What This Article Covers
This article explains the permissions related to:
Workflow and Tasks Permissions
Each permission includes:
What access the permission provides
Any dependencies or license requirements
What happens when the permission is turned off
Use this guide when setting up permission sets during implementation or when troubleshooting access questions for your team.
Table of Contents
Work Permissions
Work Permissions
✅ Create, Edit, and Assign Work
Controls whether users can create, edit, and assign work items in Canopy.
What this permission allows
Create:
Generic tasks
Client requests
Organizers
Notices
eSign requests
Subtasks
Edit work details
Assign work to other team members
Important considerations
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
Transcripts and Notices
Other permissions affected
Turning this permission off automatically disables:
Set Task Budgets
Send Client Request Tasks
Create and Edit Automation Rules
When this permission is turned off
The Create Task option is removed from:
The blue + button
The Tasks list
Users can still view existing tasks
Users cannot:
Edit task details
Change task ownership
Access the task edit menu
✅ Set Task Budgets
Controls whether users can set or edit budgeted hours on tasks and subtasks.
What this permission allows
Set budgeted hours on tasks
Edit budgeted hours on subtasks
Configure budgeted hours within task templates
Important considerations
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
Transcripts and Notices
When this permission is turned off
The Budgeted Hours field becomes read-only:
On existing tasks and subtasks
Within task templates"
✅ Generic Tasks
Controls whether users can view and work with generic (non-client-facing) tasks.
What this permission allows
View generic tasks the user has access to
Be assigned to generic tasks
Work within generic task workflows
Important considerations
This permission only applies to users with a Workflow license
Other permissions affected
Turning this permission off automatically disables:
Task Templates
When this permission is turned off
Users can still access the Tasks list
Users can only see:
Client Requests
Questionnaires
eSign requests
(including within My Work and client profiles)
Users cannot:
Create generic tasks
Be assigned to generic tasks by others
Users can still send client requests
✅ Send Client Request Tasks
Controls whether users can send client request tasks and communicate with clients through those tasks.
What this permission allows
Send client request tasks to clients
Comment on client request tasks
Reply directly to clients from client request tasks
Important considerations
This permission only applies to users with a Workflow license
When this permission is turned off
Users can still create client request tasks
Users cannot:
Send client request tasks to clients
Comment on client request tasks
Reply to clients
Users can still:
View client request tasks
Edit task details such as:
Reminder
Assignee
Priority
Status
✅ Tax Organizers
Controls whether users can view and manage tax organizers for clients they have access to.
What this permission allows
View tax organizers
Manage tax organizers for assigned clients
Important considerations
This permission only applies to users with a Workflow license
When this permission is turned off
The Organizers tab is removed from the client profile
✅ Change Work Status
Controls whether users can change the status of work items.
What this permission allows
Change the status of:
Generic tasks
Client requests
Organizers
Notices
eSign requests
Subtasks
Important considerations
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
Transcripts and Notices
Other permissions affected
Turning this permission off automatically disables:
Create and Delete Custom Statuses
When this permission is turned off
Task, client request, questionnaire, and eSign statuses are visible but read-only
Status fields are disabled when creating a task
Subtasks do not display the checkbox used to mark them complete
Custom status controls are disabled and cannot be accessed
✅ Create and Delete Custom Statuses
Controls whether users can create or delete custom work statuses.
What this permission allows
Create custom statuses
Delete custom statuses
Important considerations
This permission only applies to users with a Workflow license
When this permission is turned off
Users can still change a task’s status
Options to add or delete custom statuses are not available
✅ Create and Edit Automation Rules
Controls whether users can create, edit, or delete automation rules for work items.
What this permission allows
Create automation rules on:
Tasks
Task templates
Client requests
Client request templates
Edit existing automation rules
Delete automation rules
Important considerations
This permission only applies to users with a Workflow license
When this permission is turned off
Existing automations remain visible
Users cannot:
Add new automation rules
Edit existing automation rules
Delete automation rules
Automation options are hidden or disabled when:
Creating a task
Editing a task or subtask
Editing a task template
✅ View Automation Rules
Controls whether users can view automation rules on work items.
What this permission allows
View automation rules on:
Tasks
Task templates
Client requests
Client request templates
Important considerations
This permission only applies to users with a Workflow license
Other permissions affected
Turning this permission off automatically disables:
Create and Edit Automation Rules
When this permission is turned off
Automation rules are not visible on task templates
The automation section is hidden when:
Creating a task from scratch
Viewing or editing an existing task
Users cannot add automation rules to task templates
✅ Bulk End Recurrences
Controls whether users can stop recurring tasks in bulk.
What this permission allows
End recurrences for multiple primary recurring tasks at once from the Tasks list
Important considerations
This permission only applies to users with a Workflow license
When this permission is turned off
The Bulk End Recurrence option is removed from the bulk actions menu on the Tasks list
✅ Export Work
Controls whether users can export work data from Canopy.
What this permission allows
Export tasks to a CSV, including:
Generic tasks
Client requests
eSign requests
Notices
Export tax organizers
Important considerations
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
Transcripts and Notices
When this permission is turned off
The Export option is removed from the Tasks list three-dot menu
Users can still download completed tax organizer forms
✅ Archive Work
Controls whether users can archive work items, removing them from active task lists and client records.
What this permission allows
Archive tasks
Remove archived work from:
The Tasks list
Client records
Important considerations
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
Transcripts and Notices
Other permissions affected
Turning this permission off automatically disables:
Delete Work
When this permission is turned off
Users cannot archive tasks from:
The task three-dot menu
Right-click options in the Tasks list
Archived tasks are not visible
Users can still archive individual subtasks
✅ Delete Work
Controls whether users can permanently delete archived work items.
What this permission allows
Permanently delete work items from the archive
Important considerations
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
Transcripts and Notices
When this permission is turned off
Users can still archive tasks
Users can still delete tasks
(Deleting is not fully restricted by this permission in the current behavior.)
✅ View Dashboard
Controls whether users can access the Tasks reporting dashboard.
What this permission allows
View the Tasks dashboard and related reporting
Important considerations
This permission only applies to users with a Workflow license
When this permission is turned off
The Dashboard option is removed
✅ Questionnaires
Controls whether users can view client questionnaires.
What this permission allows
View questionnaires on:
The Tasks list
Client profiles
Important considerations
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
Workflow
Document Management
When this permission is turned off
Questionnaires are hidden from:
The Tasks list
Client profiles
Users can still:
Create questionnaires
Send questionnaires
Users cannot view questionnaires they send
✅ Send Questionnaires
Controls whether users can send client questionnaires.
What this permission allows
Create and send questionnaires to clients
Important considerations
This permission only applies to users with one of the following licenses:
Client Management
Tax Resolution
Workflow
Document Management
When this permission is turned off
Users can view existing questionnaires
Users cannot create or send questionnaires