How to Set Up Permissions for Agile Resource Management

Introduction

This guide explains how to give users access to Agile Resource Management in Easy8 by adjusting their roles and permissions.

Target Audience

Administrator

Prerequisites

Admin rights to access global Roles and permissions
Agile Resource Management already installed and visible in the global menu

Steps to Set Up Permissions

Step 1: Open Roles and Permissions

Go to Administration >> Roles and permissions
Choose the role you want to update (e.g., Project Manager, Developer)

Step 2: Find the Agile Resources Section

Scroll to the Agile Resources section under Global permissions
You will see two checkboxes:
- View Agile Resource Management – allows the user to see Agile timelines and team assignments
- Manage Agile Resource Management – allows the user to make changes such as adding workers and editing events

Step 3: Set the Right Access

Enable View permission for users who only need to monitor Agile Resources
Enable Manage permission for users responsible for active planning, assigning resources, and updating allocations

🛈 Tip: Use \"View\" for observers and team members; use \"Manage\" for team leads and project managers

Step 4: Save the Role

Scroll down and click Save
The updated role permissions will now apply to all users assigned to this role

Conclusion

Setting proper permissions is key to using Agile Resource Management effectively. Make sure that each role has only the level of access it needs — either to view or manage Agile resources. This helps protect planning accuracy while giving planners full control.

This ensures the right users can access and use Agile planning features according to their role in the organization.