Please note that if a Person has management permissions for a Client, then you cannot remove management permissions from Projects under that Client. Please follow the instructions below to remove management rights from the Client. You will then be able to set up management permissions for specific Projects.
In Time IQ, there are two ways to set up Project management permissions:
When Viewing A Person
When viewing a Person’s details, it’s possible to set management permissions for several Projects at once for that Person.
When Viewing A Project
When viewing a Project’s details, it’s possible to set management permissions for several People at once for that Project.
Set Project Management Permissions When Viewing Person
1: View Details For Person
2: Click On The Input for Project Management Permissions
3: Select Projects
Check the Projects that the Person should be able to manage. Individual Projects or entire Clients can be assigned using this drop down. You can also click “All” to let the Person manage all Projects or “None” to remove management permissions from all Projects.
4: Automatic Management Permissions
By setting ‘Automatically Manages New Projects’ to “Yes”, the Person will automatically get management rights to Projects when new Projects are set up. Setting the option to “No” means you will have to manually set up management permissions for the Person when new Projects are added.
Set Project Management Permissions When Viewing Project
1: View Details For Project
2: Click On The Input For Management Permissions
3: Select People
By typing in the People search bar, you can narrow down the items in the list.