Project Settings and Permissions

Last updated October 25, 2022
Written by Princess Luzadas

You can configure the settings and permissions of a project.

Project Settings

For settings:

  1. Navigate to Projects > Projects from the main menu.
  2. Locate the project you want to configure the settings by using the quick search or filters.
  3. Click on the Title of the project and hover over the ellipsis icon and select View from the options.
  4. Go to Settings on the left panel.
  5. In Requests section, clicking the Project Branding toggle switch button allows you to upload a project logo which will be used for email communications and interfaces instead of the organisation title.
  6. In Currency section, Base Currency is set to Australian Dollar (AUD) by default. Clicking the Multi-Currency Project toggle switch button allows you to select multiple currencies that vendors can quote in for the project.
    • Click the Add Currency button to add a currency and update the following fields:
      • Currency - Select the currency you want to add from the dropdown. (Required)
      • Exchange Rate (AUD) - Enter the exchange rate value in AUD currency. (Required)
    • Click the Add button.
  7. In Budget section, enter the value in the Budget field.

Project Permissions

For permissions:

  1. Select from the following options:
    • Anyone can view and edit (Default)
    • Anyone can view, editing restricted - The project owner has required permission by default.
    • Select who can view and edit- The project owner has required permission by default.
      • You can add users or teams and set the type of access they should have by clicking the Add new permission button.
      • To remove users or teams access to the project, click the trash bin icon.

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