Intervals features project level permissions. This means, any team member that has access to a project can see the tasks, project notes, and documents for that project.
Administrators by default have access to all projects, but manager level users, resources, and executives need to be given access to each project. With non-administrator level users, if they do not have access to a project they do not know it exists and cannot see it. This can be done in two ways:
1. Edit Project Team Permissions
2. Edit “Project Access” on the user’s profile page
When editing permissions, there are two check boxes for each project:
- The first is for project access, which essentially is a Yes/No value for giving them access to the project.
- The second depends on the first check box being checked. It gives access to the Secure Project Notes of the specific project.
If you grant this person access to the project they will have access to project notes by default but not to private notes. Think of it as public vs. private notes and as an added layer of protection for sensitive information. These notes are encrypted at the database for added security.