Standard/Business Roles
Online Help > Standard/Business Roles
Can we assign a role so that a user can edit plan but not delete tasks?The Editor has full control over an mpp file. The Read-Only member can only open and read the file.
What are the permissions for each role?Please read this article: https://www.projectplan365.com/articles/standard-business-roles/ . How many business roles are there?Users assigned in a Standard or Business organization can have the following roles: Editor, Read-Only. Why I cannot share the MPP file? The Share functionality is available only for Editor team members. What is the difference between Free Read-Only and Read Only role?Once you install the application it comes in Free Read-Only role. The difference between these two roles is that with a Read-Only role you have an account on our website and you are part of a team. Also, a Read-Only account has access to files saved in My Projects – Drive 365. What is the difference between the Owner and an Editor in a team?The owner of the organization is the only team member that can Purchase or Renew Subscriptions. He is the only one that can change the Business Name. Can I save or export the project having the Read-Only role? You cannot save or export the project having the Read-Only role. When a Read-Only account access an Editor feature a message will appear: “This feature is available for Editors”.
Can I access a Business feature having the Standard Subscription? If you have a Standard Plan and you are not also the owner of the organization, once you click on a Business feature, the following message appears: “This feature is available in Business Plan”.
How do I change the role for a team member from Read-Only to Editor? To change the role for a team member from Read-Only to Editor, Sign In in our Project 365 Online Portal and in Team Members page change the role for the desired team member.Note:
1. By default, the owner of the organization has the Editor role. 2. If you already purchased a subscription, please know that you need to purchase a subscription for each Editor team member. 3. You can add as many read-only team members as you need for free.
Action | Read-Only | Editor | Owner |
On Online Portal | |||
View Account Info | |||
View Team Members | |||
Resource Leveling | |||
Schedule Reports |
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Manage Team Members | |||
View and Download Organization Projects | |||
Remove Business Projects | |||
Add/Remove resources from organization | |||
Change Business Name | |||
Create New Project | |||
Purchase Business Subscription | (from Team Members page) | ||
Renew Business Subscription | |||
Purchase Standard Subscription | (from Team Members page) | ||
Renew Standard Subscription | |||
On Project Plan 365 application | |||
View/Open the Files from Drive 365 | |||
Enter in Exclusive Mode |
| ||
Import/Export Team Members | |||
Share MPP files |
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Create Master project and subprojects | (Business Subscription) |
| |
Enter in Real-Time Collaboration | (Business Subscription) |
| |
Access Custom Views | (Business Subscription) |
| |
Access Burndown Report | (Business Subscription) |
| |
Access S-Curve Report | (Business Subscription) |
| |
Access Risk Management | (Business Subscription) |
| |
Export to My Calendar | (Business Subscription) |
| |
Task Notification | (Business Subscription) |
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Restrict Project Editing | (Business Subscription) |
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Save Password Protected MPP Files |
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Update Project |
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Update Tasks |
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Mark on Track |
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Fill in Grid |
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Visual Reports | (Business Subscription) |
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Related | Sign In to Project Plan 365 | Sign Up to Project Plan 365 | Start 30-Day Standard Trial | Start 30-Day Business Trial | Purchase Business Subscription |
Platform | Windows | Mac | iOS | Web | Android |
✔ | ✔ | ✔ | ✔ | ||
Product | Project Plan 365 | ||||
Article ID | 268 | ||||
Date | 4/10/2023 |