Project Portfolio & Resource Management
Invite people and manage visibility
Assign workspace roles, department membership and project access deliberately.
Steps to follow
- 1
Invite a teammate with the appropriate role and department responsibilities. They must accept the invitation to use the assigned access.
- 2
People and invitation entries start collapsed. Expand an entry with the mouse or keyboard to see details and controls.
- 3
Use visibility controls and view-access requests to grant the right access. Billing permission does not automatically grant project management or document access. Existing broad approvers count as Managers.
- 4
Contributors may revise permitted project documents and comment. Contributors can add authorized task notes; task-status updates are not currently available to Contributors.