PM Permission Types and Project Access Levels

Project Manager Permission Types

In TMS, there are two permission types for the Project Manager (PM) role:

1. Full PM
2. Vendor PM

The differences between a Full PM and a Vendor PM are:

• The Vendor PM permission type may only be granted to users who are "guests" within your community (i.e. belong to an organization different than your own).
• Full PMs may be granted any of the three project access levels detailed below, whereas Vendor PMs may only be granted Project Owner access or Guest Shared User access.
• Vendor PMs have reduced access to certain project management features (e.g. unable to add projects or view/edit workflows).
• Vendor PMs have restricted data visibility when using certain project management features (e.g. Teams, Contacts, Reports).

For a full list of PM permission type differences, see the table below.

Project Access Levels

Projects have three levels of user access:

1. Project Owners - have full and unrestricted access to all aspects of that project.
2. Shared Users - have reduced access to project management features within that project (e.g. unable to mark the project complete, view TM stats, edit project settings).
3. Guest Shared Users - have both reduced access to features within the project, as well as restricted data visibility (e.g. unable to view documents and targets not assigned to their organization).

For a full list of project access level restrictions, see the table below.

Restrictions for Vendor PMs and Shared Users on Projects

Note: None of the restrictions described below affect users with the Community Admin user role.