Project Permissions

Server Configuration

Enable this option in the Server Setup > Projects tab.

• Use Project Permissions: Select Yes to activate the use of Project Permissions.
• Always Allow: Add Users to the Always Allow list by clicking on the star icon. Users added to the Always Allow list will have Project Permissions in all Projects. To remove someone from this list, click on the User name and press Confirm on the Confirm Remove window.
  
  

* Note that once this feature is configured, all existing Projects are affected.

Configuration per Project

In the Edit Project window, click on the Eye menu at the top and select "Permissions".

The Project Permissions window opens to display on the left side the list of the Manually Added Users and on the right side the list of the Server Added Users.

• Manually Added: The User that created the Project will be automatically added here. From the star icon above the Manually Added list your can add more Users etc.
• Server Added: Will show the Users that had been added through the Server Setup under the Always Allow list.
  
  

Permission Levels

• Super Users with Project Permissions on a Project:
  
  • Can perform all actions without restrictions.
    
    
• Super Users without Project Permission on a Project:
  
  • Cannot modify Project Standard Fields, including the options at the bottom of the Project Edit window: Quotation, Invoiced, Cancelled and Hold Invoice.
  • Cannot modify or add Bookings.
  • Cannot see Rates.
  • Cannot Close Project (set Active = No)
  • Cannot see Price Agreements.
  • Cannot modify View Filters.
    
    
• Super Users without Project Permission on a Project can perform the following actions:
  
  • Can modify Project Custom Fields.
  • Can add Project Work Orders and Extras, as well as modify and delete those added by themselves.
  • Can add, modify and delete Media Orders (if module is licensed) added by themselves as well as the ones added by other Users. A Super User with Rates can additionally modify Rates.
  • Can upload and download files to the Files Window, but cannot see files uploaded to the Hidden folder.
  • Edit Timereports (depending on Permission profile).
  • Edit Timereport invoice flag
  • Add Project Objects
  • Can open and delete a Container linked to the Project.
  • Add a new Project to Container.

• Can see and edit all dispatches linked to own or other projects they have no permission for.
• Can create PO’s and Incoming Invoices and link to projects they have no permission for.

• Task Users with Project Permissions on a Project:
  
  • Can perform all actions allowed to Task Users without restrictions.
  • Can add Work Orders, Media Orders (if module is licensed) and Extras, as well as modify and delete those added by him.
  • If Book Self User Permission is set to Yes, they can only book themselves on those Projects where they have Project Permission.
  • Can modify Project Custom Fields.
  • Can upload and download files to the Files Window, but cannot see files uploaded to the Hidden folder.
    
    
• Task Users without Project Permissions on a Project: Cannot perform any of the actions just described above.
  
  
• Web Users: Refer to the Web Visibility article for more information.

NOTE! In 7.1 we've added a new permission to the User's Profile. It's not the same as Project Permissions, but it allows to limit visibility of Projects by Division. If "User Can Only See Projects from Own Division" is enabled, effectively User is not able to see/search or create bookings on any other Division. This setting can be useful if: 

• Division Module is purchased
• Projects are not being shared between Divisions (each Division is working on its own projects)
• Users are not able to see / book or search other Divisions' Projects

Please contact [email protected] if you'd like to discuss which option is best suited for your workflow!