Access Control

  Overview The main Access Groups page is where you can create new, edit existing, or delete unneeded access groups. There are several default acc...

  Overview The Access Group Details page is where you arrive after creating a new access group; it's also where you go to edit an existing access ...

  NOTE If Organizations is enabled for your account, the All projects checkbox is replaced with All projects accessible to their organization. O...

  This access group set allows you to control what members can see and how they interact with projects without joining them. Guest Access This se...

  This access group set allows you to control who can access Kantata OX's real-time Analytics reports. View Analytics Reports This section allows...

  NOTE Members of the Account Administrators Access Group do not have Foreign Exchange access by default. They must be added to a group with Fore...

This access group set allows you to control who can view and manage Insights dynamic dashboards and reports.   TIP To enable dynamic dashboards f...

  This access group set allows you to control which non-administrative members can submit time for others, or only submit their time. Time Tracki...

  This access group set allows you to control which members can edit any account member's profiles or only edit their profile. Users This section ...

  This access group set allows you to control how users can interact with account settings for roles, rate cards, and project groups. Account Set...

  This access group set allows you to control how users can interact with project accounting, including creating, editing, and viewing project acc...

  This access group set allows you to control which members can create, view, and associate Groups to a project. Groups allow you to collect proje...

  Overview window.availablePlans = ["Premier"]; This access group set allows you to control how members interact with external members and ext...

  Note: If any of your account members have been invited to participate on external project(s) as External Project Participants, they will no long...

  Overview This access group set allows you to control which members can view or edit Shared Views in Kantata OX. Shared Views in Task Tracker Th...

  How to Create A New Access Group Hover over Settings in the left-hand nav bar and select Access Groups. On the Access Groups page, click the Cr...

    Overview At times, you may want to create an access group that is similar to an existing access group with only a few differences. Instead of c...

  NOTE Changes to Access Groups settings, including the addition and removal of account members, are not currently recorded in the Audit Log. Ho...

  NOTE You can only add or remove members from an Account Default access group in the Member Details side panel. How to Manage Access Group Mem...

  NOTE Changes to Access Groups settings, including the addition and removal of account members, are not currently recorded in the Audit Log. Ho...