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Permission Setup for Project Managers
Tina Chan avatar
Written by Tina Chan
Updated over a month ago

Here are some common permission settings for Project Manager in an organization:

Can only add Placeholders, No right to add any person to their projects

If the Project Manager is:

  • Responsible for managing the project details of their projects (set up the roles, budget, phases and milestones)

  • Has the right to only add placeholders to represent demand for resources

  • Do NOT have the right to directly add any named people to their projects

User Permission Setup:

  • User Type - Manager

  • Manage Projects - On

  • Manage People - Off (meaning they can they can only view people in Runn, but not editing their details or adding them to projects)

  • Project Access

    • Select Restricted

    • Add the list of Managed Projects

    • Make sure the checkbox "can assign all People..." is unticked


Can only assign their team members to their projects

If the Project Manager is:

  • Managing their own team's projects and people

  • Has the right to add only their team members to their projects

  • Do not have the right to edit other team's projects

  • Do not have the right to allocate other team's people to their projects

User Permission Setup:

  • User Type - Manager

  • Manage Projects - On

  • Manage People - On

  • People Access

    • Select Restricted

    • Add the list of Managed People

    • You can bulk add multiple people by adding their email addresses, comma-separated. E.g. "alex@runn.io, annie@runn.io" and press Enter

    • The email address must have been added as Person Details to the Person
      ​

  • Project Access

    • Select Restricted

    • Add the list of Managed Projects

      • Make sure the checkbox "can assign all People..." is unticked

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