How to enforce (turn ON) Project Security

When you create a new Project, by default the internal Project security restrictions are OFF. In other words, all Project Team Members are free to edit any records within that Project until you “Turn Project Security ON”. Once you turn ON Project security, you need to grant Roles to Team Members otherwise they will not be able to perform any editing functions on the Project. i.e. their access will become “read-only”.

This article describes the steps for turning ON Project security.

NOTE: Users who are not Team Members in a Project can NEVER access Project data whether the Project security is turned ON or NOT.

• TopTeam Administrators
• TopTeam Users

Creating Security and Workflow Roles
Assigning Roles to Project Team Members

Revised: September 10th, 2016