Organization Settings - Permissions

Default permission settings on Mosaic for each access level

Click to View Video Tutorial

Permission Settings give you greater control over what each member can and can’t do within Mosaic.

All Organization Members - includes members of all access levels (Admins, Financial Managers, Workload Managers & Team Members)

Project Managers - Members assigned specifically as Project Managers on a Project or Portfolio Level

Portfolio Managers - Members assigned specifically as Portfolio Managers on the Portfolio Level

Administrator-Only Permissions:

Learn more about each access level

Permissions - Members

Members will have different capabilities depending on their access level in Mosaic. Use the permissions to control what access is available to members.

Click on the link to view a video walkthrough

How to update a member's access level?

  • Click on their current access level

  • Select the desired access level

  • Select if they View Only or Can Edit

  • Select the permission for Viewing and Editing

How to archive members?

  • Click on the access level listed for the member you wish to archive. Select the access level of “Archive Member” to archive the member on Mosaic.

Permissions - Org Access

  • Allows you to make access adjustments to your admin settings, timesheets, work plans, profile, portfolios, reports and dashboards.

Permissions - Project Access

  • Allows you to make access adjustments to who has access to certain features on a project level

How to edit permissions?

Click "Edit" on the top right of the page

Items in each section will become expandable. Expand the the row to see options and edit it.

Click save on the top right once all edits are done

Default Permission Settings

Organization and Timesheets Permissions

Timesheet and Work Plans Permissions

  • View Timesheets on Member Profile - Allow to see Timesheets on Members' Profile

  • Edit any Org Member's Timesheet - Allow to view, edit and update Members' Timesheets

  • Approve Timesheets - Allow to approve and reject Timesheets

  • Create Personal Work Plans - Allow to create Personal Work Plans from Home or Member Profile

  • Edit Personal Work Plans created by others - Allow to edit Personal Work Plans from Home or Member Profile created by others

Profile and Portfolios Permissions

Reports Permissions

Allow certain access levels to see and access reports

Dashboards Permissions

Project Permissions

  • Set Project Managers - Allow to assign Project Managers on the Projects

  • Create New Projects - Allow to create new Project

  • Archive Projects - Allow to archive a Project

  • Edit Projects - Allow to edit Project information in info tab, such as Office, Region, Currency

  • Add/Remove members from projects - Allow to add or remove members

  • Edit Comments - Allow to edit comments on Tasks or Work Plans

  • Delete Comments - Allow to delete comments on Tasks or Work Plans

  • Delete Tasks - Allow to delete Tasks

  • Add/Remove Columns on Projects - Allow to modify columns on Project Tasks tab

  • Change the Color of Projects - Allow to change Project color

  • Edit Phase/Subphases/Milestone Dates - Allow to edit dates of Phases, Subphases, Milestones and Work Categories

  • View Budgets By Cost Rate - Allow to view budgets in Cost Rate


For further information regarding access levels and the associated settings, please refer to the permission guide section.

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