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:
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 |
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View Account Info |
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View Team Members |
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Resource Leveling |
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Schedule Reports |
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Manage Team Members |
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View and Download Organization Projects |
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Remove Business Projects |
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Add/Remove resources from organization |
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Change Business Name |
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Create New Project |
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Purchase Business Subscription |
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Renew Business Subscription |
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Purchase Standard Subscription |
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Renew Standard Subscription |
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On Project Plan 365 application |
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View/Open the Files from Drive 365 |
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Enter in Exclusive Mode |
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Import/Export Team Members |
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Share MPP files |
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Create Master project and subprojects |
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Enter in Real-Time Collaboration |
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Access Custom Views |
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Access Burndown Report |
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Access S-Curve Report |
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Access Risk Management |
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Export to My Calendar |
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Task Notification |
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Restrict Project Editing |
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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 |
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My Tasks |
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