Project Access & Overrides

Project access answers two questions at once: can this person open the project, and what role do they get inside it. Both are set on the project, not on the person — a default that covers the whole workspace, plus exceptions for the few people and groups who need something else.

There is no membership list

Nobody has to be added to a project before they can work in it. Every project carries a default that applies to everyone in the workspace, and a person with no exception on that project simply gets the default. A user created this morning, never mentioned on any project, can open every project in the workspace on its default terms.

That is a change in shape from a membership model: access is now expressed as “everyone, except…” rather than as a list of people who were let in.

The default

A project’s default is one of two things, set in the project’s Access panel:

Default Role inside the project
Their own workspace role Whatever Role each person carries across the workspace.
One role for everyone A single role you pick, applied to everybody who has no exception, whatever they are elsewhere.
A person with no Role gets nothing from the first option. On a project set to their own workspace role, a workspace member who has never been given a Role has nothing to inherit — the project does not appear in their Projects list at all. The same person can open a project that hands one role to everyone. If someone reports that most projects are invisible to them, check their Role first.

Exceptions

Each project keeps a short list of exceptions — people and Access Groups handled differently from the default. There are three modes:

Mode Effect
No access The project is hidden from them entirely.
Their workspace role They use their own Role here, even where the project hands one role to everybody else.
A specific role A role that applies in this project only. This is the per-project override.

How a person’s access is decided

  1. If they have a personal exception on the project, it decides.
  2. Otherwise, if a group they belong to has an exception, that decides.
  3. Otherwise the project default applies.
A personal exception beats a group one. Driven live: a user in a group that was set to No access on a project, but who also carried a personal exception of Their workspace role on that same project, could still open it. The personal rule won.

How to give someone a different role in one project

  1. Go to Settings → Projects and choose Manage access… in that project’s row menu.
  2. In the Exceptions panel, click Add person and pick them. The new exception starts at No access.
  3. Change the mode to A specific role and choose the role.
  4. Click Save changes. Nothing is written until you do.

To take the override away, click the × on their row and save. They go back to the project default.

Changing someone’s workspace Role

Changing a user’s Role in Settings → Users changes what they can do in every project that resolves to their own role for them. It does not touch a project where they have a A specific role exception, or one that hands a single role to everybody.

“How do I give someone access to only one project?” Not by adding them to it — by excluding them from the others. Give the project you want them in whatever access they need, then add a No access exception for them (or for a group they belong to) on the projects you want closed. There is no setting that means “this person sees nothing by default”.