To understand the different levels of access associated with each permission level, see the table below. Once you've read about the access granted by each permission level, learn how to add, modify or remove team members.

Project role (e.g. sustainability consultant, architect, etc.) does not have any impact on the access granted. It simply allows you to keep track of the different roles and responsibilities on your team.

In addition to the access/functionality listed below, the project administrator will be the point of contact for major project-related communications from IWBI (e.g., review return notifications, mid-review clarification requests, AAP/EP approval/rejection, etc.). 

In order to upload documents to individual subscribed locations within a WELL at scale account, team members other than the portfolio administrator must be added to each location. If you need to add team members to a large number of locations, submit a request from your account's Support tab.

Click the image below to enlarge if needed. The "WELL Certification" column refers to both Core and non-Core projects.

Find your program below to see what each permission level can do. "WELL Certification" includes both Core and non-Core projects.

• WELL Certification

  Access/functionality	Project admin	Team manager	Team member	Marketing POC	PTA (full)	PTA (limited)
  Account
  Enroll project	Yes	Yes	No	No	No	No
  Delete unregistered project	Yes	No	No	No	No	No
  Send agreement	Yes	Yes	Yes	Yes	Yes	Yes
  Download agreement	Yes	Yes	No	No	No	No
  Pay invoice	Yes	Yes	Yes	Yes	Yes	Yes
  Edit invoice	Yes	Yes	No	No	No	No
  Estimated date submission popup	Yes	Yes	No	No	No	No
  Address info update popup	Yes	Yes	No	No	No	No
  Industry/sector info update popup	Yes	Yes	Yes	No	No	No
  Initiate recertification/renewal	Yes	Yes	No	No	No	No
  Team management
  Invite a team member	Yes	Yes	No	No	No	No
  Remove a team member	Yes	No	No	No	No	No
  Change the project administrator	Yes	No	No	No	No	No
  Edit roles and permissions of a team member	Yes	No	No	No	No	No
  Project management
  Overview	Yes	Yes	Yes	Yes	Yes	Yes
  Edit tab – access	Yes	Yes	Yes	Yes	No	No
  Edit tab – edit	Yes	Yes	No	No	No	No
  Profile tab – access	Yes	Yes	Yes	Yes	Yes	Yes
  Profile tab – edit	Yes	Yes	No	No	No	No
  Promotion tab	Yes	Yes	Yes	Yes	Yes	Yes
  Support tab	Yes	Yes	Yes	Yes	Yes	Yes
  Submit AAP/EP	Yes	Yes	Yes	Yes	Yes	Yes

• WELL for residential

  Access/functionality	Project admin	Team manager	Team member	Marketing POC	PTA (full)	PTA (limited)
  Account
  Enroll project	Yes	Yes	No	No	No	No
  Delete unregistered project	Yes	No	No	No	No	No
  Send agreement	Yes	Yes	Yes	Yes	Yes	Yes
  Download agreement	Yes	Yes	No	No	No	No
  Pay invoice	Yes	Yes	Yes	Yes	Yes	Yes
  Edit invoice	Yes	Yes	No	No	No	No
  Initiate recertification/renewal	Yes	Yes	No	No	No	No
  Team management
  Invite a team member	Yes	Yes	No	No	No	No
  Remove a team member	Yes	No	No	No	No	No
  Change the project administrator	Yes	No	No	No	No	No
  Edit roles and permissions of a team member	Yes	No	No	No	No	No
  Project management
  Overview	Yes	Yes	Yes	Yes	Yes	Yes
  Edit tab – access	Yes	Yes	Yes	Yes	No	No
  Edit tab – edit	Yes	Yes	No	No	No	No
  Profile tab – access	Yes	Yes	Yes	Yes	Yes	Yes
  Profile tab – edit	Yes	Yes	No	No	No	No
  Promotion tab	Yes	Yes	Yes	Yes	Yes	Yes
  Support tab	Yes	Yes	Yes	Yes	Yes	Yes
  Submit AAP/EP	Yes	Yes	Yes	Yes	Yes	Yes

• WELL Ratings

  Access/functionality	Project admin	Team manager	Team member	Marketing POC	PTA (full)	PTA (limited)
  Account
  Enroll project	Yes	No	No	No	No	No
  Delete unregistered project	Yes	No	No	No	No	No
  Pay invoice	Yes	Yes	Yes	Yes	Yes	Yes
  Edit invoice	Yes	Yes	No	No	No	No
  Address info update popup	Yes	Yes	No	No	No	No
  Industry/sector info update popup	Yes	Yes	Yes	No	No	No
  Initiate recertification/renewal	Yes	Yes	No	No	No	No
  Team management
  Invite a team member	Yes	Yes	No	No	No	No
  Remove a team member	Yes	No	No	No	No	No
  Change the project administrator	Yes	No	No	No	No	No
  Edit roles and permissions of a team member	Yes	No	No	No	No	No
  Project management
  Edit tab – access	Yes	Yes	Yes	Yes	No	No
  Edit tab – edit	Yes	Yes	No	No	No	No
  Profile tab – access	Yes	Yes	Yes	Yes	Yes	Yes
  Profile tab – edit	Yes	Yes	No	No	No	No
  Promotion tab	Yes	Yes	Yes	Yes	Yes	Yes
  Support tab	Yes	Yes	Yes	Yes	Yes	Yes
  Submit AAP/EP	Yes	Yes	Yes	Yes	Yes	Yes
  Locations tab – access	Yes	Yes	Yes	Yes	Yes	Yes
  Add new locations	Yes	Yes	No	No	No	No
  Archive a location*	No	No	No	No	No	No
  Create new subsets	Yes	Yes	No	No	No	No
  Edit existing subsets	Yes	Yes	No	No	No	No

• WELL at scale

  Access/functionality	Project admin	Team manager	Team member	Marketing POC	PTA (full)	PTA (limited)
  Account
  Subscribe WELL at scale account	Yes	Yes	No	No	No	No
  Delete unsubscribed WELL at scale account	Yes	No	No	No	No	No
  Send agreement	Yes	Yes	Yes	Yes	Yes	Yes
  Download agreement	Yes	Yes	No	No	No	No
  Pay invoice	Yes	Yes	Yes	Yes	Yes	Yes
  Edit invoice	Yes*	Yes*	No	No	No	No
  Address info update popup	Yes	Yes	No	No	No	No
  Industry/sector info update popup	Yes	Yes	Yes	No	No	No
  Team management
  Invite a team member	Yes	Yes	No	No	No	No
  Remove a team member	Yes	No	No	No	No	No
  Change the project administrator	Yes	No	No	No	No	No
  Edit roles and permissions of a team member	Yes	No	No	No	No	No
  Project management
  Edit tab – access	Yes	Yes	Yes	Yes	No	No
  Edit tab – edit	Yes	Yes	No	No	No	No
  Profile tab – access	Yes	Yes	Yes	Yes	Yes	Yes
  Profile tab – edit	Yes	Yes	No	No	No	No
  Support tab	Yes	Yes	Yes	Yes	Yes	Yes
  Submit AAP/EP	Yes	Yes	Yes	Yes	Yes	Yes
  Locations tab – access	Yes	Yes	Yes	Yes	Yes	Yes
  Add new locations	Yes	Yes	No	No	No	No
  Edit existing locations	Yes	Yes	No	No	No	No
  Archive a location	No	No	No	No	No	No
  Create new subsets	Yes	Yes	No	No	No	No
  Edit existing subsets	Yes	Yes	No	No	No	No

  * Except the initial WELL at scale invoice.