How do I prevent Managers from seeing all the projects?

Question:

I have different teams working on different projects. Each team will have a manager to oversee their work. I would like to give this manager access to only their own team’s work. They shouldn’t be able to see every project in my organization. Is it possible to do this?

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 you should do is make sure the team member is added as a User at the organization level. This prevents them from accessing any other projects. To do this, navigate to People > Members on the main dashboard.

menu people members

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

members edit user role

 

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

change user 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

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

edit user role

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

role project manager


Set a User as Manager on the Projects Page

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

sidebar menu project management projects item

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

project role

 

For more information about what users with Manager roles can access within your organization, please click here.

To know more about Hubstaff user role permissions, please click here.

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