User roles in a project are groups of users, created to manage their access permissions for different components of the Projects section. With user roles you do not have to configure components of the Projects section for each user.
To open the project roles page, click Actions - Roles on the required project page (fig. 1).
Project Administrators – system administrators with full access to the project, responsible for providing the project with information. This user role is assigned to all the project access permissions. The project manager is also included in this role:
Manager is responsible for the project plan fulfillment, controls the project budget, distributes project resources and so on. Each project has only one manager. The manager has full access to all the project components. The project manager is assigned when creating a project and displayed in the General Information portlet. By default, the user, who creates the project, becomes the project manager. You can change the manager later. When replacing a manager, you can select the option Save the former manager in the Project Administrators role. In this case the former manger will be added to Project Administrator role and will save all the access permissions.
Project Supervisors are responsible for strategic management of the project implementation. Project supervisors have full access to all the project components.
Project Team Members are the users, who participate in the project and execute the project tasks. Project team members have restricted access to the project components.
To add a new role, click Add Role on the Roles page. Fill in the required fields on the opened page (fig. 3) and click Save.
Fig. 3. Role creation page
Name *– name of the created role. This field is required.
Description – description of the role, displayed on the Roles page (fig. 2).
List of Group Members – users, included in this role. To add users to the list, click Add.
After you have created a new role, you have to assign access for the project components to it. To do so, click Actions - Access Permissions on the project page (fig. 4). To learn more about assigning access, see the respective Help section.
You can delete only user roles and the Supervisors system role.
There are two ways to delete a user role:
click on the Roles page, to the right of the required role;
click Delete on the role page.
You can delete the "Supervisors" role only on the project type editing page. To do so, go to Administration – Projects+ – Project Types, select the required project type and click to the right of the Project Supervisors role on the Roles page.
on the Roles page, to the right of the required role;