Overview
Beyond per‑project roles, you control what every Member or Project Admin can do across all projects via Settings → Roles & Permissions. This lets you lock down sensitive modules or empower power‑users.
Steps
Go to Settings → Roles & Permissions.
Select the role you want to edit (e.g., Employee, Project Admin).
Scroll to the Projects and Tasks modules.
For each action (Add, View, Update, Delete), choose None, Owned, or All.
Click More to expand sub‑permissions (e.g., View Files, Add Discussions).
Save your changes—these will apply to all members assigned that role in any project.
Tips & Best Practices
Grant All only to admins; use Owned for contributors to see only their own work.
Review these settings quarterly to align with evolving workflows.
Test changes by logging in as a sandbox user with that role.
Troubleshooting / FAQs
Members still see restricted data: Have them log out/in to refresh cached permissions.
Cannot toggle a permission: You need “Manage Roles & Permissions” rights on your own account.
Sub‑permission conflicts: A top‑level “None” will override any sub‑permission set to “All.”