Permissions reference
Project Management uses three levels above no access: Viewer, Editor, and Administrator.
How your level is decided
Section titled “How your level is decided”Your level comes from the first of these that applies:
- A platform system administrator is an Administrator everywhere.
- Your role on the service, if you are an active member: viewer, editor, or admin.
- Membership of any team assigned to the service makes you an Editor.
- If the service has no teams assigned at all, you are a Viewer.
Projects
Section titled “Projects”| Action | Level |
|---|---|
| View the project list and open a project | Viewer |
| Create a project | Editor |
| Edit a project and its settings | Editor |
| Add, change, or remove team members | Editor |
| Archive a project | Administrator |
Archiving is the end of the line — permanent deletion is deliberately not offered, so audit history survives.
Resources
Section titled “Resources”| Action | Level |
|---|---|
| View the pool, allocations, utilisation, and capacity | Viewer |
| Create and edit resources | Editor |
| Create, change, end, or remove an allocation | Editor |
| Sync a team from task assignees | Editor |
| Deactivate a resource | Administrator |
What a viewer still sees
Section titled “What a viewer still sees”A project’s Resources section shows + Add Member, Sync from Tasks, and the row edit and remove controls to everybody, including viewers. The buttons are visible; the actions are refused by the server.
If you are a viewer and an action fails with a permissions error, this is why — the control should not have been offered.
Reading is broader than you may expect
Section titled “Reading is broader than you may expect”The project list and individual project pages are readable by any signed-in user with access to the service, without a project-management role check. Treat project descriptions, budgets, and risk registers as visible to the service’s users generally, and keep anything more sensitive out of them.
For what each role can actually do on screen, see the project views reference.