Roles and Permissions

This article can learn about the different roles and permissions available to assign to your project resources. Roles are a way to attribute unique responsibilities to other users for each project.

Roles and permissions in a Waterfall (standard) project type

The following roles are available for assignment to users on this type of project:

 

Project owner – the user who creates the project. As a creator, they have complete access and are responsible for all project attributes.

 

Project manager – a user that has the same permissions and responsibilities as the project owner. The project manager has complete rights on the project and can substitute the project manager if needed.

 

Team member – a user who can create tasks/deliverables and only edit/delete the tasks/deliverables they made. A team member cannot add/remove resources or edit roles, and cannot add or delete project files.

 

Contributor – a user who can view only their assigned project tasks. A contributor can enter time to comment on, add attachments to, and complete their assignments. They can only edit or delete their comments.

 

The role of a human resource cannot be changed to a Contributor if they have created any task(s)/deliverable(s) in the project.

 

The role of a human resource cannot be changed to a Contributor if they have created any task(s)/progress in the project.

 

This table offers a detailed list of which permissions are attributed to each user role on a Waterfall (standard) project:

 

Roles and permissions in an Agile (Kanban) project type

The following roles are available for assignment to users on this type of project:

 

Project owner – the user who creates the project. As creator, they have complete access and are responsible for all project attributes.

 

Project manager – a user that has the same permissions and responsibilities as the project owner. The project manager has complete rights on the project; and can substitute the project manager if and when needed. The project manager can also create, edit, move, and delete columns on the Kanban board.

 

Team member – a user who can create tasks and only edit the tasks they created. 

This table offers a detailed list of which permissions are attributed to each user role on a Agile (Kanban) project:

 

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