Access levels of 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. 

At any time, the manager can set up another user as the manager which will prevent him or her from changing the details of the project.

The access level of a project overrides the access level of all items that occur within the project. This means that all users with access to a particular project can also view all content in this project regardless of the specific access level of the content. Thus, this also applies to documents labeled 'Private'. When these documents are added to a project, all users with access to this project can also view these documents.

Financial details

If a user has access to a project, that user (regardless of his or her role) can also view all financial data for that project. In this way, parts of the financial records can be made visible to a user without having access to the entire financial records.

A project can have the following levels of access:

• All users (users within the domain)
• All employees
• Management
• Manager and members (ability to grant access to a selection of users):
  • Only the selected manager can change the details of a project, delete the project, upload multiple documents in the project, create a task for the project, and fully insert (merge) the contents of a project into another existing project.
    
    ATTENTION!
    So the user who created the project is no longer (automatically) the manager and cannot perform all the above actions.
    
    
  • Projects with this access level are not shown in the list of projects for a user with the ‘Back office’ role and a user who is not a member.

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

A user with the ‘Back office’ role in the domain has access to all projects except those with the access level ‘Manager and members’ and can view and/or change the contents of a project (assign data).

NOTES:

• If the manager of a project is no longer a user, the details of a project can only be changed by a user with the ‘Management’ role in the domain.
• All projects automatically created in the administration in Yuki when importing payroll journal entries from Nmbrs® for each department (in Nmbrs®) can only be accessed by a user with a ‘Back office’ role in the domain or the ‘Management’ role.

To view or change the access level of a project, 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 respective project.

The security settings for a project can be found in an opened project on the Details tab under Access.