Q: Roles and permissions
I have read in comments that clients (to be able to comment tasks and create tickets or other request) should be registered as members. BUT. What about permissions? There's only one limited permissions role for members, but I don't want to give my clients the same permissions as team. And I don't want to limit team member permissions to client. But extra role creating requires enterprise plan. Well, it's weird... Could you create a standard role for clients? (in my case they should be able to view projects they are added to, create tasks (including by email), edit or delete tasks they have created, comment any task (including by email) and receive notifications about their own tasks and comments they are tagged or replies.
Ryan_WorkZappy
Jul 11, 2025A: H neposeda,
For your use case, you can use the “Project Collaborator” role, which is specifically designed for external users like clients. This role helps keep client access scoped and secure, without compromising your internal team’s permissions.
More details here: https://guide.workzappy.com/project/settings/members/project-collaborator
neposedaPLUS
Verified purchaser
great, I have not seen it in organization. Now I have found it in project.
The only issue is that the invite my "client" receives:
"Thank you so much for purchasing WorkZappy on AppSumo!
We're absolutely thrilled to have you on board and can't wait for you to experience all the ways our tool can help you streamline workflows and prevent project delays.
To get started,..."
Oops.
Perfect timing! We're updating the content of the invite email, and the new version will be live by next week.