Project permissions – visibility and security

Setting Up and Managing Campaigns

You’ll see there are 4 options when you create or edit a project.

1. Open to all

Open for anyone to join. Users who click the “Join Project” button will immediately gain access. 

2. Team members apply

Your project will be publicly viewable to anyone viewing the URL of your project page. However in order to join the project team a user will need to click “Apply to join”.

The Project Owner will receive a notification that the user wishes to join and can accept or reject the application, with the user notified automatically of the outcome. Requires an active Task subscription.

Note – you can also send them an invite link.

3. Team members are invited

Your project will be publicly viewable to anyone viewing the URL of your project page. However users cannot join the project unless they are specifically invited by the Project Owner. Requires an active Task subscription.

4. Private project, invite only

Your project will be NOT be publicly viewable – only team members of the project can view it, and they are on a strict invite only basis.

Typically you will want this setting for any internal business usage where you do not want to share data publicly. Requires an active Task subscription.