I have different teams working on different projects. Each team will have a manager overseeing their work. I would like to give this manager access only to their own team’s work. They shouldn’t be able to see every project in my organization. Is this possible?
Yes, you can ensure that managers can only see the projects allocated to them through the steps listed below.
Changing user roles
The first thing to do is to ensure the team member’s role is User at the organizational level. This prevents them from having access to any other projects.
Step 1
Navigate to People > Members on the main dashboard.
Step 2
Find the member whose role you want to change or double check. You can use the Search Members field to search for a particular member
Step 3
Click over the member’s current role (highlighted in blue) under the Role column next to the specific user.
Step 4
This will lead to the member’s Profile page already in the Roles tab. Click on the Role field and choose User.
After a team member’s role has been set as User on the organization level, you can either:
- Set which projects they manage from the Members Page
- Set which projects they manage from the Projects Page
Set which projects they manage from the Members Page
Step 1
Navigate to People > Members on your sidebar, click on Edit under the Projects column.
Step 2
On the Profile page > Roles tab > in the Projects section > under Manages these projects, select which projects the member will have Manager level access, while remaining User in the organization level.
Set which projects they manage from the Projects Page
Step 1
Navigate to Project management > Projects, then click on the project name.
Step 2
Next, you can select Manager under the Role column drop-down next to the member’s name.
Alternatively, you can quickly change the member assignment and roles directly from the Project management > Projects page by clicking over the members assigned to them under the Members column.
