Teamwork Project Manager

What is the "Project Administrator" permission type?

The Project Administrator permission type allows you to set a person that is not an overall administrator as an administrator on a per project level.

There are times where you may need to make a person an administrator only on a specific project without letting them change installation settings or other project settings.

Project Specific Administrators can:

• Grant permissions to users on a project
• Delete or Edit messages created by other project members
• Delete or Edit time logs created by other project members
• Delete or Edit tasks created or assigned to other project members
• Add new users to the project
• Change project settings such as:
  • Active / inactive status
  • Project Announcement
  • Project Description
  • Project Logo
  • Project Start Tab

What does "Make this private" mean?

Most items in Teamwork Project Manager can be set to "Private"

This means that you can have items (such as Tasks, Milestones, Messages etc) private to individuals in your company only. This is useful for example when you need to discuss invoicing details of a project and do not want the client company users to see it.

How do permissions work with tasks?

The permissions for tasks works in an Owner/Creator fashion.

If a person has the permission to Add/Edit Tasks on a project:

• They can mark tasks assigned to them as complete
• They can edit tasks assigned to them
• They can delete tasks they created
• They can add tasks and assign them to other people
• They can edit tasks they created and assigned to other people
• They can not mark complete tasks assigned to other people
• They can not edit tasks assigned to other people
• They can not delete tasks assigned to other people

Project Administrators / Global Administrators

• These users can Add / Edit / Delete / Complete all tasks in the specific project

How do I add client companies?

In Teamwork Project Manager, there are 2 distinct types of companies.

• The owner company that you are part of
• Any other company which is a Client Company.

To add a Client Company, click on the Settings link in the top right and choose "People"

On the right of the proceeding screen, you can click on "Add a new company" and then add some people to it.

When you add a project or edit a project, you can assign that project to the client company. This groups the project by the client company.

You can add any members of your client company to any project and set their permissions so you can collaborate on that project with them.

Is there a limit to the number of users I can have?

No. We do not limit the amount of users added to your installation or added to a project.

You can have as many users or companies on a project or added to your installation.

What can Administrators do?

Any person can be marked an Administrator.

Owner Company Administrators

There is a difference in the types of administrator. People marked Administrator and part of the owner company can do absolutely anything and see all projects in your installation.

Client Company Administrators

People marked as Administrator and not part of the owner company (part of a client company) can only see projects they are members of.

They can create projects and can view/edit your other client companies and people. They can not edit Administrator accounts in the Owner company.

Generally you would not make people outside the owner company Administrators.

How do I move a user from one company to another?

Administrators of the owner company can move users from one company to another by:

• Click Settings
• Click People
• Click the Company the user is currently in
• Click "Edit" on the User Card.
• Change the Company field to the new company
• Click the "Update details" button

How do I import users?

You can import a batch of users by exporting files from other programs and uploading them to Teamwork. We support importing CSV files from Outlook, Outlook Express, Yahoo! Mail, Hotmail, Eudora, GMail and some other application that use similar formats.

We also support the vCard (.vcf) file format.

To use the import wizard, administrators can click the "Import Users..." link at the bottom of the "People" page to see the following:

Choose the file you want to upload and you will see the following:

Select the users you want to import and click the "Import" button - you will be prompted to provide and missing required data such the user's name, company or email address.

All the users will be listed in TeamworkPM now. Note that they will not have been sent a welcome email and will not be able to login until you assigned each user am initial password.

When importing users, the user names and data look incorrect - how to I fix this?

If the user names and data look wrong during the import preview, it is probably because you have uploaded a file in the wrong encoding. TeamworkPM expects your files to be in Unicode format (UTF-8) so uploaded files that are in another encoding such as Cryillic will not be interpreted correctly.

Fortunately it is relatively easy to change the coding of a file if you encounter this problem.

1. Cancel your current "Import Users" form if you haven't done so already.
2. Open your file (.csv or .vcf) in an editor like notepad++ (or another text editor)
3. Change the file encoding to UTF-8.
   
4. Save the file.
5. Start the Import Users wizard again but use this new file - all user names should import correctly.

What does the permission "Can add projects" allow?

This permission allows you to mark some users with the ability to create projects without having to make them Administrators.

• Any projects they create are assigned to the company that user is a member of
• People with this permission are made a Project Administrator in any projects they create

What does the permission "Can manage people" allow?

This permission allows you to give any user permission to manage People & Companies without having to make them an Administrator.

People with this permission can view/edit all people and companies in your Teamwork account so be careful assigning this permission.

People with this permission can not modify Administrator accounts in the owner company.

What does the permission "Give automatic access to all future projects" do?

When a user is assigned the permission "Give automatic access to all future projects", they are automatically added to all future projects according to the following:

• If the user is a member of the owner company, they are added to all projects added to your Teamwork account
• If the user is not a member of the owner company, they are only automatically added to new projects that are assigned to their company.
  
  Note: They are not automatically added to projects assigned to other companies.

How do I remove somebody from a project?

To remove somebody from a project, simply go to the "People" tab of the project and uncheck the Access Allowed checkbox beside their name.

You need to be a project administrator.

How do I delete a user?

To completely delete a user from TeamworkPM, go to the People and Companies section.

Then click the account and choose "Delete account".