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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
Let project members edit tasks safely
Use Member for task delivery while hiding project revenue and expenses.
What you'll achieve
Grant and verify Member access on one project.
You'll end up with: Priya Sharma can update Riverside Apartments tasks without seeing project financials.
Before you start
Member is the delivery level
Member hides Revenue and Expenses, sets Tasks to Edit, and sets Resources and Time to View. It is suited to someone shaping and completing project work without responsibility for fees, costs, or staffing decisions.
Hidden money stays absent from the item panel. Monument does not replace a protected amount with zero, because zero would be a false financial fact.
Verify delivery access
- 1
Save Contributor for Priya Sharma.
- 2
Open Riverside Apartments Members, add Priya Sharma, and choose Member.
- 3
Start Preview and open Riverside Apartments from Schedule.
- 4
Confirm Revenue and Expenses are absent while the project editing control remains available.
A redacted financial field is absent or an em dash. If a protected total appears as zero, treat that as incorrect rather than interpreting it as a real project result.
Troubleshooting
- The project itself is missing. Confirm Priya Sharma has a manual row on Members.
- Financial cards appear. Check whether the row was set to Manager or Owner.
- Resource changes are unavailable. Member has Resources View, not Edit.
Where this fits next
Return to how permissions work for the complete built-in matrix and project grant provenance order.