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Setting user rights

In Freelo you can determine what one sees in the project.

User Rights for To-Do lists

The main content block is To-Do lists. These include tasks and discussions and files. In the Users section of the project detail, you can set who to see the To-Do list. This ensures that everyone sees only what you want.

Animation of user rights settings above the To-Do lists for a project.

User rights for notes

Notes are text documents for projects. Occasionally, some hints may be hidden. E.g. when you consult with the team details assignment to the project and do not want the client to see it.

Specify the users who see the note.

The role of the Admin

Do you want someone else to invite other users to the project or see financial statements? Just by setting up the Admin role in the Users section of the project detail.

The role Project Manager

Do you need help with managing multiple projects from someone? Set him Project Manager role. He can create new projects under your account and is set as Admin directly.

Who sees what?

The Owner and Admin sees:

  • Budgets
  • Financial statements of all invited users.
  • All documents
  • All To-Do lists, task, and discussion.
  • Your own tags at the project (no one else will see them).

Invited user sees:

  • Your financial statements.
  • All documents until the owner of the document are assigned to a specific person (s).
  • Your own tags at the project (no one else will see them).
  • All To-Do lists, task, and discussion.

On the detail of the project in the “Users” section, you can easily control which To-Do List user sees and who does not.

If you restrict user rights, then he can only see the events that are related to the selected To-do lists. Other project events are invisible to him.

Updated on December 28, 2017

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