can create Managers, Contributors, or other Administrators. Limit this role to the most trusted users in your organization. Administrators automatically see all workspaces and all workspace content; they cannot be restricted from seeing any information in Workzone. Only an Administrator can delete a workspace.
This type of user can modify all aspects of the workspaces to which they are assigned, whether or not the Manager was the creator of the item. Additionally, the Manager can create new workspaces, partners, screening rooms, and Reviewer and Partner users. This is the most common role given to individuals who are organizing a workspace, loading documents or managing projects.
This type of user can view and add items to all folders, documents, calendars and projects of the workspaces to which they are assigned, but cannot modify or delete items that they did not create. A Contributor can upload new versions of documents, whether or not they uploaded the original version.
A Contributor cannot create new workspaces or users, nor can they view/edit Reviewer or Partner user information.
Though they cannot add new projects, a Contributor can add tasks to existing projects and can edit tasks to which they are assigned. They can upload an attachment to any project or task to which they have access, whether or not they are responsible.
Collaborators have more limited access and permissions to Workzone than the above Associate user types. These roles are usually ideal for users outside of your internal team or organization, such as clients or third-party vendors.
Partner users are associated with a specific Partner Firm (set up separately). In Documents, the primary tool that most Partner users use in Workzone, Partner users can add, modify, and delete documents only in the partner folder of the specific workspaces to which they have been assigned.