Getting clients on boards - tips for setting permissions and roles

avatar Ilija Studen Staff Feb 22. 2010. 7:28 am #1
Please check out this article: Quick tip: Setting up the Client’s account in activeCollab for a couple of suggestions how to set up client access in your activeCollab. It also includes a list of permissions that you should not play with when setting up client accounts to avoid any information leaks.
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avatar Ilija Studen Staff Mar 2. 2010. 4:36 am #2
We've updated these suggestions and added some screenshots, so check them out.
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avatar info Pro Oct 9. 2010. 2:02 pm #3
Hello,
I need to setup 2 users (external freelance or supplier), 3 internal users (my company), 2 user (client)
I would like that during the project development some informations (messages, tickets, tasks, files) will be visible only to my internal users (my company) and not to the external freelance or suppliers. Other times I need to have content avaible for the customers but not for the external freelance or suppliers.

Is there any way to manage those requirements?

Thanks Alfredo
avatar Ivana Sabo Staff Oct 11. 2010. 5:21 am #4
Hello Alfredo,

Here's how you can set your user's up:
* external freelancer or supplier - set the Client Company Member system role for them, and when adding them to a specific project choose what part of the project they will be able to see by using Project Role (you can set predefined Project Roles in Admin > Roles > New Project Role, or in People section of the project when you're adding new user to that project)
* internal user - you can use Member System role for the users from your company. It will enable them to see private objects, add new projects, and manage assignment filters. When adding them to the project enable them to be able to see and access all he project objects you wish (tickets, checklists, files...). If you don't allow other uses to see or access this parts of your projects, with No Access permission in their project role, only members of your company will be able to use this sections of the project, and the others will not be aware that it even exists.
* customers - the best solution in this case, would be to enable your customers to see private objects. You can do this by setting this permission to Yes in their System Role. In this way they will be able to see some parts of your project that freelancers and suplires can't reach. But, be careful, you have to look after the things you're marking as private in that particular projects, because you don't wish to let your clients see some confidential in-house info. Also note, that if you make this setup, your clients will be able to see private objects only in the part of the projects that they can access (if for example, you mark discussions as No Access to your clients, they will not see any of the info from this section, no matter if they have a public or private visibility).

If you have more questions, let us know, we'll be here to help :)
avatar info Pro Oct 11. 2010. 10:27 am #5
Thanks Ivana for your quick reply,
but as I can see there is not a feaure when I create an items, such as discussion, ticket etc... to determine who can see it. That would give a lot of flexibility to the platform.

Just imagine that I want to send a message to a supplier who for a good reason he cannot access "private" content of my company, and that message should not be visible to my team members and of course to the my customer. How can I manage this with actual tools?

It would be enough to use the same system now used when you create a new discussion where you can select "who will be notified", but adding the possibility to "who can view it " and "who can modify it". that action should override other permission set in Admin > Roles > New Project Role or Client Company Member settings. In this way I could always create a communication with somebody using any tools (discussion, ticket, files etc.) and determine who can access and modify items at item level, not at the project level, avoiding changing the role permissions with the risks to open to users private content.

If you don't plan to develop this feature, do you have any suggestion how we can implement that feature so that it will compatible with active collab 3? thanks lot.

Alfredo
avatar Ivana Sabo Staff Oct 12. 2010. 6:41 am #6
Hi Alfredo,

Unfortunately, at the moment you can set permissions for different project objects only on a project level. Sorry, but this is how it works now.

We can't tell yet whether such feature will be included in activeCollab 3, because it is our company rule not to discuss any features, or functionality details until we have Beta version on the run. But, if you really need this feature, you are free to work on it and create something that will fit your needs completely.
avatar Ilija Studen Staff Nov 26. 2010. 1:06 pm #7
Moderation Note: Question on having people from more than one company in one project has been moved into a new topic.
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avatar soundinvestments07 Jan 25. 2012. 12:43 am #8
I was thinking of something along this line as well. I would like to know if their is a way to pretty much create a membership plan for user types

I would like to have communications with my internal team. Without members visibly seeing our projects or communication.

I would like "providers" to be able to invite their own "clients" to my activecollab as well. where as the only thing visible to them is what projects, task, and communication they have shared with each other. Providers can set permissions as to what their clients can do and see on there side.

I would like my team to be able to manage all communication sort of like how we have it set up right here.

Is this possible?
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avatar Ilija Studen Staff Jan 25. 2012. 7:21 am #9
That setup is probably in violation with activeCollab License Agreement. Please check my comment on the topic that your started here.
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