Logo
  1. Potens.io
  2. Extra
  3. Org Admin

Articles > Project Viewers

  • Quick Start
  • Users
  • Billing Projects
  • Project Viewers
  • Configuration
  • Enable Workflow Triggers

Overview

Adding a user to a billing project as a project viewer allows the user to see Magnus workflows in that project.

In Magnus, workflows in Workflows Browser and History Browser can be filtered by a dropdown option.  By default a user can see owned, delegated, shared, and public workflows, along with examples.

Magnus Workflow dropdown options

031.png

Magnus Workflow History dropdown options

032.png

By default, Public workflows includes workflows available in the same project that the user is assigned to as billing project.  For example, a user assigned to mybilling-project-01 would see all public workflows in mybilling-project-01 when selecting Public Workflows from the dropdown menu. 

In order to allow users to see workflows in other projects, they can be assigned as a Project Viewer.  For example a user assigned to mybilling-project-01 as a billing project and set as project viewer in mybilling-project-02 would see options under Public Workflows for both projects in the dropdown.  This allows the user to filter public workflows in project mybilling-project-02.

033.png

Project Viewers section allows administrators to set users as Project Viewers in additional projects.

To add a user as Project Viewer

  1. Navigate to Project Viewers section
  2. Identify project to add user
  3. Click on dropdown and select user to add. Only users currently not assigned to project will be listed.  Users set to project as billing project have access and therefore are not listed. Admin users have access to all projects and therefore are not listed.  Users are managed in the Users sections.

    034.png

  4. With user selected, click + to add user

    035.png

  5. Repeat steps 3 and 4 to add multiple users
  6. Click Save List to save additions

    036.png

To remove a user as Project Viewer

  1. Navigate to Project Viewers section
  2. Identify project to remove user
  3. Identify user to remove
  4. Click on x to remove

    037.png

  5. Repeat steps 3 and 4 to remove multiple users
  6. Click Save List to save removals

    038.png
Potens.io
Launch Magnus | Goliath