Project administration settings allow for granular control of your project administration. They control who can access, modify, or manage different aspects of the project. It is critical to carefully consider data security and confidentiality before assigning project-level access.
Manage Permissions in Prism Admin
There are now four permission levels for accessing and managing Prism Projects, providing more granular control over user access. It is typical (but not required) to create a custom role in the administration module to control different levels of access for Project Leads, regular project users, Vendors, and Tenants.
- Can Access Projects: This setting is typically for regular users who need to view projects but not create, edit, or add tasks. For example, task assignees who need to view the details of their tasks but not edit projects are good candidates for this permission level.
- Can Create and Delete Projects: This permission allows users to create new projects and delete existing ones. This is typically used for Project Administrators and senior team members who need to initiate and remove projects but may not need full project management capabilities.
- Can Manage Projects: Users with this permission can edit and manage existing projects, including updating project details, managing tasks, and overseeing project progress. This is ideal for Project Leads who handle day-to-day project management but may not need to create or delete projects.
- Can Manage Project Categories: Users with this permission level can change the naming of the six default project categories for the entire account and add charge codes to each category for additional financial control. Because changes made to the project categories affect the entire account, use caution when granting this permission level. It is typically reserved for administrators, senior managers, and finance managers who need to administer project category and budget controls.
- Extended Access for Vendors and Tenants
- All project permissions can now be extended to Vendors and Tenants (disabled by default), enabling better project collaboration property-wide. This allows for more inclusive project management where external stakeholders can participate directly in relevant projects based on their assigned permission levels.
Figure 21: The Projects Administration accordion where permission levels for Project Users may be configured.
Configure Notifications in Prism Admin
Projects uses the default Prism “Followers” role to set up notifications. Followers designated for each project will received the notifications selected in the “Roles & Notifications” tab of the Admin page.
- Select “Followers” from the Roles & Notifications” page of the Prism “Admin” module.
Figure 22: Configuring project notifications in the Admin, Roles & Notifications page.
- Toggle on the “Projects” notifications and expand the accordion to choose which notifications to send to project followers.
Figure 23: Selecting notifications in the Projects accordion of the Followers role.