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- Control access to business finances
- Control access to rates
- Control who can create projects
- Control project administration
- Control staff and team management
- Control expenses and claims
- Control report definition editing
- Control access to contacts
- Give full project control with Owner
- Manage project work without changing money
- Let project members edit tasks safely
- Share a project safely with Viewer
- Let a team lead coordinate shared work
- Share teammate profiles without management access
- Keep team members focused on their own work
Control who can create projects
Allow selected staff to start new root projects without treating creation as authority over existing work.
What you'll achieve
Set and verify whether a person can create new root projects.
You'll end up with: Priya Sharma has Project Manager access and can start a new root project.
Before you start
Creation is a narrow capability
Create projects has only Hidden and Edit. Edit allows a person to start a new root project. It does not grant authority over every existing project. A human creator becomes the new project's Owner as part of creation, but that ownership applies to the project they created.
Project row visibility still comes from all-project visibility, assignments, ownership, rules, allocations, and manual grants.
Compare the creation action
- 1
Save Viewer for Priya Sharma and start Preview.
- 2
Open Projects and confirm New Project is absent.
- 3
Stop Preview, save Project Manager, and preview again.
- 4
Open Projects and confirm New Project is visible.
Create projects grants no authority over an existing project. Project administration is the separate account capability for firm-wide Tasks, Resources, and Time administration.
Troubleshooting
- Projects is visible but New Project is not. Reachability is universal for active members. The create action still requires Create projects Edit.
- A creator cannot edit another project. Check their project grant or Project administration.
- A newly created project has an Owner. Monument assigns the human creator as Owner in the creation transaction.
Where this fits next
Continue with Project administration to control existing work, or learn the actual creation flow in create a project.