Understanding Data Visibility for Guest Users

A guest user is someone from outside of the enterprise who has been granted access to Moovila for interaction on projects. Oftentimes this is a customer or vendor who will be assigned tasks in a project, or who simply needs access to monitor progress. You may also wish to read about Restricting Visibility in Projects to see how to limit visibility of sensitive information.

A few important things to note about guest users:

• They will never see financial columns, including: 
  • Finance: CAPEX-Actual / Budget / Task Allocations / Top Level Budget
  • Finance: Equipment-Actual / Budget / Task Allocations / Top Level Budget
  • Finance: General-Actual / Budget
  • Finance: Labor-Actual / Budget / Task Allocations / Top Level Budget
  • Finance: Material-Actual / Budget / Task Allocations / Top Level Budget
  • Finance: Revenue-Actual / Estimate / Remaining
  • Finance: Subsidiary-Actual / Budget / Task Allocations / Top Level Budget
  • Finance: Total-Actual / Budget / Task Allocations / Top Level Budget
  • Finance: Total Cost-Actual / Estimate / Remaining
  • Finance: Total Margin-Actual / Estimate
• They CAN see the following project columns: work estimate, work estimate balance, work remaining, cost code, and billing code. (**This varies for MSP enterprises, please see details below.)
• They CAN see the following portfolio columns: value, impact, effort total, effort balance.
• They will always hold the security role of a standard user, limiting their functionality to only the most basic permissions.
• They will not see any projects on which they are not a team member.
• Their level of access within a project is the role of Team Member. They cannot view the Project Info dialogue.
• Their dashboards will display as defaults for Project, Portfolio, and My Task views.
• They will never see time entries and do not have the ability to make time entries.
• They are unable to manipulate dates on any tasks that they do not own.
• Any tasks to which they don't have access will appear as greyed out in the Critical Path and will not display in other project views.
• They will see attachments for tasks to which they have access and any project attachments that have not been marked with privacy restrictions.
• They will see notes for tasks to which they have access and any project notes that have not been marked with privacy restrictions.
• They will not see Carmen in their upper navigation or any details in the Diagnostic Panel.

The following fields are removed from PowerGrid and Dashboard Views for extended users invited by MSP enterprises:

• Tasks and Project Views:
  • Billing Code
  • Cost Code
  •  Work Estimate
  • Work Estimate Balance
  • Work Remaining
  • Anchor Date
  • Lock Delete
  • Privacy
  • Resources
• Portfolio Views:
  • Value
  • Impact
  • Effort Total
  • Effort Balance
  • Scope
• Additionally, the following fields will be removed from the Task Detail View:
  • Work Estimate
  • Resources
  • Billing Code