Introduction
In Easy8, Risk Management access is controlled through user roles and permissions. By setting up specific rights at both global and project levels, you can control who can view, edit, or delete risks. This guide explains how to assign those permissions to match team responsibilities.
Target Audience
- Administrator
Prerequisites
- Administrator access to Easy8
- Risk Management module enabled on projects
Steps
1. Open Roles and Permissions
- Go to the Global menu
- Click on Administration
- Select Roles and permissions
2. Select a Role to Edit
- Choose the role you want to assign Risk Management rights to (e.g., Project Manager, Developer)
3. Assign Global Risk Management Permissions
| Permission | Description |
|---|---|
| Edit risks dashboard | Allows editing the global risk page, including widgets and layout |
This is used mainly by roles like Risk Manager or PMO who need to customize the organization-wide risk overview.
4. Assign Project Risk Management Permissions
| Permission | Description |
|---|---|
| View risks (read-only) | Can view all risks on the project but cannot edit |
| Manage risks | Can create and edit all risks on the project |
| Manage own risks | Can edit only risks where the user is the assignee or author |
| Delete risks | Can delete any risk on the project |
| Edit project page layout | Can adjust layout for the risks page within the project |
Summary
To control access to the Risk Management module in Easy8, configure role-based permissions from the Administration panel. Use global permissions for managing risk dashboards and project permissions for controlling risk visibility and editing on individual projects.
