How do I Restrict Access to certain Employees my Projects?

Updated on February 17, 2022 01:37AM by Admin

There are two ways to limit who has access to your projects. The first step is to assign a valid security role to an employee who will have access to the projects app. They won't be able to see the app until they have them. The second option, data level access, is described further below.

Project Level Access

You may restrict project access with the Access level feature in the Projects app so that only members of your team can see or view any given project. This is especially handy when you have contractors or other outside parties looking at your work and collaborating with you. When enabled, users will not see a project in their news feeds, search results, or anywhere else unless they are assigned to the project's team.

Steps to enable Project Level Access:

  • Log in and access the Projects app from your universal navigation menu bar.
  • Click on More(...) icon and select Settings.
Projects-Apptivo
  • Click on the Security dropdown menu. Select Access Level.
Projects-Security
  • Click on the View dropdown, if you select All it provides access to all employees to view the project. If you select Employees then project assigned employees can view the project.
  • Click on the Edit dropdown, if you select All it provides access to all the employees to edit the project. If you select Employees then only the assigned employees can edit the project.
Projects-View and Edit
  • Enabling the Exceptions toggle button allows you to provide access to the specific employee who is not assigned to the project.
Projects-Toggle
  • After enabling the exceptions toggle button, click on the + icon to select the employee or team.
Projects-Select
  • Now you have changed the project access level as your business preferences.
Projects-Final
  • Employees will configure the project according to the Project Level Access you've defined.

Adding a user to the project team

The last step is to go add your employees to the various projects you have in the system. If you need some help, click here to add employees to a project team.