Managing Team Permissions & Access
How to configure Collaborator permissions, review who has access to your project, and maintain security best practices.
Overview
As the project Owner, you're responsible for managing who can access your project and what they can do. This guide covers how to configure permissions and keep your project secure.
Configuring Collaborator Permissions
When creating a Collaborator invite, you'll see a permissions panel where you can toggle access for each feature area:
| Feature Area | Read | Write | What It Controls |
|---|---|---|---|
| Budget | View line items and totals | Add/edit budget items | Financial planning data |
| Schedule | View tasks and calendar | Create/update tasks | Project timeline |
| Vendors | View vendor list | Add/edit vendors | Contractor information |
| Expenses | View expense log | Log new expenses | Payment tracking |
| Draws | View draw requests | Create/submit draws | Bank draw process |
| Allowances | View selections | Make/update selections | Product choices |
| Documents | View files | Upload files | Project files |
> **TIP:** Start with **read-only** access and upgrade to write access later if needed. It's easier to grant more access than to realize someone changed data they shouldn't have.
Security Best Practices
Review access regularly
Use descriptive labels
Be selective with write access
Understand the Banker role
Viewing the Activity Log
Every action taken by team members is recorded in the **Activity Log**. You can see:
- Who made changes and when
- What was added, edited, or deleted
- Budget modifications and expense entries
This gives you a complete audit trail of all project activity.
> **WARNING:** Activity logs cannot be edited or deleted. All actions are permanently recorded for accountability.