Permissions
Who can do what?
Clients on the Clientside can only:
- Reply to emails sent from the Clientside.
Clients added to projects can:
- See everything that is marked "The client can see this..."
- Post comments, messages, events, and to-dos, upload files like regular/team users
- Clients can see the lined-up projects they are involved in, but they can't add/remove/change start/end dates
- Similar to regular/team users, Client Users can also:
- Edit, move, copy, archive, put in trash, bookmark, and view the change log for message board posts
- Edit, move, copy, add a group, archive, put in trash, bookmark, and view the change log for to-do lists
- Edit, move, copy, archive, put in trash, bookmark, and view the change log for to-do items
- Edit, move, copy, archive, put in trash, bookmark, and view the change log for automatic check-ins
- Edit, move, copy, archive, put in trash, bookmark, view change log for documents and files
- Move, copy, download, rename, archive, put in trash, bookmark and view the change log for a folder
- Move, copy, archive, put in trash, bookmark, view change log for email forwards
- Restore any project items trashed
- Participate in ping conversations with team members and other clients on their projects
- Click to view archived projects that they were a part of
- What's different for Client Users:
- They don't see any badges or borders indicating who is a client
- They don't see flags calling out items that are visible to clients
- They don't see Hill Charts
- They can't create new projects
- They can't invite people into projects
- They can't remove people from projects
- They can't edit a project's name or description
- They can't modify the Tools in a project
- They can't archive or trash a project
- They can't see templates
- They can't empty any project items in the trash
- They can't publicly share any project items.
- They don't see the HQ or the Teams section of the Home screen
- They can't be made Admins on the account
Everyone added as a non-client user can:
- Create a new Project or Team
- Change who's on a Project or Team (i.e., add and remove other users and clients)
- Update their participation type
- Archive, trash, and restore Projects and Teams
- Archive, trash, restore, and share items within a Project or Team
- Permanently delete items they created
- See everyone and everything in all Projects, Teams, and Company HQ they're a part of
- Close comments/boosts on a post they authored
Account Administrators can also:
- Remove someone from your account
- Change which Projects or Teams someone can see, including archived projects they have access to
- Move someone between companies/organizations
- Rename a company/organization
- Add/remove other administrators
- Delete comments made by anyone else
- Delete someone else's Campfire chat lines
- Permanently delete items created by anyone else
- Set up what is shown on the Home screen
- Merge people
- Close comments/boosts on any thread
Account Owners can do all that and:
- Handle billing & invoice changes
- See everyone on the account
- Add/remove other account owners
- Rename the account
- Put posted comments in the trash
- View everything in the trash
- Add themselves to any Project or Team on the account
- Export account data
- Cancel the account
Admins and account owners can be a part of any company/organization on the account.