Project manual

23. Set Access Permissions

  (System Settings)

As a system administrator, you control the Project access permissions for registered users associated with the project, registered users not associated with the project, and guest users. To change permissions, follow these steps:

  1. From the Portal Page, choose Project > Setting.

    If you are not already logged in as Admin, enter your admin password when prompted.

    Select Access Permission Setting.

  2. Check the appropriate check boxes to assign permissions to the various types of users.

    See chart below (Step 4.).

  3. Project members will be categorized into the following four (4):

  4. Default for each setting is "Yes."

    Functions Project Members (Registered Users) Non-Project Members
    (Registered Users)
    Non-Registered Users
    Project Manager Job
    Person-in-charge
    Task
    Person-in-charge
    Other Members
    Access Permissions to the existing Projects
    Complete Projects
    Project Browse Setting
    Import CSV Files
    Add/Copy/Delete Jobs
    Yes
    Type1
    Type1
    Type1
    Type3
    No
    Edit Jobs
    Yes

    Yes

    Type1
    Type1
    Type3/div>
    No
    Add/Copy/Delete Tasks
    Yes

    Yes for Task under the assigned Job

    Type1
    Type1
    Type3
    No
    Edit Tasks
    Yes

    Yes for Task under the assigned Job

    Yes

    Type1
    Type3
    No
    Browse
    Export CSV Files
    Yes
    Yes
    Yes
    Yes
    Type2
    Type4
    Access Permissions to the completed Projects
    Resume the Complete Projects
    Yes
    Type1
    Type1
    Type1
    Type3
    No
    Project Browse Setting
    Import CSV Files
    Add/Copy/Delete Jobs
    Add/Copy/Delete Tasks
    No
    No
    No
    No
    No
    No
    Browse
    Export CSV Files
    Yes
    Yes
    Yes
    Yes
    Type2
    Type4

    Type1 Valid if checked on 'Add & Update' in the 'Access Permission for Registered Users to the Project they participate in' and 'Access Permission for Registered Users Not in Charge of any Jobs / Tasks'
    Type2

    Valid if checked on 'Browse' in the 'Access Permission for Registered Users to the Project they do not participate in'

    Type3 Valid if checked on 'Add/Update' in the 'Access Permission for Registered Users to the Project they do not participate in'
    However, if Type 1 or Type 2 was not checked. This setting will become 'invalid'.
    Type4 Valid if checked on 'Browse' in the Access Permission for Guest Users
    However, if Type 2 was not checked. This setting will become 'invalid'.

    "Browse" means browsing projects, jobs, or tasks.

    Even if you cannot browse the Project, you can browse the Project List.

    You can browse Project Name/Progress Status (%, status)/Person-in-charge (User name. Mail Address).

    You can export CSV files with an Access Permission for Browsing.

    You can import CSV files if you have Access Permission for Editing the Assigned Project (Type 1, 3).


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