Your application might want to use user roles to control access to work on tasks and view Project. Navigate to Permissions section to secure your project viewing and task updates. You can secure your project with password and/or permission roles.


Navigate to omniWorks \ Projects.

  1. Select Edit in options menu next to the project you want to manage.
  2. Navigate to Permission section and select User Roles that is required to view projects. For example, User role is required to submit a task update. Learn how to manage User Roles.
    • With Permission roles set, visitors will need to sign up or sign in to sign and view projects and be a member of the selected roles. Select the roles required with a toggle.
    • Configure Security options:
      1. With Password, visitors will be asked to enter this password in order to view projects and update tasks;
      2. With Email,  visitors will be emailed one time password in order to view projects and update tasks;
      3.  With Sms,  visitors will be emailed one time password in order to view projects and update tasks.