Partner admin
- get access to all projects their company is added to
Tasks
| Permissive | Moderate | Restricted | |
| View tasks | Shared + private✔️ | Shared✔️ | Only assigned to a partner company admin: will see all the assigned tasks for their company (placeholder/partner user) collaborator - will see all the assigned tasks for their company |
| Create tasks | Yes - Shared + private✔️ | Yes - Shared✔️ | No |
| Delete tasks | Yes ✔️ | Yes✔️ | No |
| Add a task to phase | Yes✔️ | No | No |
Edit Tasks (Based on which tasks are accessible)
| Permissive | Moderate | Restricted | |
| Edit task name | Yes | Yes | No |
| Assign tasks to | Vendors + partners + customers (anyone who is a team member in the project + not in a project people from their own company) | Vendors + partners + customers (anyone who is a team member in the project + not in a project people from their own company) | Vendors + partners + customers (anyone who is a team member in the project + not in a project people from their own company) |
| Resolve placeholders | - Partner admin can only to partner team | - Partner admin can only to partner team | No |
| Set / Edit start | Yes | Yes | Yes |
| Set / Edit due date | Yes | Yes | Yes |
| Edit task status | Yes | Yes | Yes |
| Follow a task | Yes | Yes | Yes |
| Add / Remove follower | Vendors + partners + customers | Vendors + partners + customers | Vendors + partners + customers |
| View Description | Yes | Yes | Yes |
| Edit Description | Yes | Yes | Yes |
| View private note | Yes | No | No |
| Edit private note | Yes | No | No |
| View / download attachment | Yes | Yes | Yes |
| Add attachments | Yes | Yes | Yes |
| Delete attachments | Yes | Yes | Yes |
| View subtasks | Yes | Yes | Yes |
| Add subtasks | Yes | Yes | No |
| Delete subtasks | Yes | Yes | No |
| View dependencies | Yes | Yes - if access to dependant task | Yes - if access to dependant task |
| Add dependencies | Yes | Yes - if access to dependant task | Yes - if access to dependant task |
| Delete dependancies | Yes | Yes | No |
| View task fields | Yes - shared and private | Yes - shared | Yes - shared |
| Edit task fields | Yes - shared and private | Yes - shared | Yes - shared |
| View time entry settings | Yes - if time tracking is enabled for the partner company | Yes - if time tracking is enabled for the partner company | Yes - if time tracking is enabled for the partner company |
| Edit time entry settings | Yes - if time tracking is enabled for the partner company | Yes - if time tracking is enabled for the partner company | Yes - if time tracking is enabled for the partner company |
| View audit logs | Yes - shared and private | Yes - shared | Yes - shared |
| Convert to task -> milestone | No | No | No |
| Convert to milestone -> task | No | No | No |
| View CSAT responses | Yes | No | No |
| Mark at risk | Yes | Yes | Yes |
| Request approvals | Yes | Yes | Yes |
| Assign approvals to | Yes - vendors + customers+ partners | Yes - vendors + partners + customer | Yes - vendors +partners +customers |
| Approve / Change req. for approvals | Yes - if assigned | Yes - if assigned | Yes - if assigned |
| Create a Jira issue | No | No | No |
| Link a Jira issue | No | No | No |
Conversations (Within accessible objects)
| Permissive | Moderate | Restricted | |
| View messages | Shared + private | Shared | Shared |
| Create messages | Shared + private | Shared | Shared |
| Reply to messages | Shared + private | Shared | Shared |
| React to messages | Shared + private | Shared | Shared |
| Edit messages | Yes - own messages | Yes - own messages | Yes - own messages |
| Delete messages | Yes - own messages | Yes - own messages | Yes - own messages |
| @mention people | Vendors + partners + customers | Vendors + partners + customers | Vendors + partners + customers |
| @mention tasks | Shared + private | Shared | Only assigned to partner company |
| @mention documents | Shared + private | Shared | Only assigned to partner company |