Configuring Project-Level Permissions for Team Members

Overview

In this guide, you will learn:

• How to manage your project team's access using project-level permissions in Keka PSA.

• Assigning or modifying role-based permissions for specific projects.

• Supporting hierarchical structures for project roles like managers, leads, and coordinators.

Configuring Organization-Wide Permissions

1. Go to the Project module in the left navigation.

2. Open the Policies & Settings tab.

3. Click on Project, then select the Permissions tab.
   
   

Here, you can define your organization’s default permission rules for projects.

Setting Permissions for Specific Projects

Once the org-wide settings are in place:

4. Navigate to the Projects tab.

5. Under the Project List, find and select the project you want to update.
   
   

6. Click Settings, then select Team permissions and click assign.
   
   
   
    

Assigning Project-Level Permissions

7. In the Assign Permission window:

   • Select the team members to assign roles.

   • Choose the appropriate access level for each person.

   

You can assign different permissions per project, aligning access with responsibilities.

For further information on how to manage global roles and permissions in Kesa PSA, please click here.: Managing Global Roles & Permissions in PSA