Project Contact - Permissions

Updated 2 days ago by Customer Service

Project Contact - Permissions

The Project Contact Permissions form is where permissions specific to this contact and this project can be viewed and/or edited.

This form can be invoked from different places. See above.

The User/Contact name and the project name is listed at the top of the form (as that is what the Permissions displayed apply to).

There is also text to indicate where the Project Permissions are coming from:

Inherited (uses the default permissions assigned to the User Type)
Overridden (specific permissions for this contact for this project)

The form will differ slightly depending on where the Project Permissions are coming from.

Each Project Permission is explained below along with an option to revert from Overridden back to Inherited.

There are different permissions for each User Type; Company or Guest. For more information on all the permissions available for each User Type, see:

User Types - Company - Permissions - Project Features

User Types - Guest - Permissions - Project Features

Inherited

If the settings are Inherited, the Project Permissions form indicates that, there is an Override button and all the current notification settings have greyed out text and can't be changed.

To override the Inherited settings

Click on the Override button

The form changes to Overridden and the Permission text is black and now can be changed.

Overridden

If the settings are Overridden, the Project Notifications form indicates that, there is an Revert to Inherited button and all the notification settings are enabled and can be changed.

To toggle a notification setting on or off, click on the slider bar or the slider bar text
1. If it is green, the notification is turned on
2. If it is grey, the notification is turned off

For more information on all the permissions available for each User Type, see:

User Types - Company - Permissions - Project Features

User Types - Guest - Permissions - Project Features