Project permissions
Projects always live inside a space. You can control project access at three layers:
- Company members baseline
- Space members baseline
- Contributors (direct project-level grants)
Access levels for projects#
Section titled “Access levels for projects#”No Access#
Section titled “No Access#”Users cannot see or access the project.
View Access#
Section titled “View Access#”Users can view everything in the project, including milestones, tasks, check-ins, discussions, and activity.
Comment Access#
Section titled “Comment Access#”Includes View Access, plus commenting on tasks, discussions, check-ins, and other commentable resources.
Edit Access#
Section titled “Edit Access#”Includes Comment Access, plus the ability to:
- Edit project name, description, parent goal, and start and due dates
- Add and edit milestones
- Add and edit tasks
- Add and edit resources
- Add and edit check-ins
- Add and edit discussions
- Pause and close the project
- Add and edit contributors (within edit-level limits)
Full Access#
Section titled “Full Access#”Includes Edit Access, plus the ability to:
- Delete the project
- Move the project to another space
- Manage project-wide access settings
- Manage contributor access settings
How access is resolved#
Section titled “How access is resolved#”When a person matches more than one project rule, Operately applies the most permissive access level.
Example: if company members have No Access, space members have Comment Access, and the person is a contributor with Edit Access, the person gets Edit Access.
Configuring project access#
Section titled “Configuring project access#”- Open the project and go to the Overview tab.
- Click Manage team & access in the sidebar.
- Set baseline access for Company members and Space members.
- Add or update Contributors with direct access levels.
Contributors#
Section titled “Contributors#”Contributors are specific people granted direct project access and responsibilities.
- Use contributors when someone needs project access that differs from baseline rules.
- Contributors can be granted View, Comment, Edit, or Full direct access.
- Remove a contributor when they should no longer have direct project access.
- If someone has Edit Access, they can add and edit other contributors, but cannot grant contributor access above Edit Access and they cannot edit contributors with higher access levels.
For contributor management steps, see Manage project contributors.