Availability
Overview
This article provides a comprehensive guide on managing access levels in Birdview. From creating new access levels to deleting existing ones, each step is outlined to ensure efficient management of permissions. 🎬 Watch how global and project-level permissions are managed
Details screen
The access level details screen is where you create or edit access levels. It consists of sections for:
- Global permissions,
- Non-project member default permissions,
- Project member default permissions,
- Default access level for portfolios.
Permissions are essential for access levels, allowing higher authority users to grant access rights to lower authority team members. Enabling or disabling permissions is done by selecting appropriate checkboxes.
Note
Enabling or disabling permissions is by selecting appropriate checkboxes.
Adding access levels
To create a new access level based on an existing one, or from scratch:
- Go to Company settings > Access levels.
- Select the level you want to copy from or click + Add access level.
- Specify details and edit permissions as needed.
- Click Save to apply changes.
Viewing access levels
To view available access levels:
- Go to Company settings > Access levels.
- Select an access level to view its details.
Updating access levels
To modify an access level:
- Go to Company settings > Access levels.
- Select the access level to modify.
- Make changes and click Save.
Important
Any changes saved will only affect newly created projects - but, to update all existing projects, with these new permissions make sure to click the box, which says "Apply default permissions to project members in all existing projects", at the bottom of the permissions page.
Duplicating access levels
To duplicate an access level:
- Go to Company settings > Access levels.
- Select the access level to duplicate.
- Click Copy, give it a name, make changes, and click Save.
Deleting access levels
Important
The built-in access levels like Administrator (ID#1) and Project owner (ID#2) cannot be deleted.
To delete an existing access level
- Go to Company settings > Access levels.
- Select the access level to delete.
- Click on the additional action menu (
) in the right top corner and select Delete.
- Confirm the deletion.
Note
An access level cannot be deleted if it is assigned to a user.