How are user permissions managed in Steer?
Last Updated: June 27, 2024
Managing user permissions in Steer is important to ensure team members can have access to their tasks. Permissions can be managed in two ways, during the project creation and by editing project details. Here’s how you can do it:
During Project Creation
When creating a new project, fill in the necessary fields.
You’ll find a section on Permissions. For each user, select their appropriate permissions from the dropdown list.
Click on Create to proceed with the project creation. For the detailed process, you may refer to this link.
Edit an Existing Project
When there’s a need to update or edit the existing project details.
Navigate to the Projects portfolio and choose the project you want to edit.
Locate the Permissions section. Select the user you want to adjust their permission.
Once you have made the necessary changes, click the Update button to save the changes. For detailed instructions, you may refer to this link.
Project Creation
Managing Members and Permissions
Editing a Project
Need more help? Send us an email at cs@steerplatform.com, or send us a message on the chat widget.
Managing user permissions in Steer is important to ensure team members can have access to their tasks. Permissions can be managed in two ways, during the project creation and by editing project details. Here’s how you can do it:
During Project Creation
When creating a new project, fill in the necessary fields.
You’ll find a section on Permissions. For each user, select their appropriate permissions from the dropdown list.
Click on Create to proceed with the project creation. For the detailed process, you may refer to this link.
Edit an Existing Project
When there’s a need to update or edit the existing project details.
Navigate to the Projects portfolio and choose the project you want to edit.
Locate the Permissions section. Select the user you want to adjust their permission.
Once you have made the necessary changes, click the Update button to save the changes. For detailed instructions, you may refer to this link.
SEE ALSO:
Project Creation
Managing Members and Permissions
Editing a Project
Need more help? Send us an email at cs@steerplatform.com, or send us a message on the chat widget.
Updated on: 26/09/2024
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