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Excerpt
hiddentrue

a high level overview of the Projector permissions structure

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Info

Permissions in Projector are used to permit or restrict users from being able to execute certain activities or access particular data – giving your organization a tremendous amount of control. Setting appropriate permissions is essential to balancing the often competing needs of restricting access to ensure data integrity, while providing sufficient flexibility to enable users to work effectively. To accomplish this goal Projector has a multi-tiered security model.

  • Global – system wide permissions
  • Cost Center – hierarchical tree permissions
  • System – engagement manager, project manager, and finance manager specific permissions
  • Engagement Stage - permissions based on an engagement's current stage
  • Project Stage – permissions based on a project's current stage
  • Project – default permissions granted to engagement and project managers


Tip
titleAdditional Resources
  1. In the Topic of the Day: Permissions Management Webinar, we discuss Projector’s permission structures and help administrators identify efficient ways to model permissions in their organization. 

Who Can Edit Permissions

Permissions are a critical aspect to maintaining data integrity, as such you should only allow high level users to change permissions. The global permission Users & Permissions allows editing of global and cost center permissions. This permission should be given out sparingly as anyone with it can also elevate their own privileges. Those with the global permission System Settings can edit system and stage based permissions. This permission should also be used sparingly as users with it can change your entire organization's workflow process.

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