{"id":7583,"date":"2022-04-04T05:18:52","date_gmt":"2022-04-04T05:18:52","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&p=7583"},"modified":"2025-08-04T13:34:02","modified_gmt":"2025-08-04T08:04:02","slug":"project-access-for-persona","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/project-access-for-persona\/","title":{"rendered":"How to Set Project Access for Persona"},"content":{"rendered":"

This article will give you a detailed understanding of how to give project access to different personas in the project.<\/p>\n\n\n\n
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Skip Ahead to:<\/strong><\/p>\n

Overview<\/a><\/p>\n

Navigation<\/a><\/p>\n

Steps to Set Project Access for Persona<\/a><\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Overview<\/h2>\n

Depending on the access rights and persona provided to the user, they will receive alert messages for accessing a project. With the help of these access rights, the user can navigate to the project and receive alerts or notifications that they are accessing the following project. <\/a>Similarly, if you don’t have access then also you will receive an alert message. Thus, it becomes easier for you to understand your access rights.<\/p>\n

Navigation<\/a><\/h2>\n

In the left navigation panel, expand the Apps<\/strong> menu and select the Account Space<\/strong>. Hover over the top breadcrumb, expand the People Management<\/strong> module, and select Project Access for Persona<\/strong>.<\/p>\n

Steps to Set Project Access for Persona<\/h2>\n

To set project access for personas you need to perform the following steps:<\/p>\n

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  1. Click the ADD<\/strong> button.<\/li>\n
  2. Then, the Advanced Filter page appears.<\/li>\n
  3. Add the Filter name, select a suitable persona, and a brief description of the filter.<\/li>\n
  4. To set the Filter criteria, in the Filter Criteria pane, define criteria in the row by selecting Form fields, conditions, and field values in the lists.<\/li>\n
  5. Conditions are to be enclosed in brackets.<\/li>\n
  6. To define multiple conditions, click the Add\u00a0<\/strong>icon and select the logical operator \u2013 AND\/OR. In the new row, define the nested criteria. As you click the SAVE & APPLY<\/b> button, the filter name appears on the toolbar before the filter icon.<\/li>\n<\/ol>\n

    \"\"<\/p>\n

    For example, to view items in a specific release and Critical priority:<\/p>\n

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    1. \n

      Select ‘{‘ in the Open Bracket list column.<\/p>\n<\/li>\n

    2. \n

      In the Property list, select any value from the drop-down such as Actual Effort, Due date, Parent Card, Release, etc.<\/p>\n<\/li>\n

    3. \n

      From the Condition list, select any value from the drop-down such as Equal To, Not Equal To, Less than, etc.<\/p>\n<\/li>\n

    4. \n

      From the Available Values list, click on the Search<\/strong> icon and select the respective value, for example, Release 10.1.<\/p>\n<\/li>\n

    5. \n

      Select blank (for specific search using AND operator) in the Closed Bracket list. Use single or multiple open and close brackets to define an expression, as required to set a precedence within.<\/p>\n<\/li>\n

    6. \n

      To add multiple conditions, click the Add<\/strong> icon.<\/p>\n<\/li>\n

    7. \n

      In the Operator list, select AND.<\/p>\n<\/li>\n

    8. \n

      In the new row added, define the new expression, and follow the above steps. Select blank in the Open Bracket list, Priority as Critical, and a single Closing bracket. To remove an expression, click the Delete<\/strong>\u00a0icon for the required expression.<\/p>\n<\/li>\n

    9. \n

      Click\u00a0SAVE<\/strong>\u00a0or\u00a0SAVE AND APPLY<\/strong>.<\/p>\n<\/li>\n<\/ol>\n

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      Notes<\/b>:<\/p>\n

      The operator precedence is into account when you specify nested brackets. For example, you can specify the criteria as ((1 or 2) and 3).<\/p>\n

      If you add rows in the editor and later delete the rows, an additional bracket is displayed in the pattern. Like, if 5 rows are added and you delete the 4th row, then the expression is read as ( ( ( ( 1 and 2 ) or 3) )or 4 ). Hence, select the open and close brackets again to match.<\/p>\n<\/div>\n

      Other actions that you can perform on the Advanced Filter page are: DELETE<\/strong> the filter, RESET<\/strong> the filter values, and CREATE COPY<\/strong> to create a similar version of the filter.<\/p>\n

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