Controlling user-level project visibility is available for all planners. Planners will now see only the projects they’re assigned to, with the ability to add teammates as collaborators for seamless event coordination. Admins continue to have full visibility across all projects, providing better control, enhanced security, and more streamlined collaboration across the organization.

Please note: users who have admin access on the organizational level can also manage visibility and assign collaborators for all projects.

Project Collaborators

Assignment & Management:

• Admins will be added as collaborators on all the projects by default

• Only Admins and Project Creators can manage collaborators on a project

• Visibility rules apply to all project-related entities, including RFPs, quotes, and tasks

• Projects shared by other team members would be visible under the "Active Team Projects" section

• Project Creators cannot leave their own projects