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Some features are not yet available to all customers. To participate in Tempo's Early Access Program and gain access to this feature, visit our TempoLab page. |
A project owner or person with the Editor role can share projects with others who need access to project information or who collaborate to manage the project.
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Ensure the person you want to share your project with can access Financial Manager.
General Project Access
Project visibility can be granted to all users with the Tempo Financial Project Manager Access permission or to specific individuals.
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The project is visible in the Project List to all users with the Tempo Financial Project Manager Access permission. Individuals can be granted the Editor role, which allows them to modify the project. All other users can only view the project. They can’t report on the project or see team member-specific information, such as cost rates or team member names.
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A project owner is generally the person who created the project and has full control of it. This is the only person who can change the project scope or delete the project. Only one person can be a project owner, but you can transfer ownership to another person.
Editor
An editor can modify the project. They can configure scope settings, share the project with others, update project rates, and view individual contributors. You can have multiple editors.
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A viewer can’t modify the project in any way, can’t group tasks, and can’t view team member information, such as rates or hours worked.
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Share Your Project with Others
Open a Financial Manager project.
Click Configuration at the top right.
Select Sharing on the left.
Begin typing in the search box to find the Jira users with whom you would like to share your project. You can add multiple users at a time.
Select the role you want to apply to them, and then click Add.
You are warned if the user does not have the Tempo Financial Project Manager Accesspermission.
You can change a person’s role by expanding the menu by their name and selecting a new role.
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