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).

Can edit Project Areas by User Role

Can edit Project Areas by User Role

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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