Welcome to Portal
Portal Section |
Action Permitted |
Additional Action Permitted |
Global Reports |
Users can view Milestone Gantt, Workload Report, and Project Timeline Gantt from Global reports section. |
- |
Manage Users & Clients |
Manage portal and client users. Add Users & Clients permission will also be enabled. Disabling Add Users & Clients permission will disable Manage Users & Clients permission. |
View, add, edit and delete portal and client users (except Admins), follow users in the portal. Import users from Zoho CRM, Zoho Mail Suite, MS Projects, and Google Apps. |
Add Users & Clients |
Add new portal users/clients. |
Without Manage Users & Clients permission, the user will only be able to add new users/clients to the portal from inside the project. User will not have access to Portal Users and Client Users sections in Global Settings. |
Profiles & Roles |
Users can view, add, edit, and delete Profiles and Roles. |
- |
New Project |
Users can create new projects. |
Import MPP files (from projects and settings),Project ICS, view Project Timeline Gantt, Export Projects. |
Trash or Restore Projects |
Users can trash and restore the trashed projects. |
|
Delete Projects Permanently | Users can delete projects permanently from trash. | Includes permission to delete project templates. |
Manage Archived Projects |
Users can archive a project and move it back to active status. User will not have the permission to move an archived project to trash. |
|
Manage Project Templates | Users can create and edit project templates. Users cannot delete a project template. | |
Manage Project Groups | Users can create and edit project groups. Users cannot delete a project group | |
Project Automation, Layouts, & Fields | Users can setup and manage project automation. Users can also create, edit, and delete Project layouts & custom fields. | |
Task Templates |
Users can view, add, edit, and delete task templates, |
|
Task Automation, Layouts & Fields | All: Users can view, add, edit, and delete public layouts and associated task automation Users can view, add, edit, and delete private layouts associated with projects the user is part of and all the associated task automation. Relevant: Users can view, add, edit, and delete public layouts associated with projects the user is a part of and all the associated task automation. Users can view, add, edit, and delete public layouts which don't have any projects associated with them. | |
Project Budget |
Enable Project Budget setting. |
|
Teams
|
Create teams and associate them with projects.
All Teams: User can create or associate teams and assign team leaders., Teams a User Leads: User can create teams and appoint themselves as leads. User can also associate teams they lead to projects. |
Users having this permission will be listed as
Team Leads in the Add Team
form.
|
Issue Layouts & Fields |
Create, edit, and delete Issue layouts & custom fields. |
|
Timesheet Layouts & Fields | Create, edit, and delete Timesheet layouts & custom fields. | |
Phase Layouts & Fields | Create, edit, and delete Phase layouts & custom fields. | |
Tags | Create, update, and delete tags. | |
Web Tabs | Create, edit, and delete web tabs. | |
Resources | Create, edit, and delete resources. | |
Schedule Functions | Users can schedule custom functions. |
Project Section |
Action Permitted |
Additional Action Permitted |
Forums |
Users can view, add, and edit forums. Delete own forums. Users can also comment on forum posts. |
- |
Pages |
Users can view, create, and edit pages. Delete own pages. Users can also comment on pages. |
- |
Events & Meetings |
Users can view, add, and edit events. Delete own events. Users can also comment on events. Users can create or schedule events. |
- |
Project Settings |
Users can edit Project Settings |
Archive projects, edit project, email alias, forum category, & project level task dependency. |
Associate Users / Clients / Teams |
Add existing portal, client users to projects. |
Associate or Dissociate users/clients/teams, follow other users in the project, export project users, view profile permissions, customize user permissions inside a project (except for admins and project owner). This permission along with Users & Clients will let user access project filters in the projects list view. |
Add/Associate WorkDrive Team Folder | Users can create a WorkDrive team folder or associate an existing one. | Includes permission to manage users in WorkDrive and Disassociate Team folder. |
Create Baseline for Project | Users can create Baseline from task Gantt view in a project. | - |
Delete Baseline | Users can delete Baseline from task Gantt view in a project. | - |
View Baseline | Users can be given permission only to view the Baseline from task Gantt view in a project. |
Permission |
Action Permitted |
Additional Actions Permitted |
View |
Users can view all milestones in the project. |
User can follow and add comments to milestones. |
Add |
Users can add milestones to the project. |
- |
Edit |
Owned: Users can edit milestones owned by them. |
- |
All: Users can edit all the milestones in the project. |
Reorder and move milestones. |
|
None: Users cannot edit milestones in the project. |
- |
|
Delete |
Owned: Users can delete milestones owned by them. |
- |
All: Users can edit all the milestones in the project. |
||
None: Users cannot delete milestones in the project. |
Permission |
Action Permitted |
Additional Actions Permitted |
View |
Users can view all task lists in the project. |
Follow task lists and add comments to task lists. |
Add |
Users can add task lists to a project. |
Choose from task templates when adding task lists. |
Edit |
Users can edit task lists. |
Move and associate task lists. |
Delete |
Users can delete all task lists. |
- |
Reorder |
Users can delete all task lists. |
- |
Permission |
Action Permitted |
Additional Actions Permitted |
View |
All: View all tasks in the project. |
Export tasks, create task custom views, access task chart view, workload report, task reports, chronology Gantt, milestone Gantt, comment on tasks, add documents to tasks, view task documents, view task activities, and follow tasks. To view the planned vs actual report, select All permission in timesheet and All permission in task. |
Related: The users can only view the tasks that are created by them, assigned to them, wherever they are @ mentioned or selected in a pick-list field. |
