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How do I prevent Managers from seeing all the projects?

Hubstaff, Members, Permissions and Roles
Question:

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?

Answer:

Yes, you can ensure that managers can only see the projects allocated to them through the following steps.

Changing user roles

The first thing to do is to ensure the team member is added as a User at the organizational level. This prevents them from accessing any other projects.

Step 1

To do this, navigate to People > Members on the main dashboard.

menu people members

Step 2

You can use the Search Members field to search for a particular member

edit members page 1

Step 3

Click on the pencil icon under the Role column next to the specific user.

edit members page 2

Step 4

A dialog box will come up; click on the drop-down menu under Role and choose User.

edit member role

After a team member has been set as a User on the organization level, you can either:

  1. Set User as a Manager on the Members Page
  2. Set User as a Manager on the Projects Page

Set User as a Manager on the Members Page

Step 1

Navigate to People > Members on your sidebar, then under the Role column, make sure the user is set as a User. After they have been set as a user on the organization level, click on Edit under the Projects column.

step 4 2

Step 2

Set the user’s role as Multiple project Roles or Project Manager.

Project Managers can manage, track, and view reports for any projects they are added to. They can also see the information of the users under the projects where they have a manager role. Multiple project roles mean that the user can have different permissions on more than one project that they are assigned to. They can be assigned to one project as a user and another as a manager.

When setting the user’s role as Multiple Project Roles, select the projects they should manage under the Manager title.

step 5 2

Alternatively, change the user role to Project manager, choose which projects they need to manage, then click Save.

step 6 2

Set a User as a Manager on the Projects Page

Step 1

Navigate to Project management > Projects, then click on the project name.

step 7 1

step 8 3

Step 2

Next, you can select Manager under the Role column drop-down.

step 9

 

For more information on the scope of users with Manager roles within your organization, please click here.
To know more about Hubstaff User Roles and Permissions, please click here.
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