ClickSabi Pro

Team & Permissions

Project assignment and scope

Why some teammates only see some projects.

1 min readLast updated

Scoped resources

Projects, designs and proposals can be scoped by assignment.

Who sees everything

Owner, admin and compliance see all projects, within the limits of their role.

Who sees only their own

Sales & marketing sees projects they created or are assigned to. Support has no project access at all.

Changing assignment

Assign the project to the teammate who owns it. Assignment changes what they can reach, so treat it as an access decision, not just a label.

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