Update project permission settings

Description:

There are several global settings that can be set at the Plan level by Plan Admins. These plan-level defaults can also be overridden on a project-by-project basis. This article explains how Project Admins can update the settings for their projects.

For details on how to set the defaults at the plan level, see Admin console help > settings.

Notes:

• Only Project Admins can access the Permissions part of the Project settings so any other users cannot update these settings.
• Once the setting has been overridden on a project, it will no longer respect the Plan default. Otherwise, the project will always read the plan default.

Contents:

1. Override default user access for new lists
2. Override the default item permissions
3. Override the template management settings

Guide:

1. Override default user access for new lists

1.1. From the home screen go to Your project.

1.2. You will now be presented with the project overview screen.

1.3. Tap Project settings under the locations card.

1.4. Go to Permissions under the Manage heading.

1.5. Under the Lists heading you will find a subheading for Default user access. Tap on the setting to open the options. You will be presented with a popup containing options for All project users and My organisation and No default. 

 

1.6. Select the desired option and tap on Ok when you are done. The default user access for new lists will be updated accordingly.

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2. Override the default item permissions

2.1. From the home screen go to Your project.

2.2. You will now be presented with the project overview screen.

2.3. Tap Project settings under the locations card.

2.4. Go to Permissions under the Manage heading.

2.5. Under the Lists heading you will find a subheading for Default item permissions. There are two settings that can be updated:

1. the default item permissions for Project admins, and
2. the default item permissions for Internal users

Use the button at the end of each option to open the Item permissions popup. Here you can choose one of the three levels of access for the user role. Tap on an option to update the setting. Once updated, the choice will take effect on any new lists and any existing lists that respect the default permissions.

   

3. Override the template management settings

3.1. From the home screen go to Your project.

3.2. You will now be presented with the project overview screen.

3.3. Tap Project settings under the locations card.

3.4. Go to Permissions under the Manage heading.

3.5. Under the Templates heading you will find a subheading for Template management. Tap on the setting to open the options. You will be presented with a popup containing options for Admins only and Admins & internal users. 

 

3.6. Select your desired permission and click Ok when you are done. Your changes will automatically be saved and will take effect on all templates on the project. Note: Internal users will still be able to use the templates to create new lists.