Roles & Permissions
- Zhenya Elfimova
- Lisa Hörig (Unlicensed)
Overview
Team leads and team participants with a custom “Manage team” permission are permitted to manage, delete and create custom roles with specific permission levels.
You can define, who can see or/and manage team members' work logs. You can decide, who should be able to log time to a team. Any other members without respective permissions will not be able to log time to a team.
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' work logs in the “Work log analysis” tab, to see the statistics on the “Team overview” page and in the reports of the Report Builder app. |
Manage team member work log | Allows to view team members' work logs in the “Work log analysis” tab, to see the statistics 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' work logs. |
Manage this team | Allows to view team members' worklogs in the “Work log analysis” tab, to see the statistics the “Team overview” page and in the reports of Report Builder app. Allows to close and reopen periods. Allows to change team settings in 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.
The team lead role is assigned to a team participant, who was chosen as the team lead during the team creation process.
The team member role is the default role, that allows to log time to the team. It is chosen in the role picker of the “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:
Click on “+ Add custom role”.
Fill out the role title.
Mark one or multiple checkboxes to provide the permissions to this role.
Click on the confirmation icon to save the role or the X icon to discard the action.
Once you click the confirmation icon, you are ready to go as the changes are saved automatically.
How to change an existing role?
Please note, that the default roles cannot be changed.
To change an existing role, please click on the pencil icon near the role.
Once you click the confirmation icon, you are ready to go as the changes are saved automatically.
How to delete an existing role?
To delete a role, please click on the recycle bin icon near the role.
To confirm the action, please click on “Delete” on the deletion dialogue. To cancel deletion please click “Cancel”.
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 make sure that everyone has the needed permission for their work.
How to assign a role to a team member?
Please 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: https://actonic.atlassian.net/wiki/spaces/ATM/pages/6941606169