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
-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
-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
-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.