Before you start
Webvizio was built for teamwork, collaboration on web design projects, and web project management, so it was designed to fit a variety of different use cases: website owners, web design agencies, clients, project and/or product managers, dev teams, or independent service providers.
Those use cases will naturally differ by their roles and responsibilities, so there are a number of different roles and user categories in which you and your teammates can use Webvizio. Let’s break it down.
User roles
1. Account Owner
An account owner is the one who signs up for the platform and creates the account. The account owner can be a particular website owner or representative or manage a few different projects in parallel.
An account owner has access to full account management, including:
- Account management (creating and deleting the account, setting other users’ permissions)
- Account payments, billing, and subscription management
- Managing projects within the account
- Managing users on both the account and projects levels
- Approving or rejecting requests to add new users to the account
- Advanced task management (e.g deleting or changing any task incl other users’ tasks)
- Overseeing project dashboards, productivity reports, and activity logs.
2. Project Manager
A project manager is a person responsible for particular projects and is responsible to oversee and track the project progress and team performance.
For example, a project manager can:
- Create and manage projects
- Add users (with appropriate settings – with/without permission from the Account owner)
- Assign/reassign roles (with appropriate settings – with/without permission from the Account owner)
- Share / add/remove users at the project level
- Advanced task management (e.g deleting or changing any task incl other users’ tasks)
- See project dashboards, productivity reports, and activity logs.
3. Assignee
An assignee is a project executor who is usually getting invited to a project (and platform) and assigned with some tasks to perform.
Assignee access allows them to:
- Create/ edit their own tasks
- Delete tasks created themselves
- Indicate task status, priority and deadlines.
👉Note: When registered users join through a sharing link on all plans, they are automatically assigned an “Assignee” role by default. If the account exceeds the seat limit, all invited users will be added as Viewers instead. You can modify this setting in the Account Settings or adjust user roles at any time.
4. Guest
A Guest can be a third-party contributor or a client who’s not actively involved in the project execution and is only invited for a one-time contribution, to view specific projects and share feedback with the team.
For all plans (Starter, Advanced, and Enterprise), your guests can create tasks if guest contributions are enabled by the account owner:
- Starter plan: Guests can create basic tasks with titles and descriptions
- Advanced and Enterprise plans: Guests have access to extended collaboration features, including full task creation capabilities and enhanced project interaction
For guests on any paid plans (Starter, Advanced, and Enterprise), there is also an option to bypass authorization pop-ups. You can change this at any time in the Account settings.
Any unregistered user accessing a project via link sees it in Guest view by default. Guests are not counted against your user quota, so you can invite as many guests as needed.
- An “Assignee” role if you have available user seats within your plan limit
- A “Viewer” role if all user seats are occupied
5. Viewer
A Viewer is someone who’s not actively involved in the project execution but has access to overview the project’s progress.
The viewer’s permissions are limited to reviewing tasks only.
Users in the “Viewer” role do not count against your plan’s user quota (whether you’re on Starter, Advanced, or Enterprise), so you can invite as many viewers as you like.
The user roles comparison chart is provided below:
Adding users to your account
New users can be added to an account, removed, or assigned a role by the Account Owner or Project manager (if an Account Owner provided this permission in the Account settings).
When adding a user who is not registered in the system, the user receives an email with an invitation to register and a button leading to the registration page. If a user registers with the specified email address, he is automatically added to the account team with the specified role.
Add users to the account, before assigning tasks on a project level. This is important for the account owner to be able to control users’ access to specific projects. This way users will have access only to those projects that the account owner considers necessary. The logic behind this is that if you are an agency and you have several clients, you probably do not want the managers/users of one client to see the projects of another client.
Adding users to your project & assigning user roles
When creating a new project, both the Account owner and the Project owner who created the project are automatically assigned to it with admin permissions.
The Account Owner and Project Manager can change user roles within the project, but set them no higher than those assigned to the user at the account level.
Account Owner and Project Manager can add users to a project in the Project Settings menu by:
1) choosing them from the list of all registered users at the account level
2) adding a new user, by typing in an email address and sending an invitation to join the project
Add users to the project on the fly!
There is a quick and simple way of adding registered users (at the account level) to the project without presetting in on the project level. Just add a new task, click “assign to” and choose the user in the list, or mention user’s profile name by using the “@USERNAME” command.
As soon as users are assigned to a task within a project, they are being automatically added to the project team.
When new users are added to the project, they are being automatically added to both the project and the account.
