Observer User Type. View-only Access to All Projects | Targetprocess - Visual management software

Observer User Type. View-only Access to All Projects

Observer is a helpful user account type for users doing cross-project collaboration. With this type you're now able to configure globally if users can view all projects which they aren't a part of.

Observers are one of the user types in Targetprocess. Other possible types include User, Contributor, and Administrator. More on this: User Types.

The Observer user type has view-only access to all public Projects and Teams in the systems (as opposed to the Contributor user type, who has edit-access access to all public Projects and Teams, and regular Users, who have access only to Projects and Teams they are members of).

Observer setting immediately provides a user with view-only access to all public Projects in the system. To provide a limited access to selected Projects only, we recommend to introduce Observer Role instead.

Make a User an Observer

Administrators can make others Observers one by one. For this purpose they edit user type from the Account Settings tab of a user's details view.

Observer option

Access to Data

If an Observer user is not a project member, then the view-only permissions are applied. If he is a project member, then her Project Role permissions are applied.

Access to Views

Observer setting does not influence access to Views. When a View is shared with Project or Team members only, then it is hidden for Contributors who are not members of the Project or the Team.

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