Project access levels in Pronto

The first key part of the Pronto Security Model is controlling which Projects a User can access.

This is managed via the Project Access Level in the Address Book. You have three options:

1) Default access: “All Projects in my Office”

This is the default setting for most users.

-Users will see all Projects in their Home Office
-They’ll also see Projects in any additional Offices they’re linked to via Multi-Office access

2) Restricted access: “Invite only”

Use this for users who should only see select Projects.

-These users will only see Projects where they’ve been explicitly invited to the Project Team
-Ideal for freelancers, contractors, or client contacts.

3) Special access: “Network admin”

This is a special role for high-level users who manage multiple Offices.

-A Network admin can see all Projects across their entire Network (a collection of Offices)
-Required for users managing Brands, Offices, and Users at a broader level.

What these access levels control

These settings affect:

What Projects appear in a user’s Project List
What results show in Global Search
What Project data appears in Reports and Finance Dashboards
What Tasks they can view or act on
What Assets they can access in the Asset Library (DAM)

Properly setting Project Access ensures visibility stays secure, clean and relevant for each user.

Note: Timesheet access
Project access levels do not control whether a user can log timesheets.
To submit timesheet data on a Project, two conditions must be met:

1. The User must be part of the Project Team
2. The Project must be marked as Open for Timesheets

Without both, time entries won’t be available, even if the Project is visible.

Next: User permissions