Account and Project Level Permissions
There are 2 tiers of permissions in TeamGantt:
1) Account Level - This permission occurs at the account, or company, level and cover things such as being able to create projects, edit billing information, etc.
- Account Holder: Account holders can add and remove users and company-level labels from the account, adjust billing information and access invoices, create new projects, and view/access all projects within the account.
- Advanced User: These users can create new projects. However, they cannot remove users/labels from the account. Advanced users can only access projects to which they are invited.
- Basic User: Cannot create new projects or remove users and labels from the account. Basic users can only access projects to which they are invited.
- Guest User: Guests are unlimited, free users that can be added to any account that is on a current paid subscription. For a user to be a guest, they must be added directly to their first project on the account as a guest. Or, if they are a Basic User with View Only project-level permission on a single project, they can be converted to a guest in Account Settings > Manage Users. You can have as many guests as you'd like, but guests can only be invited to 1 project on the account at a time. If a guest is given any project level permission other than "View Only" or invited to more than 1 project, they will be then be considered a regular user and will count toward your paid user licenses.
Tip: To edit account-level permissions, the Account Holder(s) can log in and go to Account Settings > Manage People.
Tip: Guests are only available on our Standard and Advanced plans. If you have a legacy plan and would like to know your options, please reach out to email@example.com.
2) Project Level - This permission is set every time someone is invited to a project. This enables the team to set different permissions for each user per project.
- View Only - Users cannot make changes to the chart. However, they can upload files and comment on tasks.
- Update Their Progress - Users cannot edit the chart except to update the % complete column of tasks that are assigned to them.
- Edit Chart - Users can update and edit the chart.
- Admin - All of the above, plus they can invite users, remove users, edit project settings, and delete the project.
When inviting users to a project, the default project level permission is Edit Chart (for Advanced Users) or View Only (for Basic Users). To change project-level permissions, the Admin(s) can open the project, select the People tab, and click the associated link under "Permission on this Project":
Tip: This is also the place where a user can be removed from a project
For more information regarding how to manage account users, please visit our Manage users support page.
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