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In Cubicl, permissions can be arranged for the content (tasks, gantt, calendar, and so on) and the user (account manager, project admin, and so on).
In a project, permission for users are divided into 4:
- Project admins
- The project members
- Non-project members
Permission levels are classified as None, View, Create, Edit, and Delete. For example, users with the edit permission can view, create, and edit content. Different pages may have different permission levels.
Project admins have all the authority within the project. They can view, create, edit, and delete content.
Since project are in a hierarchical structure, a project admin has authority in all sub-projects of the main project.
Only a project admin can add other users as admins to that project.
Project members are users who have been added to the relevant project as a member. By default, they have permission to view and contribute content. You can change permissions for each page in the project later.
These are people who are users in the organization but are not members of the relevant project. By default, they have permission to view the contents. Therefore, if you do not want non-project members to see the content, you should change the permissions to None later. You can change permissions for each page in the project.
You can set different permission levels for users in your projects. You need to select a user in the project permissions field to set permissions for that user. You can set user-based permissions to increase or decrease their permission levels.
If permissions are not set for a user, project permissions set for "Members" or "Non-Project Members" are used.
Some users may have some exceptions depending on the situation. Even if a user does not have permission in a project:
- She can see the tasks assigned to her or created by her, post in these tasks, update the state and progress of the task, upload files.
- She can archive, edit, and delete tasks created by herself.
- She can delete activity posts created by herself.
You can set user permissions for all pages separately in Cubicl. You can make different authorizations for the Clients, Bookkeeping, Deals, Email Boxes, Forms, Workflows, Client Portal, Time Offs and Workflows pages. On these pages, permissions can be set for all users or specifically for each user.
To set up the same level of permission for all users, use the Default Permission field. But if you add different level permission to each member, use User Permissions.
Account managers have full authority- which is the manage level- on the all pages.
You can click the User Permissions button and edit the default and user-based permission levels, and then save them. The permission levels you save will only apply to that page.
The account manager is the person who created the Cubicl account or is authorized by the person who created the account. The account manager has the authority to add and remove users to the organization, to make other users an account manager or remove them, to edit the details of the organization, and to manage subscription and payment.
The account manager and the project admin are not the same roles. A user can have both of these roles, or only one, or neither.