Manage Access to a Project
When you create a project you become the project's administrator, and it's up to you who will have access to that project and at what level.
Access to a project is provided on the membership basis, by adding a user to a Role that has a predefined set of permissions.
Each project comes with the following predefined Roles:
Project Admin — intended for project participants that should be allowed to manage access and configure project modules as well as contribute to the project.
Project Member — intended for project participants that contribute to the project on regular basis and are included in the Project Team.
Project Collaborator — intended for project participants that occasionally contribute to the project but are not considered part of the team. Collaborators have the same default permissions as project members but are not included in the Project Team.
Organization Member — defines what permissions the rest of Space users have in the project.
Automation Service — intended for automation services that access the project repositories.
Project Team is a collective name for all your project members, i.e. participants with the Project Member role. When you add a person to the Project Team, he or she becomes a Project Member.
You can assemble a Project Team either by picking individual members or by adding a team that already exists in the organization.
A Project Team assembled from individual members and therefore confined to the project can be extracted to the organizational level to become a part of your organization team directory.
The predefined Roles are configured to allow only Project Members, Project Admins, and Project Collaborators to contribute to the project, access its internal features, and modify data. However, you can edit these Roles or create a new one with a different variety of project access permissions. (Custom Roles available starting with Organization plan.)
Add members to the project
Assemble a new Project Team by adding individual members
Click Add members.
Start typing the person's name into the text field or choose it from the drop-down list:
Repeat for each additional member and click Assemble when done:
All project members will be listed on the Team tab:
Add an existing team to the project
Click Add team.
Start typing the team's name into the text field or choose it from the drop-down list:
Click Add.
Members of the existing team will also become your project members and will be listed on the Team tab:
Add new members to the Project Team
Navigate to the project.
On the project sidebar menu, choose People.
On the Teams tab, click Add member and start typing the person's name into the text field or choose it from the drop-down list:
Add a collaborator to the project
Navigate to the project.
On the project sidebar menu, choose People.
Go to the Collaborators tab.
Click Add a team or a member and start typing the name into the text field or choose it from the drop-down list:
Add an administrator to the project
Navigate to the project.
On the project sidebar menu, choose People.
Go to the Administrators tab.
Click Add a team or a member and start typing the name into the text field or choose it from the drop-down list:
Revoke access rights
You can revoke access permissions provided by a Role from any member, administrator or collaborator by removing a person from a corresponding list that denotes the Role.
Team (Project Member)
Collaborators (Project Collaborator)
Administrators (Project Admin)
Navigate to the project.
On the project sidebar menu, choose People.
Choose a tab:
Team (Project Member)
Collaborators (Project Collaborator)
Administrators (Project Admin)
Delete a person from the list:
Extract a Project Team to organization
Let's say you've created a project and assembled a new team within that project. Now you want your team to have a common calendar so the members can collaborate more efficiently: instantly see who's absent, schedule meetings, receive notifications about teammates' activities. To achieve that, you need to extract this team to the organization, that is make it part of the organization team directory.
Navigate to the project.
On the project sidebar menu, choose People.
Make sure each team member has a position. Click Set position, to assign one.
In the top right corner, click
and choose Extract to organization:
Give the team a name and choose a parent team for it (if you don't want your team to be a top level).
Click Extract.
Your Project Team will be included in your organization team directory.
Configure project permissions
The table below lists the default permissions for each Role.
If you find the default permission arrangement unsatisfactory, you can edit the Roles by adding or removing certain permissions from them. You can also create a new custom Role with a different permission set. (Custom Roles available starting with Organization plan.)
See what permissions are included with the default Roles in the Roles comparison table.
To edit Roles
Navigate to the project.
On the project sidebar menu, choose Settings.
On the Project Settings page, go to the Access tab.
The Access page will be displayed.
On the left pane, choose the Role that you want to edit and click Edit permissions:
Edit permissions for the selected Role using checkboxes:
Click Save when done.
Custom Roles in a project
You can create a new Role with a custom set of permission and assign it to project participants by adding them to the Role.
To create a custom Role
Navigate to the project.
On the project sidebar menu, choose Settings.
On the Project Settings page, go to the Access tab.
The Access page will be displayed.
