You can control who can see and take action on your Projects through IAND's privacy features. These help you control visibility of information that is sensitive from a commercial or security perspective.
Privacy features are available at the Portfolio level and within individual Projects.
Controlling visibility and access to all Projects
You can set your portfolio so all Projects are 'private' by default. This means that only Level A users and Project Team members have access to the full details on a Project:
- Level A users have access to the full Project Index and details pages of all Projects.
- Level B users have access to the full Project Index and details pages of any Projects where they are on the Project Team.
- Level C & D users only have access to "My Projects" on the Project Index (i.e. the Projects where they are on the Project Team).
Ask your Super User to understand more about the setup of your portfolio.
Note: Private Projects have a padlock icon next to them to show they are private.
Example of the Project Index with Level A access.
Example of the Projects Index with Level C & D access.
Controlling visibility and access to a Project
Individual Projects can be made private once imported to IAND via your Finance export.
Note: The IAND import process automatically adds Project Managers named in your finance system to Projects within IAND. If you cannot see Projects that you are working on, ask your project colleagues or your Super User to be added to the Project Team.
Marking a Project as Private
To mark a Project as private, click into the Project from the Project Index to visit the details page and click the 'Change to private' button under the 'Access level: Open' section.
Marking a Project as Open
To mark a Project as Open, click into the Project from the Project Index to visit the details page and click 'Change to open' under the 'Access level: Private' section.