Plan Settings
Plan settings allow admin and managers to configure default settings for all plans, as well as specific settings per plan.
Settings Per Plan
Within each Plan, both Plan Managers and Administrators possess the authority to:
- Control Member Access: Determine who can view, edit, or create tasks within the plan.
- Manage Access: Grant specific permission levels to all project members.
- Schedule Members: This option is pertinent only for connected plans and allows permission assignment to all scheduled members.
To tailor permissions, simply click Add member. From there, you can select any company, role, or individual member and designate the desired permission levels.
Plan Permissions
Permission level capabilities are detailed in the following table:
| Permission Level | Viewer | Editor (own task edit) | Creator (full edit) | Manager |
|---|---|---|---|---|
| In few words | Only viewing | Full functionality for owned tasks | Full functionality without setting permissions | Full functionality, including setting permissions |
| View all Tasks |  |
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| Create tasks |  |
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| Create tasks assigned to himself | |
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| Delete all tasks | |
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| Delete own tasks | |
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| Delete plan | |
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| Pull schedule activities | |
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| Edit all tasks | |
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| Edit Assigned Tasks | |
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| Add handoff only to assigned task | |
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| Remove handoff only to assigned task | |
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| Trigger snowball | |
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| Trigger summary task updates | |
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| Grant permissions | |
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| Change access level | |
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