Observer Role. Limited Access to Selected Projects
Sometimes you might have people, who actually do not work directly on the projects, but assume a management or observer role. You may want to grant a limited view-only or view-and-comment-only access to your projects to the latter, so that they would not be allowed to make any changes.
The Observer user type is a good option, when you want to quickly grant a view-only access to all Targetprocess data (i.e. Projects, Teams and all work items inside) to a user without having the user being added to membership lists explicitly. To provide a limited access to selected Projects only, we recommend to introduce Observer (Viewer) Role instead.
Follow the solution step-by-step:
- Create a Role named Observer (Viewer) with limited (view-only or view-and-comment-only)access permissions.
- Switch account type for a user into regular User mode instead of Observer mode.
- Assign the Observer (Viewer) Role as Default Role for a user so that the role will be set in all new assignments to project and team membership lists.
- Assign the user to all Projects and Teams with Observer (Viewer) Role.
Create an Observer (Viewer) role
Procedure
- Login to Targetprocess as Administrator.
- Go to Settings → Roles.
- Add a new Role, give it a name Observer.
- Deselect all checkboxes that permit Add/Edit and Delete actions for this Role and leave
selections for the ones you actually need - for instance, "Add Comment" for
view-and-comment-only mode.
- Save the Role.
Assign the Role as default one for a User
It is possible to see currently selected Default Role for a user on his or her detailed view, on Account Settings tab. How to access it: Personal Account Settings.
Switch account type for a user into User mode
It is possible to see currently selected type for a user on his or her detailed view, on Account Settings tab. How to access it: Personal Account Settings.
Assign a User to a Project with Observer (Viewer) role
Procedure
- Open your Project details page, go to the People tab. Add the user there and select the
Observer Role for this user:
- You may alternatively do the same in the Projects & Teams tab on the User detailed
view:
- Repeat steps 1 or 2 for each Project / Team and each Person you would like to grant the
limited access to. Now the person has limited access to Projects and Teams he or she is assigned to.