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:
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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.
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Check the appropriate check boxes to assign permissions to the various types of users.
See chart below (Step 4.).
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Project members will be categorized into the following four (4):
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Default for each setting is "Yes."
Functions Project Members (Registered Users) Non-Project Members
(Registered Users)Non-Registered Users Project Manager Job
Person-in-chargeTask
Person-in-chargeOther Members Access Permissions to the existing Projects Complete Projects
Project Browse Setting
Import CSV Files
Add/Copy/Delete JobsYesType1Type1Type1Type3NoEdit Jobs YesYes
Type1Type1Type3/div>NoAdd/Copy/Delete Tasks YesYes for Task under the assigned Job
Type1Type1Type3NoEdit Tasks YesYes for Task under the assigned Job
Yes
Type1Type3NoBrowse
Export CSV FilesYesYesYesYesType2Type4Access Permissions to the completed Projects Resume the Complete Projects YesType1Type1Type1Type3NoProject Browse Setting
Import CSV Files
Add/Copy/Delete Jobs
Add/Copy/Delete TasksNoNoNoNoNoNoBrowse
Export CSV FilesYesYesYesYesType2Type4Type1 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).