Within Teamwork Projects, you can control what each user on a project can access and edit in the 'User Project Permissions' screen.
Note: Site administrators automatically have their own default permissions so this is for all other users.
To update a user's project permissions, go to the People section of your project. Hover over the user you want to edit, and you will see a gear icon to the far right of their name:
In the 'User Project Permissions' modal, you can view and edit the permissions for the user:
Note: You will need to press the Update button in order to save any changes you have made to the user's project permissions.
- Access allowed - Grant the user access to the project
- Project administrator - Make the user an administrator on the project (if this is enabled, all other permissions are automatically granted)
- View project updates - Allow the user to view project updates
- Add project updates - Allow the user to add new project updates
- View tasks & milestones - Can this user view tasks and milestones on the project?
- Update Milestones - Allow the user to make changes to milestones on the project
- Update Task Lists - Allow the user to make changes to task lists on the project
- View Estimated Time - Allow the user to view estimated time set on tasks
- Update Tasks - Allow the user to edit tasks assigned to them
- Can Edit All Tasks - Allow the user to edit any tasks on the project, including tasks assigned to other users. If they are the creator of the task, they will always have edit permission on that task
- View messages & files - Can this user view the messages and files added to the project?
- Update Messages - Allow the user to make changes to messages on the projects, including adding new ones
- Update Files - Allow the user edit permissions for files, including uploading new ones
- View time log - Can this user access the time area of the project?
- Can View Other People's Time - Allow the user to see time logged by other users
- Can Access Billing - Give the user access to the project's Billing tab (enabling this automatically makes other people's time logs visible)
- Can Log Time - Allow the user to log time on the project
- View notebooks - Can this user view the Notebooks area of the project?
- Update Notebooks - Allow the user to make changes to existing Notebooks, and create new ones
- View risk register - Can this user view the Risks area of the project?
- View links - Can this user view links added to the project?
- Update Links - Allow the user to edit existing links, and add new ones
Note: Since invoices can be created with time logs, it is not possible to give access to the billing area without also giving them the permission to log time and to view other people's time on the project. For this reason selecting "Can access billing" gives access to other people's time.
You can also enable the 'Show Advanced' switch here, which gives you more options for that person beyond access to the project features, such as:
- Receive email notifications: if this option is not selected, you won't be able to select this person in the notification options for any items in the project (you will see a red 'x' next to their name).
- Is just an observer here: if you add someone as an observer, they won't be visible to be selected in the notifications area and they won't be visible to anyone outside the owner company in the list of people in the project overview, unless they have commented on an item or have a task assigned to them.
- Can set privacy on items: you can deselect this to prevent someone from being able to make any items private.
You will also see the 'Copy to Other Projects' button here, so you can choose a set of permissions for one person then apply them for that person across other projects where they are a member.
There are also some quick links at the bottom of this screen:
- Edit user details: to access the general profile settings for that person
- Resend invite: to send a new copy of the invite with a link to log in
- Impersonate: to view the site as that person to check their access and permissions (please note,this is only available to site administrators and you cannot impersonate a site administrator)
When you are happy with the permissions that you have set here, click the 'Update' button to go back to the people area.
Note: If you choose 'Project Administrator' at the top, all other options won't be editable, as they are included automatically with the Project Administrator level of permissions.
For more information on setting task related permissions see: Task permissions