I want to set up that specific users can see only specific projects, how can I do that?

Let's do that in 3 steps! 💪

1️⃣ Create attributes

  • Go to the Projects list, select the Show categorized attributes option and click Manage
  • Add a new category and define attributes that will reflect sets of projects that you want to create

2️⃣ Assign attributes to projects

  • Create a new project using Advanced mode
  • At the very bottom of the form find and assign attributes to the project

3️⃣ Create team with specific attributes and people

  • In the Users module, go to the Teams management tab and create a Team
  • In the form, select attributes and assign people to this team. Thanks to that, people in this team will be able to see the projects with chosen attributes only.

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Important!

In order to narrow down view of specific projects to particular teams, keep in mind that:

  • every project must be assigned with at least one category from each existing attribute
  • if you created several attributes, please remember to add one more "fake" category in every attribute (you can name it "x") - you should choose this additional category in every attribute the project shouldn't belong to:

  • you can also create a single attribute with several categories, which doesn't require use of a "fake" category
  • it's not possible to use attributes in any configuration other than Advanced project.