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Controlling access and activity
The type of functionality available to each user is dependant upon the licence type and the permissions they have been allocated on a project and can even be adjusted down to specific documents if required.
It is up to you how to apply permissions either keep it simple or create lots of custom permissions groups to have fine control over different users. Each new project comes with four standard permissions groups; No Access, Read, Read/Write and Modify. Users start in No Access and you can move them into the other groups so they can get increasing access to capability on the project.
This simple mode works well off the shelf for internal projects and can be managed by the PM once they have been given their ‘Modify’ permission. If you want to refine access for these user groups you can move default permissions for a group on a document by document basis so giving the ‘Read’ group no access to project finances but read/write access to the risk register. To extend this further you can create an unlimited number of custom permissions groups for particular users within a project e.g. Customer and then grant permissions.
The permissions control not just the ability to chance files and documents or add new material but to search, report , set up notifications, undertake assurance activities and much more.
Additional top level permissions flags control access to portfolios and administration capabilities like creating projects, new users or allocating licences to user accounts.
You can also pre set the Permissions groups as part of your method template so users added to ‘customer’ or supplier always get the same expected permissions to the standard documents.
Licence management
The user’s licence determines fundamentally what type of interface they can use and the feature set available to them.
Contact only -
View Only -
Team -
Manager -
View the full Permissions Matrix to see exactly what is available to users with each licence type.
Administrators can move licences around between users whenever they wish allowing for great flexibility.
User permissions
No permissions management the single user has access to everything.
No permissions management the single user has access to everything.
Full permissions management as described. This edition comes with a preset number of user licences and can only be extended by upgrading to Enterprise Edition
Full permissions management as described. You decide how many licences of each type you want on your system and can add more or reallocate them any time you wish.
“Giving you control over who can access which project or document and what they can do with it. Controlling access to reporting, administration and all aspects of the system and easy to set up and use.”
Product Focus (click icon for full info)
PROJECT in a box -
Explore the key capabilities further:
Methods for less complex projects
MSP®
Proposal Preparation Process (PPP)
Project Controls Risks and Issues
Hosting Service (SaaS)
Or view full product matrix