New Sharing Options on Projects
In September 2024, we began transitioning from the "Project Members" logic, where users could join any public project in Productive on their own.
This functionality is being replaced with new project-sharing options, that align more closely with the sharing mechanisms used for budgets, Docs, and dashboards.
As part of this update, the distinction between Private and Public projects will be phased out.
Key Changes:
1) New Sharing Options
The new project-sharing settings will allow for more controlled and customizable project access.
2) Removal of Public and Private Projects
The concept of Public and Private projects will be phased out.
Public Projects: Existing public projects will still be visible and accessible to all employees.
Private Projects: Existing private projects will remain shared only among the previously designated members.
To join a project accessible to everybody (former public projects), select a project from the list (Project management > Projects) and click on the Join project button at the bottom.
Alternatively, you can always find the Join project option in the project sidebar in the "More actions" tab.
If you decide to leave a project, this is the same place you want to go to.
Note on Permissions:
By default, Admins, Managers (unrestricted), Profitability Managers (unrestricted), and Coordinators (unrestricted) can view and join all projects.
If you want to limit project visibility for these users, you have two options:
Create a Custom Permission Set
Use the custom permission builder to create a new permission set without the "View all projects" permission.
Assign this custom permission set to the relevant users.
Restrict the Role
Change these roles from "unrestricted" to "restricted," meaning users will only see projects explicitly shared with them.
To simplify access management further, group users into teams. For example, create a "Managers" team and add the team to every project they need access to.