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Permissions - Add File

Can you clarify the permissions regarding who can add files to a project, does a user need to be assigned as PM/Owner on project or Owner/Resource on task in order to be able to add a file?

David Smith Answered

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Hi David,

Thank you for your question!

All users should not have access to every singe file that has been uploaded into Clarizen, but rather users should be able to see files that relate to their role/permission. File visibility is also based on the group/discussion users belong to.

Example: user A is a resource on a task X and uploaded a file on that task, another regular user B is NOT a resource on the same task X (user B does not have Super user permissions or Manager/Project Manager role on this task/project), therefore, user B will not be able to see the uploaded file by user A.

Do you also have Super User permissions? Super User will be able to see all files uploaded into Clarizen, as Super User can perform all project related activities regardless if he/she has a role in the project

Not to confuse between Administrator and Super User. These two roles have different areas of responsibilities. Administrator is responsible for system environment settings, while Super User has “super” rights in the project management area. 

There are a few options: You have to be a full user on 'Basic' mode to see the project and a resource on the project to upload the file. You can have a full user on 'Enhanced' mode and have to be a resource on the project or simply have that individual as a 'Super User".

Hope this helps :) 

Danielle

Danielle Lasirona

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I would like to know this as well.  I have a resource who needs to be able to see all the files uploaded to the project.

Jgunter 0 votes
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So if I have a team user instead of a full user, they can't see files for the project?

We are wanting to have a form uploaded by project managers for a specific data entry task that a team user can see and edit.

We don't want our team users to be super users or have full access.

Thoughts?

Jgunter 0 votes
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Team members cannot see projects in general so they should not be able to see the projects, as well as the files attached to them. Team members can only see tasks and milestones that they are assigned to. They also cannot add files to the project. I just want to clarify what you mean by uploading a form? It is a file? When an individual has a team member license, they cannot be an admin or a super user. 

Hope this helps

Danielle

Danielle Lasirona 0 votes