Set Up User Access Level

User Personas: Admin | Project Management

A User’s access level dictates which projects they have access to. A User's access level may be configured to give them access to all projects within a company, all projects within a division* or market area*, or just individual projects as needed. 

Use the links below to quickly jump to a topic:

• Assign User Access Level
  • Organization Access
  • Projects Access

While creating or editing a User:

1. Select Assign Access Level
2. Select the desired access level in the Access Level drop-down 
   • Choose either Organization or Projects
3. Select Save when finished

How to assign a User's Access Level

See the Access Level definitions and steps below:

Organization Access

The user will be able to view all projects within the organization.

While creating or editing a user:

1. Select the Access tab, then select Organization in the Access Level drop-down
2. Select Save when finished

Use Organization access level for administrators or for other users that need to see all projects in your company.

Projects Access

The user will only be able to view the projects that an admin has enabled them for.

While creating or editing a user:

1. Select the Access tab, then select Projects in the Access Level drop-down
   • Assign User to projects as needed - Use the toggle buttons under the Access column to add or remove the User from the projects on the list
   • Auto-assign User to future projects - Toggle the Add user to all new projects button to Yes
   • Assign User to all existing projects - Toggle the Select All Projects button to Yes
2. Select Save when finished

Use Projects access level for users that only need to see certain projects in your company.