Project Roles and Permissions

Introduction

MilestonePlanner keeps "who sees what" simple. The principles are clear responsibility and ownership, and being open by default. This page describes the four roles and how they are set. It also shows how they apply to items in a plan.

The four roles

Roles are set for each plan. The people bar at the top of each plan page lists the team members. Each one has one of four roles:

• Owner: full access to everything in the plan, including deleting the plan.
• Full: can view and update everything in the plan, including adding team members and inviting them.
• View: can see everything in the plan, and can update their own milestones, actions and workstreams.
• None: cannot see the plan. They can still work on items assigned to them.

Setting a role

Hover over a person in the people bar to open their card. Under access, choose full, view or none. You need Owner or Full access to the plan to do this. Someone you add to a plan has Full access until you change it.

You cannot change your own role.

Ownership and accountability

Each plan has one owner, to keep accountability clear. We recommend Full access for every member of the team. Then everyone can help keep the plan accurate.

A full history of changes is kept. In the Professional Edition you can also undo a change.

How permissions cascade

Permissions pass down through a plan. Suppose someone has View access to a plan but owns a workstream, milestone or action. They have full access to that item and to what is inside it, so they can manage it.