Set Projects permissions

Projects permissions control who has access and visibility to Projects functionality.

You typically assign permissions to the appropriate user types to control who can access specific Projects features.

Set Projects role-based permissions

Permissions and other requirements
Subscription

Projects

Regional availability

All regions

User type

Business user with admin privileges
Permissions

Admin privileges for Projects: List, View, Add, Edit, Delete, Configure

Permissions are typically set by user type, or role, for efficient manageability. However, you can also set permissions individually, on a user by user basis as needed.

  1. Go to Company > Admin > Users, roles, and groups > Roles.

  2. Find the User type or Role in the list and select Subscriptions.

  3. Find the Projects application and select Permissions.

  4. Select the check boxes for the desired permissions and then select Save.

A user's effective permissions can be influenced by their user type, role, and admin privileges. Learn more about user types and permissions.

At the top of the Activities and lists section and Reports section, there are 3 options that let you quickly configure permissions across that application area. For example, to assign users full access to Accounts Payable, select All at the top of the Activities and lists section and Reports section.

Area Shortcut or Radio button options

Activities and lists
  • None: User has no permissions to activities and lists.
  • Read only: User can list and view records.
  • All: User has permissions to all activities and lists.

Reports
  • None: User has no permissions to run reports.
  • Read only: User can run a select subset of reports only.
  • All: User can run all reports.

The Read only and All options function the same for reporting.

Learn more

For more information, see Projects permissions.