How to set up access to a project

By default, only the author or the owner can change the access settings for a project. To grant this ability to another employee, set the Full access access type for them.

The access settings for each project are shown at the top of the screen:

• Not just for participants — means that the project is available to employees who are not specified in its parameters. By default, the project can be edited by all employees and robots in your organization. Restrict their access if the project contains personal or other sensitive data.

• Only for participants — means that the project can be viewed only by employees specified in the Author, Owner, Participants, or Followers parameters.

Setting up access to a project

1. Open the project page.

2. At the top of the screen, click the name of the current access settings: Only for participants or Not just for participants.

3. To add a user or group, start typing the name in the search box.

4. To the right of the name or group name, click the icon button and select the access type:

   • Use — the ability to open the project, as well as add an issue or comment to it.

   • Edit — the ability to edit any project parameters except the access settings.

   • Full access — the ability to view and edit the project, as well as manage access settings for other users.

   • Restrict access — click to remove the user or group from the list.

5. Click Save.

Linking access settings to the parent

You can link the access settings of a nested project to the settings of the parent portfolio. The settings are inherited from the object that is exactly one level above.

1. Open the nested project page.

2. At the top of the screen, click the name of the current access settings: Only for participants or Not just for participants.

3. In the dedicated section of the settings window, click Link.

   You can review the differences between the access settings of the parent and nested objects and decide whether you want to change the settings. To do this, click Compare.

   

To disable inheritance of access settings, click Unlink in the same section.

Selecting the default access type for new projects

The Tracker administrator can choose which access type is used by default for all new projects in Tracker: only for participants or for other users as well. After a project is created, the access settings can be changed.

1. In the left panel, click Administration → Projects and portfolios.

2. In the Default access to new projects list, select the access type.

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