Set Role Memberships
At times you may wish to allow some specific users to play a specific role on your project and assign them certain privileges.
For example, you may want a user to be a an additional PM on this project who can view project, however not add New tasks in it. To do this
- Go to your project and click on the action drop-down
- Then go to Settings and click on Set Role Memberships.
- From the Users drop down, pick the user you wish to assign (or unassign)
- From the Roles drop down, pick the role you wish to assign (or unassign)
- Click on the Assign (Unassign) button
Set Security
This lets you define some security options specific to your project. If a permission at the Company level is left 'unspecified', then the object (project) level security is consulted.
- Go to your project and click on the action drop-down
- Then go to Settings and click on Set Security.
- For the roles, you can choose to Grant / Deny or leave Unspecified permissions.More option on the right side.
- Now, click on Access Control.
- You can add a user to play a particular role by clicking on the User icon.
- You can then set the security per role. The changes are saved automatically.
