Introduction
The Roles and Permissions section in administration allows system administrators to define and control what users can do in the system. Permissions are grouped into roles, which are assigned to users either globally or per project.
By default, several roles are available (e.g., C-level Role, Project Management Role), but all of them can be freely edited or removed. It is up to the administrator to configure the roles based on the business needs of the company.
Target Audience
- Administrator
Definition
The Administration > Roles and Permissions section is used to:
- Create and manage user roles.
- Define permissions for each role across system features.
- Configure task tracking rights per tracker.
- Compare role permissions with the permissions report tool.
Roles determine:
- Which modules users can access.
- What actions they can perform (view, edit, delete, approve, etc.).
- Task rights like viewing, editing, assigning or logging time.
Overview Table
Default Roles
The system includes default roles. These are fully editable and can be removed or renamed. Administrators should configure these based on their organization’s structure.
| Role | Description |
|---|---|
| C-level Role | C-level managers, department heads, PMOs. |
| Project Management Role | Users responsible for project delivery (e.g. PMs or CRM Sales Directors). |
| Team Member | Project workers responsible for tasks (e.g. developers, CRM Sales Reps). |
| External Role | External members or clients with limited system access. |
| Non-member | Users not assigned to any project, can only access public projects. |
| Anonymous | Not logged-in users, access to public data only. |
Role Configuration
When creating or editing a role, the administrator configures the following:
| Section | Purpose |
|---|---|
| Name & Description | Label and define the role. |
| Spent time & Accounts | Define visibility of financial data and time logs. |
| Members & Assignment | Manage user assignment permissions. |
| Default Field Values | Set default options for new tasks. |
| Permissions (per module) | Grant access to features and define allowed actions. |
| Task Tracking | Specify rights for each tracker (create, view, edit, delete, comment). |
Permissions Report
The Permissions Report is a comparison tool showing enabled permissions across roles.
| Function | Description |
|---|---|
| Grid View | Rows = permissions, columns = roles |
| Quick Role Overview | Instantly shows who can do what |
| Feature Grouping | Organized by system module for easier navigation |
Key Points
- Roles are critical for managing data access and task visibility.
- Permissions must reflect the responsibilities of each role.
- Default roles are only suggestions – customize them freely.
- Use the Permissions Report for regular audits.
