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Manage the permission matrix for your project

Configure which roles can perform specific actions across your project using the permission matrix.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the permission matrix​

Navigate to the permissions section of your project and open the permission matrix to see all available roles and actions laid out in a grid.

Open the permission matrix

Step 2: Review roles and actions​

Scan the matrix rows and columns to understand which roles are listed and which actions or resources each role can be granted access to.

Review roles and actions

Step 3: Adjust permissions in the matrix​

Click the relevant cells in the matrix to toggle permissions on or off for each role and action combination, updating access levels as required.

Adjust permissions in the matrix

Step 4: Check overall access configuration​

Review the updated matrix to ensure the combination of permissions matches your organisation’s policy and project needs.

Check overall access configuration

Last updated: 2026-09-01