As their name suggests, these permissions apply to projects the user in question is NOT a member of. This way, people who are not directly involved in project implementation can track project progress first-hand, as far as their permissions allow them to. For example, a Supervisor-access level user can see how activities have been distributed among the project team, add some issues or requests, or delete those that he or she sees redundant, etc.
As any other permissions in Birdview, permissions of this type are accessible through the User menu.
- Log in as a user with "Manage system settings" permission (e.g. Administrator-access level one). If you are already logged in, skip this step.
- From User menu, select Company Settings - Access Levels.
- To access permissions of this type, you can either click on the name of one of the existing access levels, e.g. Administrator, or click the "Add access level" button. Both will take you to Access Level Details screen. The Permissions for projects where the user is NOT a member of the section is on the right-hand side, beneath the Global permissions.
The non-project member permissions are not visible unless the "Access all projects" global permission is enabled in the user’s access level, too. See
Global permissions for more details.
Permissions to add, edit or delete items (see the table below) will not take effect unless the permission(s) to view respective items is enabled, too.
IMPORTANT: Portfolio permissions for projects in a portfolio will supersede these permissions. Please see Portfolio Permissions for more details.
This type of permissions refers to projects the user is not a member of. These are summarized as follows:
| Permission |
Description |
Activities
- View all
- Add
- Edit all
- Delete all
|
These permissions allow the user to:
- View any activity on any project.
- Add activities of any type to projects.
- Edit any activity.
- Delete any activity.
|
Time entries
- View all
- Add for someone else
- Edit all
- Delete all
|
These permissions allow the user to:
- View any time entry on any project.
- Add time entries of any type to projects.
- Edit any time entry.
- Delete any time entry.
|
Project
- Edit
- Delete/Archive
|
These permissions allow the user to:
- Edit any project. (See note above)
- Delete any project. (See note above)
- Archive any project. (See note above)
|
Members* and assignees**
- View and manage
|
These permissions allow the user to:
- View and manage project members or activity assignees of any project. (See note above)
|
Expenses***
- Log expenses
- Edit actual expenses
- Edit planned expenses
|
These permissions allow the user to:
- Log expenses.
- Edit expenses listed on the Actual tab in Expenses screen.
- Edit expenses listed on the Planned tab in Expenses screen.
|
|
*) This permission refers to managing project members. The permission is the key one for a project manager of the project. It gives a PM the right to add users from the overall list of users.
**) This permission refers to activity assignees. It allows the holder of the permission to assign only project members to the project activities.
***) These permissions are independent of the Access to billing information global permission.
|
Use Case:
Head of department, with dozens of projects carried out a year, has not to be a member of those. However, to be able to supervise all or some of the projects he or she may have some ‘extra’-project permissions, e.g. viewing all activities (tasks, issues, and requests), project members and activity assignees, etc., in addition to some global permissions, such as "Access all projects" or "Access common reports". In this case, the user’s access level might have permissions shown in the picture below.
