ForemanFOREMAN

Project access scope

Give a teammate access to every project, or limit them to just the ones they're assigned — independent of their role.

A member's role decides what they can do; project access decides which projects they can see. The two are separate, so you can give someone broad permissions but still limit them to a handful of projects.

The two scopes

  • All projects — the member sees and can open every project in your organization.
  • Assigned only — the member sees and can open only the projects they've been added to.

This applies to internal teammates. Clients and vendors are always scoped to just what's shared with them, so there's no toggle for them.

Set a member's project access

  1. From the sidebar, click Organization.
  2. Click the Members tab.
  3. Click the member's row to open their panel.
  4. Under Project access, choose All projects or Assigned only.

The change saves immediately and takes effect the next time the member loads the app.

Don’t see this?

Changing a member's project access is usually limited to the organization owner and admins. If the Project access control is read-only, ask your owner.

Assign someone to a project

When a member is set to Assigned only, you control which projects they see by adding them on each project:

  1. Open the project.
  2. Use the project's access panel to add the member.

They'll immediately see that project in their list; remove them there to take it away.

Note

The organization owner always has access to every project — the toggle is fixed to All projects for them. You also can't change your own project access from this panel.

Related

NextQuickBooks Online sync