Visibilities & authorizations
General information on visibility
Access types for teams
Visibility / authorization check
Visibilities by content type
Troubleshooting with visibility
Visibilities can be used to control and customize users' access to elements (folders, documents, tasks, journal entries, meetings, etc.).
The visibility of users on elements is controlled by the following properties:
Overarching role as project administrator, project coordinator or user (see Roles) and the role in the respective element
The approval of an element via the user's team assignment (see Team assignment)
The shield icon can be used to display the visibility of the teams for selected elements.
The visibility for selected teams can be set with the corresponding rights.
Restrict rights, authorization, access, write rights, view rights, visibility
The teams can either have full access or restricted access.
Full access means that new tasks & topics as well as journal entries are visible to this team by default (unless the visibility of the respective item is manually restricted when it is created).
Restricted access means that new tasks & topics are not visible to this team by default.
These access types have no effect on existing elements or folders & documents.
You can find more information about the team settings in the following article: Teams
To control which teams have access to which elements, there is a filter by visibility.
This filter is available under the documents, tasks, topics & in the journal.
The filter by visibility is only available for project administrators.
If the filter is activated, only the folders, documents, tasks & topics to which the selected teams have access are displayed.
The person icon can be used to check which users have which visibility of the element.
Customize visibility, Customize permissions, Control visibility, Control permissions, Customize write permissions, Customize view permissions
Visibilities on folders & documents
Visibilities on tasks & topics
Visibilities on journal entries
Visibilities on meetings & protocols
Visibilities on controls & inspections
Visibilities on contacts & users
Visibilities on the home page & personal settings
Visibilities on the project information & settings
Information on visibility on folders & documents can be found in the following article: Visibilities on folders & documents
Information on visibility on tasks & topics can be found in the following article: Visibilities on tasks & topics
Information on visibility on journal entries can be found in the following article: Visibilities on journal entries
Information on visibility on meetings & protocols can be found in the following article: Visibilities on meetings & protocols
You can find information on visibility on controls & inspections in the following article: Visibilities on controls & inspections
You can find information on visibility on contacts & users in the following article: Visibilities on contacts & users
You can find information on visibility on the home & personal settings in the following article: Home & Personal settings
You can find information on visibility of project information & settings in the following article: Visibilities on the project information & settings
If the following troubleshooting does not lead to success, you are welcome to contact support.
No access
If a link is opened for which there is no access, the following error message is displayed.
The content can only be accessed if the corresponding viewing rights have been granted for the element.
Access types for teams
Visibility / authorization check
Visibilities by content type
Troubleshooting with visibility
General information on visibility
Visibilities can be used to control and customize users' access to elements (folders, documents, tasks, journal entries, meetings, etc.).
The visibility of users on elements is controlled by the following properties:
Overarching role as project administrator, project coordinator or user (see Roles) and the role in the respective element
The approval of an element via the user's team assignment (see Team assignment)
The shield icon can be used to display the visibility of the teams for selected elements.
The visibility for selected teams can be set with the corresponding rights.
Restrict rights, authorization, access, write rights, view rights, visibility
Access types for teams
The teams can either have full access or restricted access.
Full access means that new tasks & topics as well as journal entries are visible to this team by default (unless the visibility of the respective item is manually restricted when it is created).
Restricted access means that new tasks & topics are not visible to this team by default.
These access types have no effect on existing elements or folders & documents.
You can find more information about the team settings in the following article: Teams
Visibility / authorization check
To control which teams have access to which elements, there is a filter by visibility.
This filter is available under the documents, tasks, topics & in the journal.
The filter by visibility is only available for project administrators.
If the filter is activated, only the folders, documents, tasks & topics to which the selected teams have access are displayed.
The person icon can be used to check which users have which visibility of the element.
Customize visibility, Customize permissions, Control visibility, Control permissions, Customize write permissions, Customize view permissions
Visibilities by content type
Visibilities on folders & documents
Visibilities on tasks & topics
Visibilities on journal entries
Visibilities on meetings & protocols
Visibilities on controls & inspections
Visibilities on contacts & users
Visibilities on the home page & personal settings
Visibilities on the project information & settings
Visibilities on folders & documents
Information on visibility on folders & documents can be found in the following article: Visibilities on folders & documents
Visibilities on tasks & topics
Information on visibility on tasks & topics can be found in the following article: Visibilities on tasks & topics
Visibilities on journal entries
Information on visibility on journal entries can be found in the following article: Visibilities on journal entries
Visibilities on meetings & protocols
Information on visibility on meetings & protocols can be found in the following article: Visibilities on meetings & protocols
Visibilities on controls & inspections
You can find information on visibility on controls & inspections in the following article: Visibilities on controls & inspections
Visibilities on contacts & users
You can find information on visibility on contacts & users in the following article: Visibilities on contacts & users
Visibilities on the home & personal settings
You can find information on visibility on the home & personal settings in the following article: Home & Personal settings
Visibilities on the project information & settings
You can find information on visibility of project information & settings in the following article: Visibilities on the project information & settings
Troubleshooting for visibility
If the following troubleshooting does not lead to success, you are welcome to contact support.
No access
If a link is opened for which there is no access, the following error message is displayed.
The content can only be accessed if the corresponding viewing rights have been granted for the element.
Updated on: 18/02/2025