Administrative Project Access

Administrative access to a project is controlled by the Admin Access select field, found on the Details tab of a project. The Admin Access of a project determines whether non-related administrators will see the project, project actions, files, discussions, and time logs from the top-level list views. The options for the project Admin Access are explained as:

Project Admin Access
  • All
    All administrators with wbTeamPro access will have full access to view and edit the project assets.
  • Manager Only
    Only the Managing administrator for the project, or the project actions, can view and edit the project assets.
  • Manager & Assigned
    Both the Managing and Assigned administrators for the project can view and edit the project assets.

Access Heirarchy

Permissions in the wbTeamPro system are an amalgamation of WHMCS and wbTeamPro permissions. WHMCS Administrator Roles are the anchor, limiting overall access to the system, followed by the Project Access, Manager, and Assignee relationships.

  • System Access

    • Super Administrators have total control.
    • Administrators have access limited to the configuration of the system and projects.
  • Project Access

    • Administrators will have project access when the Admin Access value is set to:
      • All
      • Manager and who are set as the Manager
      • Manager & Assigned, who are the Manager, who are the Assigned, or if the project Assigned value is set to Any
  • Action Access

    • Administrators will have access to all actions if they meet any of the Project Access criteria.
    • Administrators will have access to actions that have been assigned to them, or if the action Assigned value is set to Any.
  • File Thread Access

    • Access to files is assigned on a thread level and can have either Hidden, View, or Modify access. File threads with Modify access can be appended by the Client (uploading new files), and those files added by the Client can be edited or deleted by the client.
    • Control of the File Thread Access is managed from the "Files" tab when editing a project.
  • Discussion Thread Access

    • Access to discussions is assigned on a thread level and can have either Hidden, View, or Modify access. Discussion threads with Modify access can be appended by the Client (adding new post), and those posts added by the Client can be edited or deleted by the client.
    • Control of the File Thread Access is managed from the "Files" tab when editing a project.