Managing licenses

Full Users

Full users have access to the full work lifecycle, as well as access to create and view reports.

With ‘Enhanced Permissions’ enabled, organizations can also control access of Full Users, restricting them only to projects where they have a role, providing another layer of access permissions for large organizations with stricter confidentiality requirements.

Team Member

Team Members can see the specific tasks assigned to them, rather than the whole Project workplan. Team Members are centered around tasks, working day to day on completing tasks, collaborating with files & discussions, and reporting timesheets.

Time & Expense

The Time & Expense user type is only available under existing contracts and will be deprecated in the future to avoid overlap with Team Member users.

Requestor (formerly: Social)

Requestor users can sign into AdaptiveWork with a username and password.

They can work on cases and to-do tasks, as well as participate in discussions within the Groups they belong to. They can have joint workspaces where they can share files, notes, discussions and even see the AdaptiveWork widgets (Roadmap, Gantt).

Requestor users can also submit Custom Action items, i.e. submit forms that trigger workflows, such as submitting a helpdesk ticket, PTO, project, change request, etc.

Customers that need a joint, secure, workspace where they can share ideas, submit requests, and work jointly with other team members, rather than rely on emails and attachments residing in individual email inboxes or computers typically use this user type.

This license may also be used by members of other departments who are not project/task-centric but occasionally need to collaborate with licensed AdaptiveWork users and provide input into the shared knowledge base.

For more details on how to manage your licenses, click here.

External Collaborator

The External Collaborator solution & license model allows for organizations to closely work with their stakeholders, share & collaborate, while addressing 2 important aspects:

1. Focus the customer on what is important by providing a dedicated Customer Portal
2. Maintain cost effectiveness by using a license model that allows stakeholders to get visibility into projects without the need to allocate more expensive Full licenses

Customers can leverage a portal to access their projects, files, conversations and requests. Additionally, public discussions that take place provide transparency, while remaining separate from your internal teams' private discussions.

None

AdaptiveWork lets you add users without a license (None in the license type picker). These users can be added as placeholders in the planning stages, before they get a permanent license.

These users cannot log in to AdaptiveWork, and cannot update work, however they can be added to Projects, and their planned hours will be calculated in the work plan. In addition, they can interact with AdaptiveWork via email.