What this category of data looks like
Data for this category typically originates from contracts, work breakdown structure (WBS), client schedules, and project management systems. Core documents include project plans, milestone lists, weekly reports, and risk and issue lists. Updates occur on a weekly basis, or are triggered by project milestone nodes. Fields include project ID, responsible person, task cycle, risk level, and others. No fixed unified units are used; configurations are adapted flexibly based on document type. Maintenance is performed by project managers, implementation managers, and PMOs.
Constraints for Permissions and Data Isolation
This category of data covers project progress and risk information across collaborating parties. Access boundaries must be defined by role to prevent unauthorized personnel from accessing sensitive content. The high-frequency update feature requires permission configurations to be synchronized quickly to adapt to dynamic project progress adjustments. Permission granularity varies significantly across different documents. For example, project plans may only be modified by PMOs, weekly reports may be viewed by project managers, and risk and issue lists may only be submitted by core team members. For internal deployment scenarios, custom authentication logic must be supported, while allowing multiple accounts to be bound to the same team to avoid permission confusion. Incorrect permission configurations may lead to project schedule delays, blocked client acceptance, and other negative outcomes. Access scope must be strictly controlled.
How to Configure Settings
The following configurations are based on FastGPT v4.17.0, and are tailored to the permissions and data isolation requirements of project implementation plan management.
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
teamId | Bind to a specific project team, use the unique identifier field during project registration | Ensure project-specific documents are only visible to authorized team members, preventing cross-project data leaks |
tmbId | Automatically generate a unique identifier for each document version; fill a preset default value if the field is missing | Resolve exceptions caused by missing fields during historical version synchronization, and adapt to the application's historical version cloud synchronization feature |
| Multi-account team binding | Allow up to 5 accounts to be bound to the same teamId | Adapt to the actual usage scenario of project managers collaborating across multiple terminals, meeting cross-device access needs |
| SSO integration configuration | Enable automatic synchronization for enterprise authentication, set the timeout period to 600 seconds | Adapt to unified identity authentication requirements in internal network environments, reducing manual configuration workload |
| Single-team storage limit | Set to 1000 MB | Control the resource footprint of single-project data, preventing excessive data bloat for a single team |
| Permission check trigger | Validate teamId matching each time a document is accessed | Block cross-team unauthorized access requests, strengthening data isolation capabilities |
Three Common Configuration Mistakes
- Symptom: When synchronizing application historical versions to the cloud, older historical document entries in MongoDB lack the
tmbIdfield, causing data synchronization failures. Cause: Failure to automatically generatetmbIdwhen creating versions, and no compatibility handling for existing data. - Symptom: After local deployment, multiple accounts cannot be bound to the same team, making cross-terminal collaboration impossible. Cause: Failure to correctly configure the shared binding rules for
teamId, and failure to enable team account permissions. - Symptom: When connecting dependent services after internal network deployment, a database connection refused error occurs. Logs show the database service starts normally but a connection cannot be established. Cause: Failure to configure correct internal network network policies, and failure to open access ports between services.
How to Verify Successful Configuration
- Create two different accounts, bind them to the same
teamId, and attempt to access the same project plan document. Verify that both accounts can view and edit the document normally. - Upload an older historical document without the
tmbIdfield, and check if the field is automatically completed in the database, with no abnormal error prompts. - After configuring SSO integration, log in using an enterprise authentication account, and verify that the permission scope of the associated project team is automatically matched.
- Upload a single project document, check the system storage usage prompt, and confirm that the preset single-team storage limit is not exceeded.
The values provided here are common starting points, and should be evaluated against the samples corresponding to the actual deployment scenario.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-10-19.