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  3. Setting the user’s access
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  3. Setting the user’s access

Setting the user’s access

In Freelo you can decide where the invited users have an access in projects. When you invite someone to a project the user can see all To-Do lists and tasks by default. However you can permit the access to some of the To-Do lists or Notes.

Access to To-Do lists

The main section with data is a To-Do list which is a list of tasks that are related. To-Do list includes tasks, discussions and files. In the section Users in the project detail, you can set who can access which To-Do list. This feature ensures that everyone can see only what you want. For example you client can access only the To-Do list given for you communication and not those with internal tasks.

Set up access for users to To-Do lists.
Set up access for users to To-Do lists.

Access to project Notes

Notes are text documents related to the project. Notes help you to keep the important information about the project such as links to all materials or list of important contacts related to project. You can set up who has an access to each note.

Go to detail of the note and in right menu choose users who can see the note via Access to note has…

Set up user access to the note in the right menu.
Set up user access to the note in the right menu.

Rights in reports

The time and cost reports can always see the captain (project owner). No invited user can hide own reports to the captain. Invited user can see only own reports.

In case there is appointed Admin of the project by the captain, he/she can see reports just as the project owner. Admin can see budgets and all the reports in the particular project.

If you want your team to be transparent about all costs and reported time there is a way to share reports with another users. Go to particular project and find section Statements. At top right corner is icon to set the sharing.

How to share reports with other users.
How to share reports with other users.

Sharing of costs and time report needs to be set for each project separately.

The role of project Admin

Do you want someone else to invite other users to the project or see financial reports? Appoint the Admin of the project in the Users section in project detail. Admin has same right as the captain – can invite other users and see budgets and reports.

You can also appoint the Admin role in section All users (via upper blue bar > Users). Go to the particular user and via three-dot menu on the right select Appoint Admin.

Appoint a user as project Admin in bulk.
Appoint a user as project Admin in bulk.

The role Project manager

Do you need help with managing multiple projects from someone? Appoint the Project manager who can create new projects and invite users under your account. Project manager can be Admin of the project at the same time.

You can switch on default setting to make your Project managers also the Admins of the projects you invite them automatically. Go to Settings, find section Application settings and check the option I want my Project managers to be Admins of the projects I invite them to automatically.

Set up Project managers as Admins automatically.
Set up Project managers as Admins automatically.

Who can see what?

Captain and Admin can see:

  • Budgets of projects and To-Do lists.
  • Financial reports of all users.
  • Time reports of all users.
  • All project Notes.
  • All To-Do lists, tasks and discussions.
  • Managing labels.
  • Own project labels.

Invited user can see:

  • Own financial reports.
  • Reports that another user decides to share with him/her in particular project.
  • All project Notes when the captain or Admin does not restrict the access.
  • Own project labels.
  • To-Do lists with all tasks and duscussions when the captain or Admin does not restrict the access.
Updated on 8.4.2021

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