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Project Roles & Permissions





OneDesk allows you to add users to your projects and define their roles and permissions. Control what they can do within the projects by assigning project roles. By changing roles you can give or take away the ability for your users to edit, assign, modify, participate in discussions, and more


Project roles can be defined on a team basis (for projects shared with a team) or on an individual project basis. Setting on a team basis means that the user's role is defined automatically in the projects shared with that team. For instance, a user can be part of two teams. On Team A, they can be a project manager, with full access to all projects shared with that team, On Team B they can be a restricted member, with limited access to projects shared with Team B. 

Projects shared on an individual user basis can be defined as well on a one-to-one basis. 




Understanding project roles

Project roles in OneDesk are broken down into the following classifications:


  • Project Manager - Full access to all data and permissions in the project, can add or remove members and change project roles
  • Project Lead - Full access to all data and permissions in the project, cannot add or remove members and change project roles
  • Standard Member - Can access all data in the project but can only modify items they have created or have assigned to them, can participate in any discussions in the project
  • Restricted Member - Can access all data in the project but cannot modify it, can participate in any discussions in the project




Assigning project roles: user detail panel

You can assign project roles and see what projects a user has access to on their detail panel. To access a user’s detail panel:

  • Go to More applications > Users.
  • Double click on the desired user to open the detail panel.
  • Click on Manage Projects.



The project management screen shows all projects shared with the user. Team projects are projects the user has access to based on their team affiliation. Individual projects are projects shared on an individual level. You can set the project role within individual projects.



Project Managers or Project Leads can change the project roles of other users by selecting the dropdown arrow. Projects can be removed from being shared with the “X”, and new projects can be shared with the “+”.


Assigning Project Roles: Team Detail Panel


To share projects with entire teams and edit the project roles there, rather than individuals.

  • Go to More applications > Users
  • Double click the team you would like to assign projects/roles to.



Each team member can have their project role updated by hovering over their icon and selecting the dropdown arrow. Changing the role at this level will update their project role for all projects shared with the team.


Selecting “Manage Projects” in the team detail panel gives you the option of sharing or un-sharing projects with the entire team.




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