Permissions

[Transcript]

0:00 - 0:26

Permission settings give you greater control of what each member can do and

can't do within mosaic. First is the members tab. This section allows you to decide the access of each individual member. Each member will default as the lowest access level, which is a base member. To modify a member's access level, you can click to the right hand side of their current level. This will populate a drop down here, where you're able to decide which access level you'd like them to have.

0:26 - 0:57

A base member is the lowest level. They have access to all public projects and their home space so they can see their work plans, all of their tasks that have been assigned to them and so on. Next is a work planner they have access to everything a base member does, but this also includes access to the workload space and the planner space. They're able to build work plans, edit work plans, and so on, for themselves as well as others. You do have the option to give them an access level of either view only or edit.

0:57 - 1:39

Next is the budget manager. They have all of the access of a work planner, however they also have access to the budgets and the report space. Again you do have the option to assign them to view budgets or they can edit the budget space. Next is Administration access. This access level gives a member access to every space in Mosaic including the organization settings that we're currently in, as well as any reports that have to do with cost rate. For reference, if you do have an integration set up, so anybody that will be working with the integration would need admin access. and lastly you can archive a member.

1:39 - 2:00

Next you'll see a tab for org access. This is where you can make modifications to which roles have access to specific features in your Mosaic account. To edit any of the following, in the top right you can click edit. Expand on the topic you'd like to make changes on and from here you can make the modifications that you'd like.

2:00 - 2:25

Once you have your desired selections you can go ahead and in the top right click save. The next tab is project access. This is where you can make modifications to which roles have access to specific functionality within a project. Again, clicking in the top right you can go ahead and click edit. Expand down on the topic you'd like to make modifications on and click save once you're done.

[End]