Understanding Project Access

Question

Who can access projects in TeamDynamix?

Environment

TeamDynamix Project Management

Answer

Client Portal

Stakeholders

• Viewing Projects as a Stakeholder

Project Resources and Managers

• Project Resources and Managers can only access projects that they are assigned
• Working on a Project as a Client User

TDWorkManagement

Projects Application

• Project Resources and Managers can only access projects that they are assigned

Analysis Application

• If a user has a Security role with "View All Acct/Depts" enabled, the user can run reports or project searches and view any project
• If a user does not have a Security role with "View All Acct/Depts" enabled, the user can run reports or project searches and view only projects in their acct/dept(s)
• Understanding View Permissions for Accounts/Departments and Types