Project roles: Difference between revisions
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|title=Project roles | |||
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|keywords=planfix, roles, projects | |||
|description=Project roles | |||
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Planfix uses a role system that's different from what most other collaboration tools use. Each role has specific permissions in a project, so it's a good idea to familiarize yourself with the descriptions for each role: | Planfix uses a role system that's different from what most other collaboration tools use. Each role has specific permissions in a project, so it's a good idea to familiarize yourself with the descriptions for each role: | ||
*[[Project creator]] | *[[Project creator]] | ||
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*[[Default participant]] | *[[Default participant]] | ||
*[[Custom roles in project | Custom project role]] | *[[Custom roles in project | Custom project role]] | ||
A ''' Project Counterparty''' has a unique role, which allows you to specify the company for which you are completing the project. This role affects the project's visibility for customers you grant [[External User |extended access to your Planfix account]]: they can only see projects where their company is listed as the counterparty, allowing you to work with several customers simultaneously in Planfix without them seeing each other's projects in the list. | |||
Revision as of 12:40, 20 June 2024
Planfix uses a role system that's different from what most other collaboration tools use. Each role has specific permissions in a project, so it's a good idea to familiarize yourself with the descriptions for each role:
- Project creator
- Project auditor
- Client manager
- Default assignee
- Default participant
- Custom project role
A Project Counterparty has a unique role, which allows you to specify the company for which you are completing the project. This role affects the project's visibility for customers you grant extended access to your Planfix account: they can only see projects where their company is listed as the counterparty, allowing you to work with several customers simultaneously in Planfix without them seeing each other's projects in the list.