Check who can see what

Managers and the owner get an eye button in the project header, next to the help button. It opens Team access, with two tabs. Crew and viewers don’t see it, even if their Team & access area is set to Edit.

View as

Use it to check what a person will really see before you send them in.

1. Pick who

   On the View as tab, search for someone on the team by name, job or department. Or pick a Tiers or Production roles preset under Or a role preset, to try a setup nobody holds yet.

2. Look around

   The project redraws with their access. Tabs they can’t open leave the tab bar. Tabs they can only view lose their buttons for adding, editing and deleting. The preview stays on as you move between tabs.

3. Fix what you see

   Edit their access opens the same dialog as the Access button on the Team tab. Save it and the preview updates.

4. Stop

   Press Stop viewing as in the dialog, or Stop on the amber strip above the tab. Reloading the page also ends it.

The amber strip names who you are viewing as and what this tab is to them, like Edit or View. Change reopens the dialog. The eye shows their name while the preview is on.

A few limits:

1. Nothing changes for them. You keep your own access, and anything you do is done as you.
2. A tab they can open but you can’t shows a note instead of its contents.
3. Things tied to one person, like their own deal memo, are not drawn.

Access log

The Access log tab lists every change to who can see and change what on the project, newest first. It starts from where each person began. Each line gives the date, who did it and what moved, with the old and new level of each area.

1. Pick a Person to see only their changes.
2. Press Show older changes to go further back.

The database writes the log, not the app. Nobody can edit or delete a line, you included.

What View access looks like

An area set to View shows its data and hides every control that changes it, on every tab. Opening a tab as a viewer saves nothing.