Who can use Projects and Assets
Choose who sees Projects, Assets and Surveys in the left menu, and keep a project to just the people working on it.
Not everyone needs every menu. A shift lead might log repairs without ever seeing your projects, and a confidential project might be just for you and your partner. Two settings handle this.
Who sees the menu (Admins)
Go to Settings, then Roles & access. In the chart, find Projects or Assets and pick in the Users column:
- All users: the whole company (the default).
- Only users I choose: tick the people who should have it.
- Hidden: just company Admins.
People outside a menu don't see it in the left menu, and they can't open its projects or equipment by link either. The one exception: anyone you add to a specific project or asset type still sees the menu and that project, and nothing else in it. The same screen chooses the rest of the menu, too: see Roles & access.
Who sees one project
Each project, and each asset type, has a Who can see this button at the top. Choose:
- Everyone with the menu: everyone who has the Projects (or Assets) menu can open it.
- Only people I add: only the people you give a role below, plus company Admins.
Give each person a role: Viewers can look, Editors can work tasks, Managers can change the setup, and Owners can also change who sees it. Not added means no access to a private project. When you create a project you can pick Only people I add straight away under Who can see it.
Only the project's Owners and company Admins can change these. Roles work the same way as on stacks: see stack access and roles.
Related
- Roles & accessSee what the Owner, Admins and Users can use, pick the menu items Users see, choose who can make stacks, and limit what Admins can do. Hidden items stay closed.
- Company roles: Owner, Admin and UserThe owner holds the account, Admins run the company's setup, Users do the work. Here's exactly who can do what.
- Projects and Gantt chartsPlan a project from start to finish: tasks and sub-tasks with start and end dates, on a Gantt chart, a list or a calendar.
- Equipment and assetsKeep a list of your equipment by store and type, put a QR label on each piece, and see every repair in one place.
- Who can see a stack (stack roles)Team or private, and what Owners, Managers, Editors, Viewers and Requesters can each do.
Still stuck? Email hello@ticketstacker.com. A real person reads every message.