Access Control

  Overview The main Access Groups page is where you can create new, edit existing, or delete unneeded Access Groups. There are several default Ac...

  Overview The Access Group Details page is where you arrive after creating a new Access Group; it's also where you go to edit an existing Access...

  NOTE If Organizations is enabled for your account, the All projects checkbox is replaced with All projects accessible to their organization. ...

  This access group set allows you to control what members can see and how they interact with projects without joining them. Guest Access This se...

  This access group set allows you to control who can access Kantata OX's real-time Analytics reports. View Analytics Reports This section allows...

  Overview This access group set allows you to control who can create, update, and view an exchange table; it also allows you to control who can ...

This Access Group set allows you to control who can view and manage Insights dynamic dashboards and reports. NOTE Permissions in this Insights Acc...

  This access group set allows you to control which non-administrative members can submit time for others, or only submit their time. Time Tracki...

  This access group set allows you to control which members can edit any account member's profiles or only edit their profile. Users This section ...

  Overview This access group set allows you to control how users can interact with account settings for account roles, rate cards, and groups. Ra...

Note: This access group set is only available when Kantata AI is activated on the account. This access group set allows you to control which non-A...

  This access group set allows you to control how users can interact with project accounting, including importing, exporting, and removing project...

  This access group set allows you to control which non-Account-Administrator users can see and manage Pulse in projects. Pulse Access View an...

  Overview This access group set allows you to control which members can create, view, and associate Groups to a project. Groups allow you to coll...

  Overview window.availablePlans = ["Premier"]; This access group set allows you to control how members interact with external members and ext...

  Warning: If your account members have been invited to participate on an external project as an External Project Participant or if you have invi...

  Overview This access group set allows you to control which members can view or edit Shared Views in Kantata OX. Shared Views in Task Tracker Th...

  How to Create a New Access Group Hover over Settings in the left navigation and select Access Groups. On the Access Groups page, click the Crea...

    Overview At times, you may want to create an access group that is similar to an existing access group with only a few differences. Instead of c...

  NOTE Changes to Access Groups settings, including the addition and removal of account members, are not currently recorded in the Audit Log. Ho...

  Overview The Access Group Members page allows you to add or remove members from corresponding custom access groups. If members were previously...

  NOTE Changes to Access Groups settings, including the addition and removal of account members, are not currently recorded in the Audit Log. H...