Project Access Type

For Orufy Projects, the project's access level determines the role and permissions of any logged-in user within your project. To manage these settings, you need access to the Orufy Projects platform.

Orufy Projects offers three detailed access levels for team-managed projects:

Open

  • Visibility and Permissions: When a project is set to open, any user logged into your Orufy Projects site can view, create, and edit issues within the project.
  • Role Assignment: This access level automatically grants all logged-in users the Member role in your project.
  • Use Case: Suitable for collaborative environments where broad participation and input are encouraged.

Limited

  • Visibility and Permissions: When a project is set to limited, any user logged into your Orufy Projects site can view and comment on issues within the project. However, they are restricted from editing existing issues or creating new ones.
  • Role Assignment: This access level assigns the Viewer role to all logged-in users.
  • Use Case: Ideal for scenarios where you want to share project progress and solicit feedback without allqowing broad editing capabilities.

Private

  • Visibility and Permissions: When a project is set to private, only Orufy Projects admins and users you specifically add to the project can see it in their project directory or locate its issues in search results.
  • Role Assignment: This access level restricts visibility and interaction to designated team members and administrators only.
  • Use Case: Best for sensitive projects requiring tight control over access and information sharing.

Managing Project Access in Orufy Projects

Step 1: Access Project Settings

  1. Go to Project Settings:
    • Navigate to your project in Orufy Projects.
    • Click on Project Settings and then select Project Access.

Step 2: Manage User Roles

  1. Change User Roles:

    • You can change the roles of users in your project by assigning them as Admin, Member, or Viewer.
    • To delete a user, select the user and choose the delete option.
  2. Add New Users:

    • Click on Add Users. A dialog box will pop up.
    • Select the users you want to add, choose their role, and click Add.

Step 3: Manage and Customize Roles

  1. Manage Role:

    • Customize roles to fit your project's specific needs.
    • Click on Create Role to define a new role.
  2. Create New Roles:

    • Enter the Role Name and Description.
    • Set the necessary permissions for this role.
    • Click Save to create the role and make it available for assignment.

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