Manage Project Collaborators
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.
User Permissions
Admins:
Full visibility and control over all projects and account settings
Can add/remove users, assign roles, manage account profile, and email settings
Can manage collaborators on any project
Cannot make changes to own user login.
Note - When removing a user, admins can transfer that user’s projects and RFPs to another user or themselves.
Full Access Users:
Can create, view, and manage their own projects and any projects they are added to as collaborators
Can manage contacts, invite suppliers, and upload files
Cannot add or remove users or change account-wide settings
Read-Only Users:
Can only view projects they created or are added to as collaborators
Cannot edit, add, or delete information within the account
Cannot make any changes to the project user might have created before being assigned as a Read-Only user.
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
Up Next
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