Fine-tune what one person can do

Each role comes with a set of permissions. Owners and admins can change those for one person without changing their role, for example letting a contributor set budgets or hiding the money from a viewer.

Change one person's permissions#

1. Open the project and choose the Members tab.
2. Find the person and select Custom permissions beside their role.
3. The panel lists the permissions in three groups: Project, Tasks and Money. Anything that differs from their role is highlighted.
4. For each permission, choose Yes, No or, where it applies, Only their tasks.
5. Select Save permissions.

The person shows a Custom permissions badge from then on.

What you can change#

• Project: Edit project settings
• Tasks: Add tasks, Edit tasks, Delete tasks, Update progress, Add notes, Upload photos, Log time
• Money: See money, Log expenses, Set budgets

Only their tasks limits a permission to tasks assigned to that person. It's how the Assigned only role works.

Managing members and deleting the project come with the role and can't be customised.

Go back to the role's permissions#

1. Open Custom permissions for the person.
2. Select Reset to followed by their role.
3. Select Save permissions.

Changing someone's role also puts their permissions back to the new role's set.