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1.1. User Permissions

Since projects can be linked to other documents in many different ways, there are a host of varied privileges which might impact a user's ability to interact with project-related functionality. However, there are only two CRM module privileges specifically related to projects:

MaintainProjects

Allows users to create and edit projects.

ViewProjects

Allows users to view projects.

To assign privileges to an xTuple system user, follow this path: System > Maintain Users.

List Users

Once you open a user record, navigate to the Privileges tab and identify the module where the privileges you want to assign are located. You can assign and also remove user privileges in this way.