The first question in the Pronto security model is:
What projects can this user access?
In the Address Book, you assign a Project Access Level to each user — this determines which Projects they can see in the system.
1) Default access: All projects in my office
By default, users are set to “Access all projects in my office”.
This means they can view and work on:
– All Projects in their Home Office
– Any Additional Offices they’re linked to via the Multi-Office feature
This is the most common setup and works for most day-to-day users.
This means they can view and work on:
– All Projects in their Home Office
– Any Additional Offices they’re linked to via the Multi-Office feature
This is the most common setup and works for most day-to-day users.
2) Invite only: Access by project invitation
If you want to limit a user’s access more tightly, set their Project Access Level to “Invite Only.”
With this setting:
-The user won’t see all projects in their office
-They’ll only have access to Projects they’ve been added to directly as part of the Project Team
This is ideal for clients, vendors, or users working on a project-by-project basis.
With this setting:
-The user won’t see all projects in their office
-They’ll only have access to Projects they’ve been added to directly as part of the Project Team
This is ideal for clients, vendors, or users working on a project-by-project basis.
3) Special access: Network Admin
The Network Admin permission grants the highest level of project visibility.
With this setting:
-The user can see all Projects across every Office in their assigned Network (a group of linked offices)
It’s typically used by regional leads, operations managers, or users who need to manage Brands, Offices, and Users across multiple locations
Use this setting only when broad, system-wide access is required.
With this setting:
-The user can see all Projects across every Office in their assigned Network (a group of linked offices)
It’s typically used by regional leads, operations managers, or users who need to manage Brands, Offices, and Users across multiple locations
Use this setting only when broad, system-wide access is required.
What project access controls:
- The Project Access Level you assign determines what a user can see and do across the system.
- These rules control:
- What Projects appear in the Project List
- What shows up in Global Search results
- What Project Data appears in Reports
- What data is visible in the Finance Dashboard
- Which Tasks the user can access
- What Documents are visible in the Asset Library (DAM)
Note: Timesheet Access
These Project Access Rules do not control the ability to Log Timesheet Data on a Project.
To Log Timesheet Data on a Project, a User must be Invited to the Project Team and the Project must be Open for Timesheets.