Project presentation. Plans and features Number of projects. Multi-Company. Storage. Managers and Settings. Other key pages.

In plans Free, Start and Plus, you can have internal projects or similat client projects. Per projects settings allow you to do the following:

• Administrators are then the managers of those projects (Add and remove members, add or remove guests from a project)
• The settings for your applications are the same for each project.  you can define a Manager role for members of a single project (as compared to the Administrator role which is for all projects)

We understand that as the number of projects increase significantly within an account, more administration levels and more delegation are required. With a view to keeping the first two plans as simple as possible, only administrators are allowed to have higher level of management. For plans BEST and MAX, management features can be partially or totally delegated to members of a project, with the Manager role.

• You can assign the manager role to one or more project members. This person is then fully empowered to add members or client companies.

• You can decide what privilege you want to associate with the Manager role.

• Managers can for each and every project change the application settings by managing authorisations differently for each project.

For example 

1. In the Tasks application, enable or disable the use of attached files or the use of task types.
2. In the Files application, enable or disable the Dropbox feature, or the files download history. 

Example of assigned rights 

• In the Tasks application, who can create or delete task lists ?
• In the Files application who can upload or delete Files ?

We understand that as the number of projects increase significantly within an account, more administration levels and more delegation are required. With a view to keeping the first two plans as simple as possible, only administrators are allowed to have higher level of management. For plans BEST and MAX, management features can be partially or totally delegated to members of a project, with the Manager role. 

Use case example: You want to allow your IT group to be autonomous in managing a project of their own, there are two ways to achieve that:

• You define one user of the IT group as an administrator. This person is then fully empowered to create projects, companies or add members.

  The trouble with this scenario is that this person can access all the projects in the account. Please note that as an administrator this user can see the content of a project only if he or she is a member of that project. If the user is a member of a project, his or her name will appear on the right of the project overview page.

• You create the required projects for the IT group and create manager roles for some members of the project.

  In this scenario there is one benefit for you which is that you do not have to be a member of the project and you can delegate the necessary permissions to Managers. You still need to create the projects. This has the added benefit of allowing you to control your total number of active projects within the account.

In plans Best & Max, you can as an administrator choose between the following:

1. Assign Manager roles to one or more members of a project. (see also Project Settings)

   • Once the Manager is defined you can choose which privilege to associate with the Manager role using the Roles & Privileges app:

     • Can they add or remove companies from the project or can they create new companies?
     • Can they add or remove users from the project. Or can they create new users?
     • Can they customize application features for the project?

The Manager role is assigned using for a project using the Project List app in the Settings section

1. For each project an administrator or a manager (if they have the necessary permissions) can fine tune features and customize user rights for a project

   • For example: you can decide who can add or edit folders in Files

     • Managers only
     • All members of your company present in the project
     • All members

   • Use case: If, for a given project, you do not want members to use due dates in your project, you can choose to disable this feature for that particular project