Set up permissions for projects

Enhanced project permissions are currently in early access. This feature will be rolled out to all customers later this year.

In the projects app, access and edit permissions are currently set for each individual project. There are a few controls to understand when giving specific access to a project:

Permission levels

Permissions to access and edit projects are set on each individual project.

許可レベル

What it allows

所有者

Full control of the project and can assign access controls to others

編集可能

  • Assign Can edit permission to other people or teams

  • Change project name and description

  • Change project Owner

  • Post and edit updates (status, score, and target date)

  • 変更開始日

  • Update custom fields

  • Add contributors

  • Add learnings, risks, and decisions

  • Archive or unarchive a project

閲覧可能

Above details will be read-only, but people with Can view access can still:

  • Change goal connections

  • Change focus area connections

  • Change Jira work item connections

  • Change related project connections

  • Add or remove followers

  • Add or remove tags

:

  • Changing connections to goals, focus areas, and work items requires the appropriate permissions in those apps.

  • If the project is private, followers can only be added if they already have access to the project.

FOLLOWER

Receives updates in weekly update feed and digest emails.

No edit rights, but can only follow projects they can view.

パーミッションの管理方法

Each project has two access settings to let you manage permissions to view or edit:

  • General access lets you quickly provide all users can edit or can view permissions.

  • Specific access is where you can specify users that have can edit or can view permissions, and manage who is following a project.

Set general access

  1. Open the project you want to share.

  2. Select the Share button at the top‑right.

  3. In the General access section, select an option:

    1. Can edit allows anyone with app access to view and make changes to the project.

    2. Can view allows anyone with app access to view the project and take some actions listed in the table above.

Set specific access

  1. Open the project you want to change access to.

  2. Select the Share button at the top‑right. In the Specific access section, select the icon.

  3. Locate the person, team, or user group and select Can edit or Can view from the dropdown to change their permissions. You can also select Remove to revoke specific access.

  4. Select Save.Sharing projects

Sharing projects

A project can be shared with others, who will receive a notification via email.

  1. Open the project.

  2. [共有] を選択します。

  3. Type the name, team, user group, or email address.

  4. Choose Can view or Can edit (applies to all selected recipients).

  5. [共有] を選択します。

Copy a project’s link to your clipboard to quickly share it anywhere.

  1. Select the link icon next to Share to copy the project URL.

  2. Paste the link wherever you need (email, chat, docs).

Note: A link does not grant access. Ensure the recipient has the appropriate access control set on the project.Permissions FAQ

質問

回答

Who can change the owner of a project?

Both owners and editors can edit the Owner field in the project’s details.

Are there “private” projects that hide from users without explicit access?

Yes, but you can only make them private at creation. Currently, you cannot change an open project to a private project after it’s been created.

Access to private projects requires Can view or Can edit permission in the specific access section.

 

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