Appearance
Roles
Everyone in a project has one of three roles. The role is per project: you can be a manager in one and a partner in another.
| You can | Coordinator | Manager | Partner |
|---|---|---|---|
| See the plan, deliverables and KPIs | Yes | Yes | Yes |
| Report activities and upload evidence | Yes | Yes | Yes |
| Upload versions of deliverables your organisation leads | Yes | Yes | Yes |
| Take open calendar slots and answer forms | Yes | Yes | Yes |
| Edit the plan, deliverables and KPIs | Yes | Yes | |
| Verify activities and add measurements | Yes | Yes | |
| Invite people and change roles | Yes | Yes | |
| Set up calendars, forms, reminders and automations | Yes | Yes | |
| Change a manager's role, or remove a manager | Yes | ||
| Hand the project over, or delete it | Yes |
Coordinator
The person who owns the project in Numensa, usually at the coordinating organisation. There is one per project.
Manager
Someone the coordinator trusts to run the project with them, for example a communication lead or a work package lead. Managers can do nearly everything a coordinator can.
Partner
Everyone else. In the app this role is called Member. Partners see the whole project, and change only what is theirs: their activities, their organisation's deliverables, their slots and their form answers.
Change someone's role
Coordinators and managers do this on the Partners page, under People. See Partners and people.
The rules are checked on the server, not just hidden in the menu.