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Company settings - Access levels (part II)

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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.

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:

  1. Go to Company settings > Access levels.
  2. Select the level you want to copy from or click + Add access level.
  3. Specify details and edit permissions as needed.
  4. Click Save to apply changes.

Adding new.png

Viewing access levels

To view available access levels:

  1. Go to Company settings > Access levels.
  2. Select an access level to view its details.

Updating access levels

To modify an access level:

  1. Go to Company settings > Access levels.
  2. Select the access level to modify.
  3. Make changes and click Save.

 

Warning

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:

  1. Go to Company settings > Access levels.
  2. Select the access level to duplicate.
  3. Click Copy, give it a name, make changes, and click Save.

Deleting access levels

 

Warning

The built-in access levels like Administrator and Project owner cannot be deleted.

 

To delete an existing access level

  1. Go to Company settings > Access levels.
  2. Select the access level to delete.
  3. Click on the additional action menu and select Delete.
  4.  

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