Can I control who sees different project information, for example clients or executives?
Yes, you can have very fine control over what people can see and do in Vertabase by using Access Levels. Think of Access Levels as groups of users who all have the same rights and privileges in the project management software. Any number of specific users can be assigned to a single user group (or Access Level). This makes it easy to control the privileges of groups of users. By editing the user group’s Access Level, you can change access privileges for many users at the same time. Create Access Levels by following the steps below. • Click Admin in the blue navigation bar. • Click the text link labeled Access Levels in the orange navigation bar. • Click Add in the orange navigation bar. • Provide a name for this access level using the Access Level Name field. • Optionally, you can provide a description in the Description field. • Determine the display order of this level by using the “Insert new access level after level” field. This controls the order in which Access Levels are display