Click New Role:
The new Role will be listed on the left pane under Custom Roles:
Optionally, edit the new role's name. Instead of a general "custom role" you can give it a more descriptive name depending on the permission set you're going to grant it, e.g. "Privileged Member".
Click Edit permissions and select the permissions that you want included in this Role:
Click Save when done.
To assign a custom Role to people (Add people to custom Role)
Navigate to the project.
On the project sidebar menu, choose Settings.
On the Project Settings page, go to the Access tab.
The Access page will be displayed.
Select the custom Role you want to assign.
Under Role members, add people or teams by selecting them from the drop-down list:
Guests in a project
Users registered in the organization as Guests can be added to your project, but you cannot assign them (add them to) another role nor modify the Guest role.
The default access gives Guest users only viewing rights within the project. If you want a Guest user to collaborate on the project (e.g. commit to a repository, edit documents, etc.), you can provide them with extra rights. Additional permissions can be granted to individual Guest users on one-by-one basis.
Add a guest to the project
Navigate to the project.
On the project sidebar menu, choose People.
Go to the Guests tab.
Click Add guests from other projects and start typing the name into the text field or choose it from the drop-down list:
Edit permissions for a guest
Navigate to the project.
On the project sidebar menu, choose People.
Go to the Guests tab.
All the project's guests are listed here.
Locate the Guest user which permissions you want to edit (grant or revoke) and click
next to that user.
Add or remove permissions using the checkboxes.
Click Save when done.
Default project roles comparison
Permission\Role | Project Admin | Project Member | Project Collaborator | Organization Member | Automation Service |
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Project (General) | |||||
View project details |
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Manage project permission scheme |
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Project Checklists | |||||
Manage checklists (Create and edit project checklists) |
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Project Issues | |||||
View issues |
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Manage issue settings |
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Update issues |
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Import issues |
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Restore issues |
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Create issues |
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Move issues |
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Manage tags |
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View spent time |
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Manage own spent time |
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Manage any spent time |
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Issue Comments | |||||
Post comments to issues |
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Add reactions to issue comments |
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View reactions to issue comments |
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Pin or unpin issue comments |
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View participants in issue comment threads |
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Add participants to issue comment threads |
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Project Boards | |||||
Create boards |
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Manage boards |
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Manage issue assignment |
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View boards |
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Project Responsibilities | |||||
View responsibilities |
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Update responsibilities (Assign responsibilities to project members) |
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Git Repositories | |||||
Read Git repositories (View repositories source) |
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Write Git repositories (Commit to repositories) |
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Manage Git repositories (Edit repository configuration) |
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Report external status checks (For external service authorized by a member with this permission) | |||||
Package Repositories | |||||
Create package repositories (Create new package repository) |
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Read package repositories (View repositories source) |
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Write package repositories (Commit to repositories) |
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Admin package repositories (Edit repository configuration) |
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Code Review | |||||
View code reviews |
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Create code reviews |
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Edit code reviews |
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Create suggested edit |
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Moderate suggestions |
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Code Review Comments | |||||
View code review comments |
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Post comments to code reviews |
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View code review channel participants |
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Add reactions to comments in code reviews |
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View reactions to comments in code reviews |
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Add participants to code review discussions and threads |
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Project Documents | |||||
Create folders |
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Create documents |
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View folder metadata |
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Post content for other members | |||||
View documents |
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Edit documents |
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Manage documents (move, rename) |
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Archive documents |
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Delete documents forever |
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Vault Connections | |||||
View Vault connections |
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Modify Vault connections |
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Delete Vault connections |
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Project Deployments | |||||
View deployments |
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Modify deployment targets |
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Modify deployments |
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Automation (Jobs) | |||||
View automation jobs |
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Start automation jobs |
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Stop automation jobs |
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Manage automation jobs |
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Project Parameters | |||||
View project parameters |
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Modify project parameters |
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Delete project parameters |
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Project Secrets | |||||
View keys of project secrets |
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Create project secrets |
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Delete project secrets |
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Update project secrets |
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Use project secrets |
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Dev environments | |||||
Create dev environments |
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View dev environments of all project members |
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Manage dev environments of all project members |
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Manage all dev environments | |||||
