Granular Permissions on Individual Items
I'm an avid BaseCamp user and BaseCamp gets this just right. E.g. I want to invite a client to a project (let's assume it's a List in Upbase). I do NOT however want to give them full access to everything as we create internal tasks and "Sections" etc. where we discuss things amongst ourselves, assign tasks for dev, UX, UI etc. that the client does not have to see and in fact should not see. We individually grant the client access on each item.
They can be default see the docs & files, can start a discussion but can't see all discussions, only those they have started, or we have given them access to.
And in BaseCamp, we can clearly see what the client has access to as it has a prominent colourful badge letting us know the "Client Can See This".
I hope the above is clear, if not I'm happy to elaborate?
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Comments4
Aaron Blanco Tejedor
Dec 3, 2024
I think you can do this with Upbase if you invite them as Guest and not as users. Then you can click on the "eye" icon to those things that the guest can see.
Athlone Harris-Compton
Dec 3, 2024
Aaron Blanco Tejedor thank you for your reply.
Unless I understood the docs incorrectly, I'm not sure this is correctd as I went through the Documentation for Upbase, it showed that when you add someone to a "List" they get access to the entire list.
Aaron Blanco Tejedor
Dec 3, 2024
Athlone Harris-ComptonQuite sure - https://help.upbase.io/article/22-working-with-guests-in-a-list
Athlone Harris-Compton
Dec 3, 2024
Aaron Blanco Tejedor thank you! Indeed you are right. So invite clients as guests. I'll investigate further for how to integrate clients in a workable manner.