Member Permissions

Permissions

Permissions can be set at the Organization level or at a Project level to give you full control over what your members can view and create.

1. Permissions can be set at the Organization level: Navigate to Administration > Permissions menu and apply to individual users or multiple users using the Groups feature.

   

   
2. Permissions can be set by Project level: Navigate to the Project Settings > Permissions menu and apply to individual users or multiple users using the Groups feature.

   

   

Permission Templates

1. Permission Templates can be created through the Administration > Permission Templates menu. This is a faster way of assigning correct permissions for new projects.

1. To create a new template, click on Create. You can customize the permission templates via the Edit Permissions option.

1. Once you have a permissions template created, you can apply it at the project level by clicking on your desired project. Then navigate to the Project Settings > Permissions menu and click on Apply Permissions Template.

Assigning Permissions Templates to Multiple Projects

You can also assign a Permissions template to multiple projects at once.

Navigate to Organization → Projects Management → select projects from the list → Bulk Apply Permission template: