Setting additional access for a project
The project manager assigned and the portfolio manager can set additional access to other project managers for the project.
The additional access can be:
- Read: the additional project manager can access the project, sprints or phases, tasks, related activities and documents, and he/she can create new activities related and documents.
- Write: the additional project manager can access and modify the project, create and modify sprints or phases and tasks, and he/she can access and create new activities related and documents.
Project managers who have been added additional access to a project can access the project from Project-management-console.
To add read access to a project manager in a project
- Log in to the Portfolio Management application
- Navigate to Workspaces > Projects.
- To open a project on the Projects workspace, click the required project ID.
- Go Additional Access tab and click the 'Add Read Access' button.
- On the blade page Select Project Manager, select the project manager who you want to add read access to the project and click 'Select'.
To add write access to a project manager in a project
- Log in to the Portfolio Management application
- Navigate to Workspaces > Projects.
- To open a project on the Projects workspace, click the required project ID.
- Go Additional Access tab and click the 'Add Write Access' button.
- On the blade page Select Project Manager, select the project manager who you want to add write access to the project and click 'Select'.
To delete additional access to a project
- Log in to the Portfolio Management application
- Navigate to Workspaces > Projects.
- To open a project on the Projects workspace, click the required project ID.
- Go Additional Access tab.
- Select project manager with additional access from the list and click the 'Delete Access' button.
- A confirmation dialogue window is showed.
- Click 'Yes'.
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