Project team and access

How project access works

Two layers of permissions decide what a person can do in a project:

In practice a person needs both: the project permission so that the screen opens, and the company-role permission so that the server accepts the action. If a screen opens but saving fails with a permission error, check the company role. If a sidebar entry is locked, check the project permissions here.

• When someone joins a project, their project permissions are copied from their company role at that moment. A later change of the role does not change their access in projects they are already on; change it here.
• The person who creates a project gets Edit on every project permission.
• The company owner (Собственик на компанията) is added automatically to every project the company creates, and their access cannot be edited or removed here.

The Project team page

The page shows a table of your company's members on the project. People of the other companies on the same project, such as the investor or your subcontractors, are not listed and cannot be managed here; each company manages its own team.

You can sort by name, e-mail and role by clicking the column header. There is no search or paging. The table refreshes by itself when someone else, or BORO, adds or removes a member or changes permissions.

1. The page title Project team (Проектен екип).
2. The Add member (Добави член) button.
3. The columns First and last name, email and Role.
4. The Open (Отвори) button that opens the member's access panel.

How to add members to a project

1. On the Project team page click Add member (Добави член). Without the project permission Projects at Edit you see "You do not have permission to access this feature. Contact an administrator."
2. In "Add a member to the project" (Добавяне на член към проекта), optionally type in Search members (Търсене на членове) to filter by name, e-mail or role.
3. Tick people one by one, tick a role group header to tick everyone in that role, or tick All (Всички) to tick everyone visible. People already on the team, you and the company owner are shown ticked and grayed; they cannot be changed.
4. Click Save (Запази). You see "Members added to the project successfully" (Успешно добавени членове към проекта).

What happens for each person you add:

• They join the project with the project permissions of their company role. If the role has no project permissions at all, they get View on Members, Outgoing bid requests, Received bid requests, Offers, Nomenclature, Resource analysis, File manager, Projects and Partners.
• They get read access to the project's files.
• They receive an in-app (and push) notification "{name} added you to project “{project}”" with the button Open project (Отвори проекта). No notification is sent to yourself or to someone who was already on the team.
• A person removed earlier can be added again; their permissions are copied fresh from their role and their notification settings for the project start from the defaults.

Only members of your own company can be added. To bring in another company, send it an offer request or award it a contract; see Creating and sending an offer request. Adding fails with "Failed to add members to the project" (Неуспешно добавяне на членове към проекта) when you click Save without ticking anyone new, when your company role lacks Projects at Edit, or when your company has archived the project.

1. The Search members (Търсене на членове) field.
2. The All (Всички) checkbox.
3. A role group header that ticks the whole group, here Company owner.
4. A locked row: already on the team, you "(You)", or the company owner.
5. The Save (Запази) button.

How to change a member's project permissions

1. Click the person's row or their Open button. The Access level (Достъпност) panel opens on the right with First and last name, Employee email and Role, and a table Features (Функционалности) / Access (Достъп).
2. Click Edit (Редактирай) in the panel header. Each feature gets a three-way switch None (Няма) · View (Преглед) · Edit (Редакция).
3. Choose the level for each feature. Edit includes View.
4. Click Done (Готово). You see "Employee permissions updated successfully" (Правата на служителя са обновени успешно). The person's sidebar and pages update at once.

• Setting every feature to None is refused with "Give access to at least one feature." (Изберете достъп до поне една функционалност.). To take someone off the project, remove them instead.
• Cancel (Отмени) closes the panel and discards unsaved changes. Clicking another row also discards them.
• The panel lists only the features your plan includes. A person always gets at most what the plan allows.
• The person is not notified when their permissions change.
• The company owner's panel has no Edit button: the owner always has full access.

Project features in the Access level panel

Work tasks and Meetings have no permission: access to a board is decided by sharing, and every member of your company on the project can open Meetings. The full list with the defaults of each role is in Permission reference.

How to remove a member from a project

1. Open the person's Access level panel.
2. Click Remove member (Премахни член). The button is disabled for the company owner.
3. Confirm in "Confirm the removal" (Потвърдете премахването) with Remove member, or keep the person with Keep member (Запази член).
4. You see "Team member removed successfully" and the dialog "Removed successfully" (Успешно премахване). Click Close (Затвори).

• The person loses access to the project at once and is not notified. Their notification settings for the project are cleared.
• The dialog calls the action irreversible, but you can add the person again later with Add member; they start again with the permissions of their company role. The history of who removed whom is kept.
• You cannot remove the last member of your company from a project: "You cannot remove the only company member from the project" (Не може да премахнете единствения член на компанията от проекта).

Default company roles and their project access

New companies start with five roles. A person added to a project starts with the project permissions of their role (E = Edit, V = View, – = none). Your company may have changed these roles.

For example, a Technical supervisor added to a project has Projects at View: they can see the team but cannot add or remove people or open the access panels.

Common questions

Related

• Roles
• Permission reference
• Members, invitations and licences
• The project page
• Project list and creating a project