Overview:
Effective collaboration is essential for project success. With Kesa PSA's new feature, organizations can now establish project-level permissions for team members, promoting teamwork and active participation in project management tasks.
This feature aims to broaden the access to project-level permissions, allowing a wider group of users to engage in project activities. By extending these permissions to the entire project team, organizations can enhance project ownership and efficiency.
Previously limited to project managers, these permissions can now be assigned to team members, aligning with the project team structure. To make the most of project-level permissions, organizations need to configure organization permissions and assign project-level permissions to team members, a task reserved for PSA/Project admins or Global Admin. Following these steps ensures a solid foundation for utilizing project-level permissions effectively.
Key goals that organizations will be able to achieve with this feature
- Project team members (given sufficient permissions) will now be able to create tasks, manage teams, update project health or oversee billing & invoicing in the projects that they are part of.
- Project management teams have hierarchical structure wherein the responsibilities are distributed among project managers, project leads or Sr Project managers (or equivalent structures), organizations will be able to better simulate their structure.
To configure the organization permissions
Click on Project from the left navigation menu and navigate to Policies & Settings. Click on Project and then Permissions.
Once organization-wide permissions have been configured, project managers (or users with the required permissions) can then proceed to allocate specific project-level permissions to team members. To do so, simply navigate to the Projects section and select the Projects tab. From the Project List tab, choose the project for which you want to update permissions.
Navigate to the project page and access the Settings (1) menu. From there, head to the Team Permissions (2) section. You will also find the option to Manage Permissions (3) in this section.
To grant permission(s) to team member(s) working on the project, simply click on the Assign (4) button.
Then, the Assign Permission window will open, where you can just select the team members and assign permission to them.
And that's it! Hope this article helps you in using this new feature its fullest! Have more queries? Contact our Product Experts right away!
For further information on how to manage global roles and permissions in Kesa PSA, please click here.: Managing Global Roles & Permissions in PSA