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How do I set access permissions in an organization?

What is an access permission in an organization? Who can set permissions? Where can I set access permissions? Why access permissions?

Meltem Akarsu avatar
Written by Meltem Akarsu
Updated this week

In this article you will learn:

1. What is access permission?

Access to organizations is controlled via permission roles. These define the access and editing rights of the user. When you create an organization you are automatically its admin.

Note: Only an organization Admin is allowed to grant or change access permissions to organization members.

There are three organization permission roles in Allex:

1. Admin

  • Has all permissions in an organization.

  • Can customize all organization settings (e.g., adding, editing, or removing members, changing their access permissions, and creating custom fields).

  • Has admin access rights on all projects and team boards of the organization.

2. Portfolio Admin

  • A Portfolio Admin has all the permissions of a Member, plus:

    • Project admin rights for all projects in the organization.

    • Access to Simulation Mode at the organization level.

3. Member

  • Can view all projects and team boards of the organization.

  • Has editing permissions to projects and team boards they’ve created or are invited to.

2. Where and how to set access permission roles

  • Navigate to your organization

  • Click on the tab Members

  • Click on the drop-down list with the permission roles and choose the desired role

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