What you need to know
Who has access lists the people added to one project, one by one. A person added here can see that project and be put on its tasks, even with no role in the department. Department managers and company administrators are not listed: they reach every project of their department through their own role.
How to get here
On Workflow Projects, select People on the project's row. On a project's page, select People at the top right. Back to the list returns to Workflow Projects; this page has no button back to the project's page, so use your browser's Back to return there.
What is on this screen
The line under Who has access counts the people added, and reminds you that managers and administrators are not listed.
A manager also sees, above the list, Give access to, the May override box and Give access, and a Remove button on each row.
What you can do here
- Give someone access to a project
- Remove someone's access: select Remove on their row, then Remove access. Select Keep access to change nothing.
Before you do this
Removing access takes the person off this project at once: they can no longer open it, and nobody can put them on its tasks. You can give access again later, and the record keeps both changes.Who can do what here
A department manager or a company administrator gives and removes access. Everyone who can open the page sees the list, including a person who was added to this project only. Everyone added here is added as a contributor on this one project.
May override means the person “Can move work past a rule that would refuse it.” For example, they can move a task before the task it waits for is done. They give the reason, and WarpCore keeps it with the move. Tick it only for someone you trust to do that. See Who can see and do what.
Things to know
- A person added to one project only sees My Tasks, My Route and Help under WorkFlow PM. They do not see Workflow Projects. They reach the work from My Tasks, once they are on a task, or from the project's link.
- The person list offers every active staff member with an account, except those who already have access. When nobody is left, it says Nobody left to add.
- A manager who gives themselves access here keeps it only while they keep their role. When someone removes that role, Workflow removes this access too, unless another role still lets them give access to this project. Access they gave to other people stays. See Who can see and do what.