Defining Security Permissions for Projects & Tasks

Overview
Lock down who can view, edit, delete, or create projects and tasks.

Where to Find It
Work › Settings › Security Settings

Common Permissions

• View Projects/Tasks

• Create Projects/Tasks

• Edit Projects/Tasks

• Delete Projects/Tasks

• Manage Timers & Timesheets

Steps to Configure

1. Locate the Security Settings section.

2. For each permission, select which role(s) are allowed (e.g. Admin, Project Admin, Member).

3. Click Save.

Best Practices

• Grant only the minimum necessary rights to each role.

• Review permissions whenever you add a new team member or change your process.