Export tasks, create task custom views, comment on tasks, add documents to tasks, view task documents, view task activities, follow tasks. |
|
None: Users cannot view any tasks in the project. |
- |
|
Add |
Add tasks to projects. |
Import tasks, copy tasks. Add subtasks. |
Edit |
Owned: Users can edit only those tasks which are assigned to them and other unassigned tasks. |
Move tasks. Set dependency from tasks owned by user to other tasks within and across projects. |
Added: Users can edit tasks added by them and other unassigned tasks. |
Move tasks. Set dependency from tasks added by user to other tasks within and across projects. |
|
Both: Users can edit tasks added or owned by them and other unassigned tasks. |
Move tasks. Set dependency from tasks owned and added by user to other tasks within and across projects. |
|
All: Users can edit all tasks in the project. |
Filter My Tasks by assignee, export My Tasks , mark task lists as complete, drag & drop subtasks, convert subtasks to tasks, update tasks in bulk (classic and plain view), create custom views with accessibility permissions. Set dependency between all tasks. |
|
None: Users cannot edit any tasks in the project. |
- |
|
Delete |
Owned: Users can delete tasks assigned to them and other unassigned tasks. |
- |
Added: Users can delete tasks added by them and other unassigned tasks. |
||
Both: Users can delete tasks added or owned by them and other unassigned tasks. |
||
All: Users can delete all tasks in the project. |
||
None: Users cannot delete any tasks in the project. |
||
Reorder |
Users can reorder tasks from the task lists in the project. |
- |
Add followers |
Users can add followers to all tasks in the project. |
- |
In the module permissions for tasks, phases, and issues, click to customize Field level access permission. In Assign Task permission (for Tasks), there are two options based on which the user profile can assign tasks.
Also, it is based on the edit permission given for tasks. For example, if you select “Owned” in edit permission and select both the options "To self" and "To others" in Assign Task permission then the user profile can assign their tasks to others, and pick up any unassigned tasks or assign them to others. However, if you select only one option "To self", the user profile can only pick up the unassigned tasks but they cannot assign them to others.
Based on the field access permission, the user profiles will be able to view or edit the fields. The access permissions can be customized for both default and custom fields, however, you cannot hide the default fields.
You can also customize the field permission for user profiles in Layouts and Fields.
Permission |
Action Permitted |
Additional Actions Permitted |
View |
All: View all issues in the project. |
Export issues, create issue custom view, use notification helper, add and view comments to issues, follow issues, view attachments, view changesets, view linked issues, and issue reports. |
Related: The users can only view the issues that are created by them, assigned to them, wherever they are @ mentioned or selected in a pick-list field. |
Export issues, create issue custom view, use notification helper, add and view comments to issues, follow issues, view attachments, view changesets, view linked issues. |
|
None: Users cannot view any issues in the project. |
- |
|
Add |
Add issues to the project. |
Import and clone issues. |
Edit |
Owned: Users can edit issues assigned to them and other unassigned issues. |
Update issues in bulk and update issues by user pick list. |
Added: Users can edit issues added by them and other unassigned issues. |
Update issues in bulk and move issues. |
|
Both: Users can edit issues added and owned by them. Users can also edit all unassigned issues. |
Update issues in bulk, update issues by user pick list, and move issues. |
|
All: Users can edit all issues in the project. |
Flag issues as internal or external, move issues, edit issue title and description, filter My Issues by assignee, update issues by user pick list, create custom views with accessibility permissions, link issues. |
|
None: Users cannot edit issues in the project. |
- |
|
Delete |
Owned: Users can delete issues assigned to them in the project. |
- |
Added: Users can delete issues reported by them in the project. |
||
Both: Users can delete issues assigned to them and reported by them in the project. |
||
All: Users can delete all issues in the project. |
||
None: Users cannot delete issues in the project. |
||
Add Followers |
Users can add followers to all bugs in the project. |
- |
Permission |
Action Permitted |
Additional Actions Permitted |
View |
Owned: Users can view their own time logs. |
Access task/issue detail page log hours tab. Planned vs Actual report for own tasks (when view task is also enabled). |
All: Users can view all time logs in the project. |
View Timesheet Reports, Planned vs Actual report (when view task is also enabled), view time difference column in task Classic View. |
|
None: Users cannot view any time logs in the project. |
- |
|
Edit |
Owned: Edit own time logs in the project. |
- |
All: Edit time logs of all users in the project. |
Filter My Timesheet by assignee, access client and project reports. |
|
None: Cannot edit time logs |
- |
|
Delete |
Owned: Delete own time logs in the project. |
- |
All: Delete all time logs in the project. |
||
None: Cannot delete any time logs in the project. |
||
Approve Timesheet (except client users) |
Users can approve time logs. |
- |
Finance (except client users) |
Users can invoice time logs. |
- |
Permission |
Action Permitted |
Additional Actions Permitted |
View |
Users can view documents in the projects. |
Attach files to tasks. |
Add |
Users can add documents in the projects. |
- |
Edit |
Users can edit documents in the projects. |
- |
Delete |
Users can delete documents in the projects. |
- |
Manage Folders |
Users can create and upload folders. |
Dropbox sync, trash folders. |
Permission | Action Permitted | Additional Actions Permitted |
View | Users can view status. | - |
Add | Users can add status. | - |
Edit | Owned: Users can edit status. None: Cannot edit status. | - |
Delete | Users can delete status. None: Cannot delete status. | - |
Subscribe to receive notifications from this article.