πŸ” Project Access Tab

Control which users can view, edit, or delete project data in Triark Cloud. The Project Access Tab allows you to assign specific permissions per user at the project level.
πŸ“– Read time:
4
min
πŸ”– Category:
Project

Project Access lets you define who can do what in a project.
Instead of giving global permissions, you can limit access to:

  • Project info
  • Status
  • Company
  • Persons
  • WBS
  • Folder
  • Zone
  • Security
  • Log

πŸ§‘β€πŸ« User Types

Select between Reader and Standard to define the basic access level.

User Type
Description
Reader
Read-only access. The user can see the data but cannot change anything.
Standard
Full access based on the permissions you assign (read, write, delete).

πŸ› οΈ How to Add Project Access

  1. Go to Project Access Tab
    Open your project and click the Project Access tab.
  2. Click + Access
    Opens the user selection panel on the right.
  3. Select User Type
    Choose Reader or Standard.
  4. Select User
    Pick the user from the dropdown list.
  5. Define Permissions
    Check the boxes for:
    • Read
    • Write
    • Delete
    You can set permissions for each part of the project individually.
  6. Click Save and Close
    The user now has project-specific access.

πŸ—‘οΈ How to Remove Access

  1. Select the user in the list
  2. Click Delete
  3. Confirm the deletion in the pop-up

πŸ“Š Example: Role-Based Access

Here’s an example of how you might set permissions:

Role
Access Setup
Project Manager
Full access (read/write/delete) to all areas
Engineer
Read/write to WBS, Folder, and Zone. Read-only for other parts.
Client
Read-only access to Project Info, Status, and Log

β€πŸ” Why Use Project Access?

  • Restrict sensitive project information to only those who need it
  • Prevent accidental changes
  • Simplify project collaboration by defining clear roles

❓ FAQ

Q: Can I change access later?
Yes, you can update or remove access at any time in the Project Access tab.

Q: What happens if I give someone only Read access?
They can see the data but won’t be able to modify or delete anything.

Q: Do Project Access settings override global user roles?
No. Project Access is in addition to global roles and controls project-specific permissions only.

Q: Can I bulk assign access to multiple users at once?
Currently, you need to add access one user at a time per project.

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