How to configure Project Security (TopTeam Web)

When you create a new project in TopTeam, by default the Project Security restrictions are OFF. In other words, all project Team Members are able to edit any record within that project until you “Turn Project Security ON”. Once you turn ON Project Security, you need to grant Roles to Team Members or else they will not be able to perform any editing functions on the project. i.e. their access will become “read-only”.

This article describes the steps for turning ON Project Security.

NOTE: Users who are not Team Members in a project can NEVER access project data whether the Project Security is turned ON or NOT.

Alternately, you can configure Project security using TopTeam Desktop App. For more information, refer to the article Configuring TopTeam Security step-by-step.

• TopTeam Project Admins
• TopTeam Users
• TopTeam Administrators

Prior to configuring Project Security, you may want to assign Roles to your Team Members and grant permissions to the assigned Roles. Refer to the articles Creating Workflow and Security Roles and Granting Privileges to Roles for more information.

NOTE: Team Members can perform only those actions which are granted to the Roles assigned to them.

How to enforce State Transition Rules on a Project (TopTeam Web)

Revised: December 5th, 2018