Projects

A project lives in an organization and contains lists. A project can only be added to or deleted from an organization by its creator.

How to...
Add a project to an organization
Change a project's settings
Delete a project

Project Members

A project's lists are only visible to users who have been added to the project as members. Project members can be added or removed at any time (See the actions list below).

How to...
Add member's to a project

Project Roles

Each project member has one of three roles :

Team member - some one involved in production;
Customer - the end consumer or a stakeholder in the project;
Observer - someone who is interested in the project but has no need to edit it

One team member is chosen as the chief team member and one customer is chosen as the chief customer.

Permissions are granted to project roles not to individuals so a user's role in a project determines what they can do to lists in that project.

A user can have different roles in different projects. For instance they might be a customer in one project; a team member in three projects and an observer in 2 others.

How to...
Change a member's project role

The Project Owner

The user who creates a project is its owner and can add lists to the project. The owner also has full read/edit/delete permissions for all the lists in the project.

Some actions are excluded from this general rule. For instance only the 'negotiators' can change the agreement flags in a requirements list.

How to...

Add a project to an organization
Change a project's settings
Delete a project
Change a member's project role
Add member's to a project