Process Groups are managed under Settings > Process Settings > Permissions and can have either Member, Project Creator, OR Admin rights.
Project Group:
- Pipeline/Grid > Click Project Card > Permissions.
- Read, Edit, and Admin Permissions.
- Read: Overview/cover page can NOT be edited and Task Permissions can be changed.
- Edit: Task Permissions CAN be changed.
- This is the most commonly used Project Group Permission.
- Admin: Automatically will have Admin access to ALL Tasks.
MAIN NAVIGATION BAR:
PIPELINE / GRID VIEW:
DOCUMENTS (PROJECT LEVEL):
TOUCH POINTS (PROJECT LEVEL):
ISSUES (PROJECT LEVEL):
PERMISSIONS (PROJECT LEVEL):
ANALYTICS & REPORTING: