Account & Admin

Team & Workspace

Collaborate with your team under a shared workspace, with granular control over who can see and do what.

About workspaces

Every WorkWiz account is anchored to a workspace — a private environment that contains all of your projects, tasks, clients, proposals, expenses, and team members. When you sign up, a workspace is automatically created and you become its Owner.

You can also be a member of workspaces owned by other people. Switching between workspaces is seamless — use the workspace selector in the top navigation bar to jump between any workspace you belong to. Each workspace is fully isolated: data in one workspace is never visible from another.

Inviting team members

Workspace Owners and Admins can invite new members at any time. The invitee receives an email containing a secure, time-limited join link. Once they click the link and complete sign-up (or log in to an existing account), they are automatically added to your workspace with the role you chose.

1
Go to /team
Navigate to the Team page from the sidebar or directly via workwiz.space/team. You will see a list of current members along with their roles and permission status.
2
Click "Invite member"
Press the Invite member button in the top-right corner of the Team page to open the invitation panel.
3
Enter their email address
Type the email address of the person you want to invite. WorkWiz will check whether that address already has an account — if so, the invitation links directly to their existing profile.
4
Choose a role
Select the role that best fits what this person will do in your workspace: Admin, Member, or Viewer. You can also configure granular permissions after the invitation is accepted. See the Member roles section below for a full breakdown.
5
Send — they receive a join link by email
Click Send invitation. The invitee receives an email with a secure join link that is valid for 7 days. Once clicked, they are prompted to create an account (or log in) and are immediately added to your workspace. Pending invitations are listed on the Team page and can be cancelled at any time before they are accepted.

Member roles

WorkWiz uses four built-in roles. Roles are hierarchical — higher roles include all capabilities of lower roles unless explicitly restricted by granular permissions.

Role	What they can do
OWNER	Full access to everything in the workspace, including billing, danger-zone actions (account deletion), and workspace settings. There is exactly one Owner per workspace and ownership cannot be transferred currently.
ADMIN	Can manage workspace members (invite, remove, change roles and permissions) and edit workspace settings. Cannot access billing or delete the workspace.
MEMBER	Standard access. Can create and edit content based on their granular permission set. Cannot manage other team members or access workspace settings.
VIEWER	Read-only access to the workspace. Viewers can browse projects, tasks, clients, and other data but cannot create, edit, or delete anything.

Granular permissions

Beyond the role system, Owners and Admins can fine-tune exactly what each Member can read or write. These toggles are set per person from the Team page and take effect immediately — no sign-out required.

Permission	Read	Write	Notes
Tasks	Toggle	Toggle	Write includes creating, editing, and completing tasks.
Projects	Toggle	Toggle	Write includes creating and archiving projects. Combine with Project Scoping to limit visibility.
Clients	Toggle	Toggle	Write includes adding and editing client records.
Proposals	Toggle	Toggle	Write includes drafting and sending proposals. Sensitive for pricing — restrict carefully.
Expenses	Toggle	Toggle	Write includes logging and categorising expense entries.
Price Lists	Toggle	Toggle	Write includes creating and editing service rate cards.
Team Management	Yes / No		When enabled on a Member (not just Admin), they gain the ability to invite and remove other members.
Project Scoping	Yes / No		When enabled, the member only sees projects they are explicitly assigned to. See the Project scoping section below.

Seat limits by plan. The number of members you can have in a workspace depends on your subscription: FREE — 1 seat (solo only, no invitations); PRO — 1 seat; BUSINESS — up to 10 seats. To add more than one member you need to be on the Business plan. Upgrade at Settings → Billing.

Project scoping

The Project Scoping permission is designed for situations where a team member — typically a contractor or an external collaborator — should only see the projects they are directly working on, and nothing else.

When Project Scoping is enabled for a member, they will only see projects where they appear as an assigned team member. All other projects, their tasks, and associated data are completely hidden from their view, as if those projects do not exist.

This is particularly useful when:

You work with freelancers or subcontractors on specific engagements.
You run multiple client accounts and need to keep them siloed.
You want junior team members focused only on their own workload.

Project Scoping can be enabled or disabled at any time without affecting the underlying project assignments. Removing the restriction immediately restores full project visibility for that member.

Removing members

To remove someone from your workspace, go to /team, find the member in the list, and click the Remove option from their actions menu. You will be asked to confirm before the removal takes effect.

When a member is removed:

Their access to the workspace is revoked immediately — active sessions are invalidated within minutes.
All tasks and projects they created remain in the workspace and are not deleted.
Their name is cleared from task and project assignments, so no task will show them as the assignee going forward.
Any activity history entries (audit trail) that reference them retain their display name for historical accuracy.

Removed members can be re-invited at any time using the standard invitation flow.