By default, regular users assigned to a project do not have permission to view project tasks. This permission can only be granted by a Project Administrator or a Projec User Administrator. This section of the manual describes how to set permissions for users to view and use tasks within a project.
To begin assigning project roles to users, open the Administration menu, then select Assign Project Staff Tasks. A window like the one shown below should open.
When the window opens, you'll need to find a project you're an administrator of. At the top left of this window, you'll notice a Company drop-down box. Choosing a company from this box will allow you to filter projects so that only the ones belonging to that company are displayed in the Project drop-down box. If you'd like to view all of the projects you have access to, you can choose (All) in the company box and a list of every project you have access to (regardless of company) will be displayed.
Selecting a company name from the Company drop-down box will populate the field just below it with information. This area shows information about the company you've selected such as the company's name, location, and contact numbers. Selecting a project from the Project drop-down will populate the area just below it in the same way, showing information about the project such as the project name, company, location, and task information.
On the left side of this window, you'll notice a list of the users you have access to view. This is a list of all of the people you have access to see, namely, all of the users that have access to accounts you administrate, or have been assigned the View Team Members role in. By default, the Show All Users checkbox at the bottom of this section has a check in it, and this will show all of the users you have permission to see. If you select a company from the company drop-down box, you can also uncheck the Show All Users box, and only the users in the selected company will be shown in the list. Selecting a user so that they're highlighted will populate a box to the right with information about the particular user account. For instance, if you select a user you'll be able to view their first and last name, contact numbers, email address and the company they belong to.
To assign a user account a permission to view a specific task, there are a few steps you should follow:
If you make mistakes or you've made a lot of changes but would like to start over, clicking the Reset button will set everything in the window back to how it was when you entered it. You can set multiple roles for multipe users and save them all at once, but if you switch companies or projects you will lose any changes you've made unless you click the Save button.
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