🌟Introducing Viewer Role!

Insight without Oversight: Introducing VisiLean’s Viewer Role.

🚀 Exciting News from VisiLean! We're thrilled to introduce the new Viewer Role, a game-changing feature designed to transform how stakeholders interact with your projects. This innovative "View Only" role allows specific users—like clients and stakeholders—to access project data securely without the ability to alter it.

🔍 Why This Matters: The Viewer Role is essential for maintaining project integrity while providing transparency. It ensures that all project information remains untouched, yet fully visible to those who need insight without direct involvement in the daily operations.

🛠️ How It Works: Adding a user to this role is seamless. Whether you're setting up a new team member from the admin panel or adjusting roles within project settings, the process is intuitive and straightforward. Simply select the "View Only" checkbox in the user's project settings modal, and they’re set.

🎯 For Whom? This role is perfect for anyone requiring informational access without editing capabilities. It's ideal for clients who wish to monitor progress or stakeholders reviewing project milestones.

💡 Benefits: Adopting the Viewer Role enhances project security and reduces the risk of errors, ensuring that data integrity is never compromised. It also streamlines communication by reducing unnecessary back-and-forth, as users can directly see real-time updates and project developments.

Embrace a clearer, more secure way to share your project data with VisiLean’s Viewer Role because when it comes to project management, visibility shouldn't compromise security!

Web-First Role: The Viewer role is optimised for web application use—ensure that "Only Mobile Access" is unchecked to enable full functionality on desktop platforms.

Non-Editable Access: The Viewer role provides read-only access; it does not allow any editing, deletion, or alteration of project data in any form.

Role Assignment: To activate the Viewer role for a user, select the Viewer option from the role drop-down menu within the user project settings or admin panel.

Check out these videos ->

Last updated

Was this helpful?