Posts tagged "Permissions"12 posts

Easily Set Admin Rights in Your Project Management Tool

Posted April 25, 2012

Projecturf allows you to have multiple admins in your account. You can add as many admins as you prefer and also set the permissions for each user. Admins will see all projects in your account and are able to create projects and add themselves to projects. You can easily add and remove admins as well as set the admin permission type for each user with just a few clicks. This gives you full control over who can access your projects, Address Book, and account data.

To get started, the user first needs to register with your Projecturf account. Simply create a project and add the user to the project to send them the registration email. If you have an existing project, you can just add them to that project. Once they register with your account, you can add them as an admin in the account section under System Settings as shown here.

There are two different types of admins in Projecturf. The first is a System Admin. System Admins have access to everything the account holder has access to including billing and system settings. They can also add and remove admins from your account. The other type is a Project Admin. Project Admins can only create new projects and access the global Address Book.

In the Address Book, there is an icon to denote the System and Project Admins on your account. A gold key (shown below) signifies a System Admin and a gray key signifies a Project Admin. This is a quick way to see which users have admin permissions. You can also view the list of all admins as well as add new admins, remove admins, and set admin permissions under System Settings in the account section.

To learn more about the different permissions available in your project management software, use this permissions infographic or visit the help center topic on roles and permissions.

Get Things Done Quickly & Improve Collaboration with Clients

Posted April 12, 2012

A simple way to collaborate with clients, keep them informed, and get their feedback is by inviting them to your project management tool. Before you invite a client to join your Projecturf account, you can set custom permissions for your clients in each project. This can be done by granting read/write or view only access to any section or also hiding sections that clients won't need access to. Therefore, you can set up each project based on your project requirements and grant or restrict access as you see fit. For example, if you don't plan to use the Tasks section with a client, then simply hide that section when setting the client permissions.

Once you've added your client to a project, you can begin collaborating and getting things done using Projecturf. You can easily calendar upcoming meetings and events, share and collaborate on ideas related to the project using whiteboards, set budgets and track hours and expenses against the budget, create discussions with clients to keep all project related communication in one place, share files and keep track of the latest versions, assign tasks and set due dates, share project schedules, and much more. If you are a designer and need to showcase your work to a client, you can use the Designs section which nicely lays out all your designs in a thumbnail gallery. Clients and co-workers can preview the designs inline, rate them on a five star scale, add comments and feedback, and approve them right in Projecturf.

Projecturf will keep you and your clients up to speed on all the moving parts of your projects at all times. By using the email alerts, you will always get notified of any new items or changes made to your projects. You can also track progress and updates by using the activity dashboards, RSS feeds, and Daily Progress Report emails.

Navigating Projecturf is quick and easy for your clients. They can click any section to quickly access the data they need and to add new items. Lists can be filtered and sorted with only one or two clicks to instantly find what they're looking for. Clients can also use the built in search tool to find items quickly. Also, when your clients receive email notifications, clicking the link in the email will take them directly to that specific item in Projecturf so they can immediately see it and respond if necessary or even reply via email. Visit this previous blog post to learn more about the benefits of the Projecturf user interface.

Simple Time Tracking in Every Project

Posted March 13, 2012

Each project in Projecturf includes a built-in timer for tracking your billable and non-billable hours. When you are working on a project, you can start the timer by going to the Timecard section and clicking the play button on the top right of the navigation bar. You can also pause, restart, and reload the timer as needed.

Once the timer has been started, it will remain running even if you jump between sections and projects. The timer icon will always be shown on the left side of the project tab when you have an active timer running in a project and you can run multiple timers at the same time. The timer will continue running until you pause or reload it, even if you logout of your account.

You can easily add your recorded time to a project by clicking the plus button and choosing Grab From Timer from within the Timecard section.

If you wish to add time to a task or ticket, just do a quick search for your task / ticket when entering your time and select it. Once your time is added, the dollars are automatically calculated for you based on your hourly rate. Hours and dollars entered as billable are tracked against the project budget at the bottom of the Timecard section (this is only viewable by project managers). Project managers can see everyone's timecard entries whereas staff members and clients can only view their own. You can learn more about the time tracking capabilities in the Projecturf support center.

Quick Tip: Mark Tasks, Tickets, and Events as Private

Posted March 7, 2012

When adding new items to a project, you can mark them as private by simply checking the box that says make private. This is available in the Tasks, Tickets, and Calendar sections in each one of your projects. By making the item private, only the users that are included on the item and the person that created it will be able to see it. This privacy setting applies throughout the application so that only those given permission will see it in the other areas it's displayed such as the Dashboard, Reports, Gantt charts, and Global Tasks section. Marking items private is useful if you don't want to share everything on the project with a client or staff member, if information is confidential or just internal to your company, or if you don't want to include items on everyone's calendar and to-do list that aren't relevant to them.

When adding new items in the other sections of your projects such as Documents and Discussions, you simply select who gets access to it. In these sections there isn't a need for a make private option since you're not assigning items to people. Therefore, anyone that isn't granted permission won't be able to see it since they are automatically private. Visit the Projecturf support center to learn more about marking items private.

