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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Set up permissions and roles in Projects</span></h1>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">You can easily configure access to the <span style="font-weight: bold;">Projects</span> workspace including its apps, folders, and app items. For instance, you can grant the permission to create projects only to employees included in the <a href="360006871932.html#administrator" class="topiclink">Administrators</a> group.</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">Access is role-based. By assigning people to certain roles you determine who can create and edit the <a href="project-plan.html" class="topiclink">project plan</a>, who can monitor the work progress, and who can only open the <a href="project-card.html" class="topiclink">project page</a>.</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">To configure access permissions to project documents, please refer to <a href="project-files.html#access-to-documents" class="topiclink">Project files</a>.</p>
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<h2 class="p_Heading2"><a id="access" class="hmanchor"></a><span class="f_Heading2">Set up access to the workspace</span></h2>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">Access is configured in the settings of the <a href="project-system-apps.html#system-apps-visibility" class="topiclink">built-in apps</a>.</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">By default, access to the workspace apps is provided to all users. To restrict it, do the following:</p>
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<ol style="list-style-type:decimal">
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<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">In the workspace left menu, click <span style="font-weight: bold;">Set Up</span>. Make the app you want to configure access to <a href="360009705932.html" class="topiclink">visible</a> in the menu.</li><li value="2" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Click on the gear icon next to the app<span style="font-family: Inter;">’</span>s name in the workspace menu and select <span style="font-weight: bold;">Access Settings</span>.</li><li value="3" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Select <span style="font-weight: bold;">Restrict access to data </span>and specify the type of access: <span style="font-weight: bold;">Restrict access to app</span>, <span style="font-weight: bold;">Restrict access to app folders</span> or <span style="font-weight: bold;">Restrict access to app items</span>.</li><li value="4" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;">Add a user, <a href="360007146071.html" class="topiclink">user group</a>, or <a href="360003861992.html" class="topiclink">organizational chart</a> item to the table and specify the <a href="360007527512.html#assign" class="topiclink">types of access permissions</a> granted to them.</li></ol>
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<p style="line-height: 1.20; margin: 7px 0 7px 0;">In this way, assign users who can edit items of the <span style="font-weight: bold;">Projects</span> app. By default, the following <a href="project-card.html#actions-with-project" class="topiclink">actions</a> are available for them on the project page: <span style="font-weight: bold;">Edit Project</span>, <span style="font-weight: bold;">Open</span>, <span style="font-weight: bold;">End and Archive</span>, <span style="font-weight: bold;">Reopen</span>.</p>
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<h2 class="p_Heading2"><a id="project-access" class="hmanchor"></a><span class="f_Heading2">Restrict access to a project</span></h2>
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<p style="line-height: 1.20; margin: 0 0 11px 0;">To assign access to a specific project on its page, click on the <img alt="lock-icon" width="20" height="19" style="margin:0;width:20px;height:19px;border:none" src="lock-icon.png"/> icon. It will be displayed in the <span style="font-weight: bold;">About the Project</span> widget if you <a href="element-right.html#permissions-on-item-page" class="topiclink">restrict access</a> to the <span style="font-weight: bold;">Projects</span> app within the item. Click the lock icon and then in the opened window add a user, user group or org chart item, and specify the types of permissions to be granted.</p>
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<h2 class="p_Heading2"><a id="roles" class="hmanchor"></a><span class="f_Heading2">Assign users to roles</span></h2>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">The roles and the assigned users are shown on the project page in the <span style="font-weight: bold;">About the Project</span> widget:</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="prj_edit1" width="590" height="398" style="margin:0;width:590px;height:398px;border:none" src="prj_edit1.png"/></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Project Manager</span>. The employee responsible for the project, who creates and edits the project plan, as well as controls the execution of tasks created with the <a href="create-plan-items.html#control" class="topiclink">Submit for control</a> option. They have full access to the <a href="project-files.html" class="topiclink">project documents</a>.</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-weight: bold;">Project Supervisor</span>. The employee who monitors the work progress. The supervisor cannot create, edit, or publish the project plan. However, they can edit the general information on the project page and have full access to the project documents.</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><a id="change-plan" class="hmanchor"></a><span style="font-weight: bold;">Employees with permissions to edit the project plan</span>. Users, in addition to the project manager, who are authorized to create and make changes to the plan, submit the plan for approval, and publish it.</li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><a id="project-participants" class="hmanchor"></a><span style="font-weight: bold;">Project Participants</span>. Group includes employees assigned to all the above roles, as well as users specified as persons in charge and <a href="create-plan-items.html#task-participant" class="topiclink">participants</a> in tasks.</li></ul>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">In a project, there can be only one project manager and one project supervisor. They are assigned to the role when the project is <a href="create-project.html" class="topiclink">created</a> or edited. To specify the project participants or the employees with permissions to edit the project plan, first add these fields to the creation and editing forms of the project:</p>
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<li value="1" style="line-height: 1.27; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Click <span style="font-weight: bold;">Set Up</span> in the workspace left menu and make the <span style="font-weight: bold;">Projects</span> built-in app visible.</li><li value="2" style="line-height: 1.27; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Click on the gear icon next to the app name and select <span style="font-weight: bold;">Form Settings</span>.</li><li value="3" style="line-height: 1.27; margin-top: 0; margin-right: 0; margin-bottom: 11px;">In the opened window, go to the <span style="font-weight: bold;">Create</span> or <span style="font-weight: bold;">Edit</span> tab. From the <span style="font-weight: bold;">Context</span> column on the left, drag the <span style="font-weight: bold;">Employees with permissions to edit the project plan</span> field to the right-hand side of the form.</li><li value="4" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;">Save the changes.</li></ol>
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<p style="line-height: 1.28; margin: 0 0 11px 0;">Now you can assign users to these roles when creating the project or editing its information.</p>
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