Can I secure access to a project?

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

A project need not be relevant to everyone. Therefore, within Yuki, it is possible to define access per project so that only a specific group of users (regardless of their role) can view and/or change the contents (documents, transactions, email, tasks, appointments, etc.) of the project.

The user who creates a project automatically becomes the manager of that project. Only the manager of a project can change the details of a project and thus determine which users have access to the project.

The access level of a project overrides the access level of all items that occur within the project.

A project can have the following access levels:

• All users (users within the domain)
• All employees
• Management
• Manager and members (ability to grant access to a selection of users).

A user with the role ‘Management’ role has access to all projects (including those with the access level ‘Manager and members’) and can view and/or change the content of a project (assign documents).

To view or change a project's access level, hover your mouse over the Projects icon in the navigation bar, then click on Active projects, My projects, All projects or Recently viewed, and in the now-opened screen, click on > in front of the project in question.

You can find a project's security settings in an opened project on the Details tab under Access.

For a detailed description of project security, see article Access levels of project.