Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Team leads and team participants with a custom Manage team “Manage team” permission level are permited permitted to manage, delete and create custom role roles with specific permission levels.

You can define, who can see or/and manage team members worklogs' work logs. You can decide, who should be able to log time to a team. Any other memers members without respective permissions will not be able to log time to a team.

Info

Please note, that the Timesheet Builder permission scheme does not overwrite Jira permissions. So if a user does not have the Jira project permissions to log work, the user will not be able to log time to a project, even if the user has necessary permissions in Timesheet Builder on a team level.

Permission levels overview

Permission level

Description

Work on issues

Allows to log time to the team.

View team member work log

Allows to view team members' worklogs in Worklog analysiswork logs in the “Work log analysis” tab, to see the statistics on Team overview the “Team overview” page and in the reports of the Report Builder app.

Manage team member work log

Allows to view team members' worklogs in Worklog analysiswork logs in the “Work log analysis” tab, to see the statistics on Team overview the “Team overview” page and in the reports of the Report Builder app.

Allows to manage team members' worklogs and to create new team members' worklogswork logs.

Manage this team

Allows to view team members' worklogs in Worklog analysisthe “Work log analysis” tab, to see the statistics on Team overview the “Team overview” page and in the reports of Report Builder app.

Allows to close and reopen periods.

Allows to change team settings in Edit Team te “Edit Team”-tab (except team deletion).

What are the default

...

roles? How can they

...

be used?

There are two default roles: Team Lead and Team Member. These default roles are created during team creation.

Team Lead The team lead role is assigned to a team participant, who was chosen as the team lead on Team creation window during the team creation process.

Team Member The team member role is the default role, that allows to log time to the team. It is chosen in Role the role picker of Add team member window. Can be unselected, if you choose any other rolethe “Add team member”-dialogue.

How to restrict member permissions

If you want to restrict certain permissions, please choose or create another role (f.ex. Viewer) and assign it to this user. The default member role can then be unselected.

...

How to add a new role?

To add a new role, please:

  1. Click on + Add custom role”.

  2. Fill out the role title.

  3. Mark checkbox one or muliple multiple checkboxes related to respective permission level columnsFill out the role titleto provide the permissions to this role.

  4. Click on the confirmation icon to save the role or the X icon to discard Changes the action.

  5. Once you click the confirmation icon, you are ready to go as the changes are saved automatically after clicking on the confirmation icon.

...

How to change an existing role?

Info

Please note, that the default roles cannot be changed.

To change an existing role, please click on percil the pencil icon near the role.

...

To apply made changes, please click on confirmation check icon. Changes are saved automatically after clicking on the confirmation icon.

...

Once you click the confirmation icon, you are ready to go as the changes are saved automatically.

...

How to delete an existing role?

...

To confirm the action, please click on Delete on opened window“Delete” on the deletion dialogue. To cancel deletion please click Cancel“Cancel”.

...

Info

Please note, that:

  • The default roles cannot be deleted

  • The roles are deleted permanently, so team participants, who have this role, will lose it. Please check their roles afterwardsmake sure that everyone has the needed permission for their work.

How to assign a role to a team member?

Please refer to <link>make sure that you assign the roles to team members in order to apply the aspired changes.

Get more insights how to assign a role: Team Members