Can I customize permissions and access to projects?

Yes. Globality works with you to customize permissions to projects based on your internal organizational structure and workflows, driving compliance and increased confidentiality across teams.  

Access and visibility to projects will be based on pre-configured rules (i.e., who gets access to view and join a given project, who in Procurement gets automatically added to a given project) based on project attributes such as category, region, or business unit that the user is in. These rules can be configured for admin-level users (system admins, super admins, and procurement admins). 

For example, John Smith is a procurement admin user on Globality and manages the Marketing category in the UK. He will need visibility into all projects his team works on. John will have access to view and join all projects that are in the Marketing category AND that are in the UK (he will not be able to view other projects in other categories or regions unless invited by a colleague who is a member of those projects). He will also get automatically added as a team member to a project that requires procurement’s approval when users take certain actions (i.e., sharing the brief with providers, awarding the project).

To customize permissions and the projects users can access on Globality, please contact Globality Support.