Infographic: Understanding Projecturf Permissions

Posted October 11, 2011

Projecturf offers custom permissions and advanced privacy options in every section. In addition to multiple system and project administrators, each project includes project managers, staff, and clients. Permissions for each of these user types can be customized at the project level. For a simple reference on how permissions work, we've created an Infographic (shown below) to illustrate each user type and their permissions. To print or save a copy and keep as a quick reference guide, click this link to download the Infographic. You can also learn more about the various permission options by visiting our support center.

Make Managing Projects Easy with Contact Groups

Posted October 5, 2011

Project managers can easily organize users on a project and assign items to multiple users by creating contact groups. After setting up your contact groups on a project, each section allows you to quickly set permissions or assign responsibility to multiple people by just selecting a group name. For example, if you upload a new document for the marketing team, you can click on the marketing group and all users assigned to that group will have access to the document. This same functionality is used throughout the app, such as when assigning responsibility to a task or ticket, creating an event, and starting a discussion. Below is short video tutorial on how to create contact groups in your projects:

Customize Projects to Your Liking

Posted August 10, 2011

With all the customization options available in Projecturf, you have full control over each one of your projects. From the project settings page under Roles & Permissions, you can hide sections and reports from clients, staff, and managers. This will also hide features not being utilized in the project. If for example the team will not be using the Timecard section in one of the projects, then simply hide this section and the timecard icons will be removed from all tasks and tickets on that project. You can also hide sections from certain user types such as clients or from everyone. If you aren't going to be presenting designs in a project, hide the Designs section from all user types from the project settings page. It's that easy. You also have the option to set view only or read / write access for each user in every section.

Additional customization options allow you to change the project status, set a color for each project, customize email notifications, and more.

New in Version 3.0: Custom User Permissions for Managers, Staff, and Clients

Posted May 10, 2011

Custom user permissions are now offered with Projecturf version 3.0. With the new settings, you can customize the permissions for managers, staff, and clients at the project level. This allows you to hide sections and set view only or read / write access to any section. For example, you can hide the Timecard section if a user doesn't need to record their time for a specific project and hide or set view only permission to the Contacts section to restrict staff from adding users to a project. Once you set the permissions for each type of user, then simply start adding people to the project and selecting their role.

Default permission can also be set at the Global level by admins, which is very helpful when using the same permission settings for each project. The permissions can always be further modified at the project level. If you want to learn more about how permissions work with your web-based project management software, visit the support center by clicking here.

We have also created an infographic which nicely outlines the various roles and permissions and works as a great reference guide, and can also be printed.

Version 3.0 is now Live!

Posted April 27, 2011

We have just released version 3.0 which is available to all new and existing customers. The new version of Projecturf has over 30 new features and enhancements and includes a major redesign of the User Interface.

Here is a list of several new features and functionality added in version 3.0:

• New User Interface which includes brand new icons resulting in a more modern look and feel, reduced vertical space for less scrolling, inline panels for better visibility when adding items, custom navigation colors, and a simplified layout.
• Advanced user permissions that allow you to set custom project level permissions for managers, staff, and clients. This includes hiding sections and setting read / write or view only access to each section.
• Custom subdomains have been added and therefore your new login address is: yourname.projecturf.com instead of projecturf.com/account/yourname
• Add multiple items at once by clicking add another in the add new panels to quickly enter any items. Available in all project sections.
• Pin up to 6 project tabs to the top of the navigation bar to easily navigate between projects similar to how internet browsers function.
• Drag and drop project tabs to order them based on your priorities.
• View all active timers from any section in the project and also with an icon on the project tabs.
• Run multiple timers at the same time.
• Set Global Calendar colors for each project from the project settings page.
• Add time to tasks and tickets directly from the task / ticket itself by clicking on the timer icon and entering your time.
• Quickly search for tasks and tickets when adding a new timecard. The results will auto-filter.
• View who has posted a ticket
• New support center with FAQ's, instructions on how to use each section, and more.
• Drag and drop calendar items from the Global Calendar while viewing all project schedules in one place
• Use the Global sections to make edits, add timecard entries and notes, and update task, ticket, and timecard entries
• Upgraded servers to add speed enhancements throughout the application which reduces page loading times
• You can now turn SSL security off if you'd like additional speed improvements

We're very excited about sharing Projecturf 3.0 with you and we hope you enjoy the new version and all Projecturf has to offer! We will be describing each of the new project management software features in more details over the coming weeks so stay tuned.

Projecturf Version 3.0 is Set for Launch

Posted April 15, 2011

Although we've been hinting at several new updates that are coming soon, it's finally time to make the formal announcement for version 3.0. This is a major release which has been in the works for quite some time and includes many new features along with a refined user interface. We're very excited about how version 3.0 has turned out and look forward to sharing these updates with you. The very dedicated Projecturf team has been working extremely hard on building version 3.0 and delivering results well beyond our expectations. For those of you who have followed our progress for a while, you already know that Projecturf puts countless design and development hours into every enhancement and each version is a major milestone with tons of new benefits. Here is list of recent blog posts highlighting some of the major updates included in version 3.0:

• Projecturf Redesign
• New Timer
• Open Multiple Projects
• Custom Permissions
• Enhanced Support Center

Version 3.0 is scheduled for official release before the end of April. We've already shared some of the new project management software features that are coming in the previous posts and the rest will be discussed when we launch. Stay Tuned!