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About Project Member Permissions

Project Member permissions control what a Project Member can do and see on a project. When a project member is added to the project, they are assigned pre-defined project permissions based on their User Role. These permissions can then be customized on a per project basis.

Project Member permissions can be managed by Project Admins and Project Members with Read and Write to Project Members.

It is important to note, that in addition to Project Permissions, additional security features are available for Project Management Folders and Document Management Folders.

Accessing a Project Member's Permissions

1. Navigate to the Project Members section of the Project Setup Module

2. Open the project member profile by selecting them within the Project Members grid

3. Open the Project Permissions Tab of the project member

Please note that contact profiles that are listed as Project Members will not have a permissions tab available to their profile because no permissions can be set. Contacts cannot login the system to access a project, therefore don't need to be controlled by permissions. Please refer to Users vs. Contacts

Understanding the Project Permissions Grid

The Project Permissions grid can generally be considered an alphabetized breakdown of the Project Sections from the Project Home Screen.

Each Project Permission Item can be assigned Read, Write, Delete, Read-All

Read

Allows the user to see the project section link on the Project Home Screen.
For the Cost Management Module, Read allows the user to have view access to information held within that section.
For the Project Management module, Read allows the user to read ONLY items inside the main section that they are assigned a collaborator of (To, From, CC, Responsible, etc.) Collaboration allows for the Project Member to upload attachments, participate in discussions, and add CC users (where applicable).
For the Project Reports module, Read allows the user to access the report and use it to filter for any data held within it's associated section.
For the Documents module, (with the exception of StratusDrive) Read allows the user access to download project documents held within the document module sections.

Write

Allows the user to create new within the project section.
For the Cost Management Module, Read allows the user to create new in Cost Management sections that contain section items.
For the Project Management Module, Write allows the user to create new items within the main section as well as create Project Management subfolders. Project Management subfolders are subject to an additional layer of permissions referred to as Folder Access.
For the Project Reports module, Write has no impacts. Read grants full ability to the Project Reports module sections
For the Documents module, Write allows the user to create new documents and document subfolders.

Delete

Allows the user to delete or remove within the project section.

Read-All

For use in the Project Management section. Read-all can be layered on top of read to allow the project member to see all items inside the section, whether or not they are assigned as a collaborator. Allows for collaboration on all items inside the main section.

Updating Project Member Permissions

1. Navigate to the Project Members section of the Project Setup Module

2. Open the project member profile by selecting them within the Project Members grid

3. Open the Project Permissions Tab of the project member

4. Assign the applicable permission to each project section listed in the permissions grid. For details about each permission, please refer to the above section Understanding the Project Permissions Grid.

5. Select Update