New Role Permissions and Options in Administration

Introduction

This reference describes all available options when creating or editing a role in Administration > Roles and Permissions in Easy Project. Roles define what users can see and do in the system.

Target Audience

Administrator

Definition of Role Options and Permissions

Basic Role Properties

Name	Description
Name	Name of the role. Required field.
Description	Optional text description for internal reference.
Tasks can be assigned to this role	If checked, users with this role can be selected as task assignees.
Tasks can be reassigned only to author	Restricts reassignment of tasks to their original author.
Users visibility	Controls whether the role can see all users or only users within the same group/project.
Default start page	Sets the page shown to users by default when they log in.
Copy workflow from	Optionally copy workflow settings from an existing role.

Global Permissions

Global permissions apply across the application, regardless of project membership.

Section	Description
Project	Manage project templates, global milestones, and project creation.
Accounts	Control user account creation, editing, and access rights.
Agile Board	Access and manage global Scrum boards.
Agile Resources	Access and manage Agile Resource Management.
Alerts	Create custom alerts and solutions.
Attachments	View and upload attachments in global context.
Attendance	Access and manage attendance and calendars.
CRM	Access and manage global CRM features.
Calendar	View and manage calendar items.
Easy gantt	View and manage global Gantt charts.
Easy kanban	View and manage global Kanban boards.
Easy Mind Maps	View and manage Easy Mind Maps.
Easy8 boards	Access and manage custom boards.
Easy xapian fits	Access Xapian full-text search settings.
Help Desk	View and manage help desk requests.
Kanban board	View and edit the Kanban board.
News	View and manage news and announcements.
Password Protected	Manage secure personal contact types.
Personal Contacts	Access personal contact information.
Price books	View and manage price books and rules.
Resources	Access and manage resource features globally.
Risks	View and manage global risk data.
Scrum boards	View and manage global Scrum boards.
Shortcuts	Manage user shortcuts.
Spent time	View or approve all time logs.
Stakeholders	View and manage global stakeholder data.
Task templates	Manage global task templates.
Timesheets	View all timesheets.
To-Do	Manage own and others’ To-Dos.
Others	Includes access to dashboards, widgets, and export management.

Project Permissions

These permissions apply within projects the user has access to. Permissions are grouped by module or feature.

Section	Description
Project	Manage project-level settings and modules.
Agile Board	Access project-specific agile boards.
Attachments	Upload and manage attachments on project items.
Resolutions	View and set resolution statuses.
Budgets	View and manage budget data in project finance.
CRM	Manage opportunities, deals, and contacts in project context.
Calendar	View project calendar.
Checklists	Manage task checklists.
DMS	Access and manage the document management system.
Documents	View and manage attached or uploaded documents.
External videos	Manage video links in project items.
Easy web hooks	Access and manage webhooks for integrations.
Help Desk	Manage help desk tasks and responses in projects.
Kanban board	Access and edit project-level Kanban boards.
Mind Maps	View and manage mind maps per project.
News	Manage news in projects.
Project version board	Access version board per project.
Quick project planning	Use and edit project planning shortcuts.
Repository	Manage code repositories in projects.
Requirements	View and edit project requirements.
Resources	Access and manage project-specific resource planning.
Risks	Create and manage project-level risks.
Spent time	Log and manage time spent on tasks.
Task tracking	View, create, assign, and edit tasks and comments.
Test Cases	View and manage test case libraries.
WBS	Access and interact with the Work Breakdown Structure.
Wiki	View and manage project wiki pages.

Usage Notes

Permissions are fine-grained—hover the question mark icon in the UI to see what each one controls.
You can use "Copy workflow from" to replicate permission logic from an existing role.

Examples

Creating a role for external contractors who can only view tasks but not edit or comment.
Defining a full-access Project Manager role by enabling most project and global options.