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Project Permissions

UI: Project Permissions
Audience: Workplace / project admins

Purpose

Manage project roles (overrides vs workplace defaults), permission matrix, and Set Project Manager.

Relevance

When the project overrides workplace defaults. A banner indicates active overrides.

Use Case Example

Admin selects Create Project Role, adjusts the matrix, and uses Set Manager on the Project Manager Role.

Who can use it

Admins with access to this section.

Screen Anatomy

Roles + New/Edit/Delete; Permission Matrix; Set Manager; overrides warning.

Options and fields

ControlFunction
New / Create Project RoleNew role
Edit / Edit Project Role · Delete / Delete Project RoleCRUD
Set Manager / Set Project Manager · ManagerPM role
Permission MatrixRead · None · Several · Total
BannerThis project has permissions that override workplace defaults.
ErrorCannot edit default role permissions

How to use

  1. Workplace Settings → Project Permissions.
  2. Create/edit roles → matrix → Set Manager if necessary.
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