Controlling members' permissions

Accessing and editing members' permissions

Only admin members can perform this task.

You can control each individual team member's permissions via the members panel on the right hand side of your page. This applies to any member type, whether they are a user, organisation or a group.

  1. Click the Members panel on the right hand side of your project, programme or organisation that you are setting their permissions on. The current members will then be displayed.
  2. Search for and select the member you would like to update the permissions for.
  3. Member's access permissions are displayed under each of their names as either 'Admin, Edit, or View', or any combination of these options.
    • 'View' - Members with view access can view all data on the project
    • 'Edit' - Members with edit access can edit all data on the project with the exception of being able to delete an entire chart. 
    • 'Admin' - Members with admin access can edit all data on the project, including managing members.

4.   Edit the member's permissions by selecting the Edit button.

5.   Select the permission you would like to update:

  • A Tick means the permission is enabled.
  • A Cross means the permission is disabled.

6.   Select Save once you have updated the member's permissions.