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.