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