We’ve listened to your concerns about controlling access to data, especially for multi-agency organisations undertaking sensitive change programmes and projects.
To give you greater control over who sees what, you can now manage the default permissions for your project and control what your project and wider Insight team can see.
Whether that is restricting access to Stakeholder information, or only allowing 'read only' access to your impacts, it’s simple and can be achieved in just a few clicks.
As before; to add a new user into the system, you have to first add them as a user in the masterdata. See the help article Setting up and managing user permissions for a step-by-step guide on how to do this.
There are still three overarching permission levels when you add a user; they are as follows:
Owner - Can access all information as well as invite and remove users
Contributor – Can edit and create only
Reader – View only (everything except private projects and programs)
Where they now differ is on a Project level; if you select MANAGE PROJECT, you will now see a new tab on the left-hand navigation titled Permissions. If you select this tab, you will now be able to set up different permission levels on an overarching permission level basis or on an individual user basis.
Project Team
The first tab within Project Permissions is the Project Team section; here you can add in new team members and set up their individual permission levels.
NOTE: The difference between 'General Permissions' and 'Project Team' is that you have to be added as a project team member to show as someone working on this project and to be able to be assigned to different pieces of data within the project. 'General Permissions' gives access to the project but doesn't mean that the user is working on the project.
In order to add a new team member to the Project:
Select + ADD MEMBER
Search for the user you wish to add (this will be returned based on the users in the master data)
Select the user you wish to add
Select their overarching permission level for the Project
Select which access permissions this user should have (click on each slider that this user should be able to access)
Select Add
This user will then be able to access the Project and the different areas that they have been given access to.
General Permissions
The second tab within Permissions is the General Permissions tab. This gives you access to both the overarching default permission level access for this project as well as individual user access levels.
NOTE: Individual user access levels will trump default overarching permission access levels.
In order to give a user access to the project, follow these steps:
Select + ADD INDIVIDUAL USER
Search for the user you wish to add (this will be returned based on the users in the master data)
Select the user you wish to add
Select their overarching permission level for the Project
Select which access permissions this user should have (click on each slider that this user should be able to access)
Select Add
This user will then be able to access the Project and the different areas that they have been given access to but will not show as a Team member.
You can also quickly edit individual user access levels by clicking on the sliders. This will then update and restrict or grant access to each area selected for that user.
There are also filters available to enable quick access to the data you need. This can be filtered by:
User - Individual user added to the Project
Permission level - Overarching permission level assigned to users within the Project.
As with the Project Team tab, you are able to quick edit from the list as well as apply filters.