Assign Staffers to Security Groups

Grant Access to the Task Dashboard

  

You can give users access to the Task Dashboard so they can view all tasks. This article will show you how.

  1. Click My Company...User Rights from the picklist.

  2. Select a security group.


    NOTE: Users can normally only see the tasks that they’re assigned to.


  3. Turn on two user rights: View/Manage any Project and Act as Task/Activity Administrator.





    If a staffer doesn’t have the “View/manage any project” enabled, they should still see all of the tasks for their projects regardless of who’s assigned to them.


  4. Click Save to save your work.

Where to Go from Here:

Customizing User Rights Tutorial Video

Creating an Invoicing User Group

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