Yes, Mataee allows you to precisely control which projects are accessible to each member of your team. This feature is particularly useful when managing multiple clients or confidential projects.
Default behavior
When a new member joins your team, they have access by default to all active projects. This behavior simplifies onboarding and works well for small teams where everyone works on the same assignments.
Restricting access to specific projects
If you want to limit a member's visibility, here's how to proceed:
- Go to the Team page.
- Click on the relevant member to access their profile.
- Navigate to the Manage projects section.
- Select only the projects this member should have access to.
Once the restriction is enabled, the member will only see the projects assigned to them in their time entry interface. Other projects will be invisible to them.
Common use cases
This feature addresses several needs:
- Client confidentiality: prevent a freelance collaborator from seeing other clients' projects.
- Department organization: in an agency, assign architects to the design department and quantity surveyors to the costing department.
- Temporary collaborators: limit an intern's or temp's access to only the projects they're working on.
Modifying assignments
Assignments are not fixed. You can add or remove projects for a given member at any time. Changes take effect immediately.
When a new project is created, it is not automatically added to members with restricted access. Remember to update their assignments if needed.
For optimal team management, combine project assignments with the appropriate roles for each collaborator.