Partner only have access to the projects to which their company is added to. Once a partner company is removed from a project, they loose access to the said project.
Types of partners
- Permissive - have access to all public and private resources in a project
- Moderate - have access to all public ( and no private) resources
- Restricted - have access to only the resources assigned to them
Partner User permissions
- Partner admins - can see all projects to which their company is added
- Partner collaborator - can see only the projects they are invited to.
Projects
| Permissive | Moderate | Restricted | |
| Create project | No✔️ | No✔️ | No✔️ |
| View overview | Yes✔️ | Yes✔️ | NO |
| View project info | Yes✔️ | Yes✔️ | Yes✔️ |
| View project default fields (Name, start date, due date, status, etc) | Yes (private & shared) | Yes (Shared) | Yes |
| Edit project default fields | Yes (private & shared) | No | No |
| View project custom fields | Yes (private & shared) | Shared | No |
| Edit project custom fields | Yes (private & shared) | Shared | No |
| View project hours | No | No | No |
| Edit project hours | No | No | No |
| View business goals | Yes | Yes | No |
| Edit business goals | Yes | Yes | No |
| View project settings | No | No | No |
| View project visibility | No | No | No |
| Edit project visibility | No | No | No |
| View vendor team members | Yes✔️ | Yes✔️ | Yes✔️ |
| Invite vendor team members | No✔️ | No✔️ | |
| Remove vendor team members | No | No | |
| View partner team members | Yes✔️ | Yes✔️ | Yes✔️ |
| Invite partner team members | Yes✔️ | Yes✔️ | Yes✔️ |
| Remove partner team members | Yes | Yes | Yes |
| View customer team members | Yes✔️ | Yes✔️ | Yes✔️ |
| Invite customer team members | No✔️ | No✔️ | |
| Remove customer team members | No | No | |
| View Project Plan | Yes | Yes | Yes |
| View Spaces | Yes - Private + shared | Yes - Shared | Yes - Shared |
| View Chat | Invited chat channels - Private + shared | Invited chat channels - Shared | Invited chat channels - Shared |
| View List | Yes | Yes | Yes |
| View Board | Yes | Yes | Yes |
| View Status Updates | Private + shared | Shared | No? |
| View Form responses | Private + shared | Shared | Assigned to them |
| View All Files | Private + shared | Shared | Files from assigned tasks |
Project Plan
| Permissive | Moderate | Restricted | |
| View Phases | Private + shared | Shared | Only tasks assigned to them |
| Edit Phases | Yes | No | No |
| Create a new Phase | Yes | No | No |
| Delete a Phase | Yes | No | No |
| View tasks | Private + shared | Shared | Only assigned to them |
| Edit tasks | Private + shared | Shared | Only assigned to them |
| Add a task to phase | Yes - private + shared | No | No |
| Delete a task from phase | Yes | Yes | No |
| Export project plan | Yes - Private + Shared content | Yes - Shared content | Yes - Only assigned to them |
Spaces
| Permissive | Moderate | Restricted | |
| View spaces | Private + shared | Shared | Followed by you. (No) |
| Create spaces | Private + shared | Shared | No |
| Edit spaces | Private + shared | Shared | No |
| Delete spaces | Private + shared | Shared | No |
| View documents | Private + shared | Shared | Followed by you. (No) |
| Create documents | Private + shared | Shared | No |
| Edit documents | Private + shared | Shared | Followed by you. (No) |
| Delete documents | Private + shared | Shared | No |
| Create a message on accessible document | Shared + private | Shared | Shared (No) |
| View a message on accessible document | Shared + private | Shared | Shared (No) |
| Edit a message on accessible document | Yes - own messages | Yes - own messages | Yes - own messages |
| Delete a message on accessible document | Yes - own messages | Yes - own messages | Yes - own messages |
| React to message on accessible document | Shared + private | Shared | Shared |
| Reply to message on accessible document | Shared + private | Shared | Shared |
| Create a comment on accessible document | Shared + private | Shared | Shared |
| View a comment on accessible document | Shared + private | Shared | Shared |
| Edit a comment on accessible document | Yes - own comment | Yes - own comment | Yes - own comment |
| Delete a comment on accessible document | Yes - own comment | Yes - own comment | Yes - own comment |
| Resolve a comment on accessible document | Shared + private | Shared | Shared |
| Reply to comment on accessible document | Shared + private | Shared | Shared |
| Freeze an accessible document | Shared + private | Shared | No |
| Unfreeze an accessible document | Shared + private | Shared | No |
| View approvals on accessible documents | Shared + private | Shared | Shared |
| Create a approval :white_check_mark | Shared + private | Shared | Shared |
| Approve/Change Req. a approval | Assigned approvals | Assigned approvals | Assigned approvals |
| Delete a approval | Own approval | Own approval | Own approval |
| Be tagged in approval | Shared + private | Shared | Shared |
| Assign approvals to Vendors | Yes | Yes | Yes |
| Assign approvals to Customers | Yes | Yes | Yes |
| Export to PDF | Yes | Yes | Yes |
| Create document task Same as create task | Same as create task | ||
CHAT
| Permissive | Moderate | Restricted | |
| Create a new conversation | Shared + private conversations | Shared conversations | No |
| View and access conversations | Shared + private conversations | Shared conversations | Invited conversations (S) |
List
Status Update
| Permissive | Moderate | Restricted | |
| View status updates | Private + Shared | Shared | No (followed by you) |
| Create a status update | Yes (Private + Shared | Shared | No |
| Publish a status update | Yes (Private + Shared) | Shared | No |
| Delete a status update | Yes (Private + Shared) | Shared | No |
| Send published status update to ccs | Yes (Private + Shared) | Shared | No |
All Files
| Permissive | Moderate | Restricted | |
| View files | Private + Shared | Shared | Assigned to you tasks' files |
| Upload a file | Private + Shared | Shared | Can upload on task, not on files page. |
| Delete a file | Private + Shared | Shared | Assigned to you tasks' files |
| Export Files | Private + Shared | Shared | Assigned to you tasks' files |