Projects: License Types, User Roles, Flexible Settings

How to set up your Project Team tab and navigate permissions.

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Add Member:

License Type Rights within Project Roles:

  • Admin:
    • Can add self to any project
    • Can be a project Creator, Leader, Sponsor, Champion, or Member
    • Can change the team roles
  • Executive:
    • Can add self to any project in their department & below
    • Can be a project Creator, Leader, Sponsor, Champion, or Member
    • Can change the team roles if project is in their department & below
  • Strategy:
    • Can create a new project with self on team
    • Can be a project Creator, Leader, Sponsor, Champion, or Member
    • Can change the team roles if project is in their department
  • Project:
    • Can create a new project with self on team
    • Can be a project Creator, Leader, Sponsor, Champion, or Member
    • Can change the team roles if appointed as Leader or if user is the project Creator
  • Team Member:
    • Can be added to a project as a member
    • Will only see projects if added to Team.
  • View Only:
    • Can be added to a project as a member
  • Idea:
    • No access to projects

What each role can do within a Project:

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Project Roles Within Projects:

Which areas each role can edit based on whether the project is flexible or not flexible:

Permissions also vary based on the User’s License Type (read more).

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Users may have more access permitted than is stated above, based on their User’s License Type (read more).

Charter:

  • Actions: Import, Export, New Tile
  • In a non-flexible project, add new tile not available

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  • “New Tile” feature can be disabled in the Settings –> Workflow –> Charter –> lock icon

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Project Benefits:

Project benefits can be locked down (view only) for all users other than the leader if the workflow setting is toggled to lock.

A project with an unlocked workflow will have “+” in the metric tiles to add new metrics if user has license/role permission.

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To lock/unlock a project workflow:

  • Settings –> Workflows –> Select WF –> Project Benefirts Tab

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