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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 the access level column.
Select the desired new access level from the available options. Next, choose whether the individual should have "View Only" permissions or "Can Edit" permissions. Finally, specify the scope of their viewing and editing permissions, such as limiting them to certain projects or granting broader access.

How to archive members?

Click the access level column.
Click Archive Member on the menu.
Click Archive Member on the confirmation modal.

Modify Multiple Members At Once

Click the checkbox on the right to select the Members to modify.
Options are available to modify the access levels of the selected members or archive them. It is also possible to select all members by clicking the "All" button or clear the selections by clicking "Clear."

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 Portfolio Permissions

Reports Permissions

Allow certain access levels to see and access reports

Dashboards Permissions

Project Permissions

Create New Projects - Allow to create new Project.
Archive Projects - Allow to archive a Project.
Delete Projects - Allow to delete a Project.
Edit Projects Info - Allow to edit Project information in the Info tab, including fields such as Office, Region, and Currency.
Add/Remove Members from Projects - Allow to add or remove members.
Set Project Managers - Allow to assign Project Managers on the Projects.
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 Tasks - Allow to modify columns on Project Tasks tab
Change the Color of Projects - Allow to change Project color.
Add/delete Phases/Milestones/Work Categories - Allow to add or remove Phases, Milestones and Work Categories from a Project.
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.