Understand and Manage Project User Roles

Teamwork makes the dream work... Understand how to add the right people to your project 👏

On this Page 📑

How to grant access on a project by project basis
User roles explained
The steps to success
Further reading

How to grant access on a project by project basis 👑

So platform admins have been chosen, templates have been created. You have been added as an Owner to a template, meaning you can create a project!

When creating the Project you can define the Owner(s) of the new project. You can only choose an owner from the defined template list. Process Managers and Readers will be automatically defined by the template, but can be updated and modified as needed.

The Template dictates the available list of Owners, Readers, and Process Managers. However, you can reassign permissions for your project, deciding who owns it, who can change the stage and who can edit and read data. This allows you control over access to each specific project through the Manage Access under the Actions Menu.

User roles explained❗

We chose our users based on what we need them to do:

Owners- The people responsible for inputting and keeping data up to date.
Process Managers- Responsible for moving the project through the stages.
Editors- Someone we might call on to complete a section of the project. They can edit data alongside the Owner, but the project won't be in their name.
Readers- Poor things, unable to edit data or change the stage of a project, these guys can only scroll and read 😢
Reviewers- You can only assign this user role when your project is in a review stage! Once in a review stage, you can add a reviewer to submit a decision for that specific stage.

How this could be improved 🚀

Double up on user roles- In this example we have allowed the Owners to be Process Managers. This means, once they are satisfied the data has been entered correctly, they can change the stage or submit the project for review.