Team members: How to best utilize the permissions
Friday, December 26th, 2008An entrepreneur who has just got on to DeskAway pinged me the other day and asked me a rather rudimentary question “How do I add people into my Project?” So here is how:
If you are the Account Owner or Super User, you can ADD / MODIFY / DELETE teammates from the TEAM tab on DA.
Here is where you’ll find the Team option
Under the TEAM tab, there is an option to Add Team Member. Here you can add a new team members to your account.
While adding a team member, you can define the User Type for each member. User Type defines the extent of permissions / rights / access that user will have in the DA account. There are 3 user types:
Limited User: You can add people you are collaborating with, who are from outside your company as Limited Users. Limited Users can also be those who are working on specific parts of a particular project. Say, a team member of a UI design team or the free lance designer.
Regular User: Team leads, people who have a coordination role to play in a particular project, those who need to manage a small team or a particular project - all these guys can get Regular User access. Like the Team Lead of a UI design team. He can not only monitor the UI team, but can also add tasks / assign tasks, create events, share his thoughts on the project via the blog to motivate the team, etc.
Super User: A Super User can do all the things the other two users can do and more. This user can create and manage projects by adding milestones, tasks, etc.; assign people to the projects, manage and monitor the team mate’s progress within the project. An Account Owner / another Super User can give this user permission to add other users to the account and modify the account settings on DeskAway. However, these two permissions should be given to team members who are high up in the responsibility chart of the organization. Managers and CXOs in an organization are ideal people to be assigned permissions of Super Users. Team mates who are owners of a particular project, who are required to analyze data and progress of a set of projects, etc.
At MVP, the partners have Super User access. Each company we work with has a Project in their name and only team mates of that particular company has access to their project on MVP, as Regular Users. Anyone outside of that company, who is a part timer, free lancer, consultant - all these guys are Limited Users. I have added all the various entrepreneurs I work with as team mates to my MVP account, globally. This makes it easy for me to add specific users to specific projects.
Adding users to specific projects:
Within a project, there is another Team option; from here you can manage team member access to that particular project. Here all the members that are a part of the account are listed and you can give them permission to access that particular project by changing the permission button from Red to Green. Only an Account Owner or a Super User with permission can add users to specific projects.
As an Account Owner on DeskAway, assigning permissions to users is a great responsibility. Think about the level of involvement of the person you are adding into the account and assign them permissions accordingly.
