Permissions in Planfix: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| (9 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
{{#seo: | |||
|title=Permissions in Planfix | |||
|titlemode=append | |||
|keywords=permissions, projects, access | |||
|description=Permissions in Planfix | |||
}} | |||
Here are the basic principles of controlling access to Planfix tasks: | Here are the basic principles of controlling access to Planfix tasks: | ||
# A task's assigner, [[Task assignees | assignees]], and [[Task participants | participants]] have access to the task | # A task's assigner, [[Task assignees | assignees]], and [[Task participants | participants]] have access to the task | ||
# [[Task auditor | Task auditors]] and [[Project auditor | auditors of the project]] the task is | # [[Task auditor | Task auditors]] and [[Project auditor | auditors of the project]] the task is to have access to the task | ||
# The manager of the assigner or an assignees has access to the task | # The manager of the assigner or an assignees has access to the task | ||
# [[Planfix roles | Account administrators]] have access to tasks | # [[Planfix roles | Account administrators]] have access to tasks | ||
# If a client is a participant in a task or an auditor of a task or project, they also have access to the task or project (respectively) | # If a client ([[Contacts|contact]]) is a participant in a task or an auditor of a task or project, they also have access to the task or project (respectively) | ||
== Additional info == | == Additional info == | ||
*If an employee or client has access to one of a project's tasks, that doesn't mean that they will see other tasks or files associated with the project | *If an employee or client has access to one of a project's tasks, that doesn't mean that they will see other tasks or files associated with the project | ||
* | *You can add a [[Hidden (private) comments |hidden comment]] to a task that is visible only to selected users and the administrator. | ||
*You can automatically grant [[Contact access to their company's tasks|customers access to your company's tasks]]. | |||
==Links== | ==Links== | ||
More information about task access can be found in the [[ | More information about task access can be found in the [[Table with permissions for access to tasks, by role | Access by Role Table]]. | ||
You can also regulate access to [[projects]], [[task templates]], [[task filters]], [[contacts]], [[Planner | planners]], [[directories]], [[reports]], and [[Data Tags | data tags]] in Planfix, but you can set that up later. | |||
==More== | |||
*[[Additional fields]] | |||
Latest revision as of 09:04, 22 November 2024
Here are the basic principles of controlling access to Planfix tasks:
- A task's assigner, assignees, and participants have access to the task
- Task auditors and auditors of the project the task is to have access to the task
- The manager of the assigner or an assignees has access to the task
- Account administrators have access to tasks
- If a client (contact) is a participant in a task or an auditor of a task or project, they also have access to the task or project (respectively)
Additional info
- If an employee or client has access to one of a project's tasks, that doesn't mean that they will see other tasks or files associated with the project
- You can add a hidden comment to a task that is visible only to selected users and the administrator.
- You can automatically grant customers access to your company's tasks.
Links
More information about task access can be found in the Access by Role Table.
You can also regulate access to projects, task templates, task filters, contacts, planners, directories, reports, and data tags in Planfix, but you can set that up later.
More