Account Roles

Overview of Roles and Permissions

Account Level

At the account level, there are two roles that enable different functions within WorksOS:

  • Account Administrator

  • Account User

Here is a simple view of the functions for each role:

WorksOS Function Administrator User
Projects

Create, archive

(All other project functions should be done by Project Managers at the project level.

 View
Account Users

Add to account, edit (reassign role), delete from account

(All account user functions should be done by Project Managers at the project level. (See Project Permissions.)

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Table: Account roles and permissions

NOTE: Many Account Roles and Project Permissions are shared with WorksManager too.

Project Level

At the project level, there are two permission levels that enable different functions:

  • Project Manager

  • Project Viewer

For details, see the Project Permissions help topic. To change your account role or project permissions, contact your Account Administrator.