Project Access

You can configure global access settings of the Projects+ module in Administration – Users – Access Settings – Global Access Settings - Projects+ . To learn more about global settings, see the respective Help section.

You can configure general settings of the Projects+ module in Administration – Projects+ – Access to the Projects+ Module. To learn more about these settings, see the respective Help section.

To assign access permissions for components of each particular project to user roles, use the Actions - Access Permissions button on the project page (fig. 1)

Fig. 1. Project page. "Actions – Access Permissions" button

Fig. 2 shows an example of the project access settings page.

Fig. 2. Project Access Settings page

Administering the project – full access to the current project (administration permissions). The selected user role must also have access to the Projects section.

Access to Project – access to the current project and its components. The selected user role must also have access to the Projects section.

Add a project team member – permissions to add team members to this project.

Manager project team members – permissions to add and delete the project team members.

View Project Budget – permissions to view the project budget.

Publish the project budget – permissions to publish the project budget draft.

Edit the project budget – permissions to edit the project budget.

View Project Plan – permissions to view the project plan.

Publish the project plan – permissions to publish the project plan draft.

Edit the project plan – permissions to edit the project plan (creating new tasks, changing task hierarchy, deleting tasks, and others).

Manage Project Plan – permissions to edit the project plan (create new tasks, change the tasks hierarchy, delete tasks and so on).

Send messages to the project public channel – permissions to send messages to the public channel of this project.

View Project Risks – permissions to view the project risks.

Manage Project Risks – permissions to edit the project risks: add and resolve risks.

Change Project Stage – permissions to change the project stage.

View project plan tasks – permissions to view project plan tasks; users will also be able to comment tasks and ask questions.

Monitor project – permissions to get notifications about important changes in projects, for example, when comments are added, tasks change their statuses to 'In Work', task completion rating changes and others.

By default, permissions to Publish and edit project budgets and Publish and edit project plans are granted to project participants included in the Administrators group.

Note

After you have upgraded ELMA to version 3.13.19, all the users that had access permissions to Manage project budget and/or plan will be automatically granted permissions to Publish and edit project budget as well as Publish and edit project plan respectively.