...
You can grant access to a workspace through the cost center permission Allow Access to Project Workspaces
Default workspace view and edit access permissions are determined by Engagement Type.
For team members to access Project Workspaces the following is required:
- Users with permissions can access workspaces enabled for current Project Stage
- Enable Project Workspace checkbox ticked on the Project Info Tab
- View access or greater granted on the Project Workspace Tab
For client users to access Project Workspaces the following is required:
- Client Can Login to project workspace enabled for current Project Stage
- Enable Project Workspace checkbox ticked on the Project Info Tab
- View access or greater granted on the Project Workspace Tab | Permissions subtab
- Allow Project Access ticked on the Project Workspace Tab | Client Logins subtab
Permissions and Client Logins
This section governs access to the project workspace and what a user can do once logged in.
...
Control | Description | |||||
---|---|---|---|---|---|---|
Tab Name | When users view their project workspaces, they will see additional tabs. The name here is the name they will see in the user interface. | |||||
Allow access to | Tick the checkbox for each User Group granted access to this tab. If you are unfamiliar with user groups, see the User Groups section of this page. | |||||
Display from | ProjectorBI - see ProjectorBI Publish to Project Workspace/wiki/spaces/docs/pages/12916058 MS PowerBI - enter your Workspace ID, Report ID, and Filters. See MS Power BI /wiki/spaces/docs/pages/12912333 for more information. Other Compatible BI Tool - Enter the URL where your content is hosted. All three choices support the following dynamic filter values.
|
...