Roles are used to grant permissions to users to provide access to a project and to perform specific tasks within a project.
Users are unable to see projects until they have been given a role within a project by an owner.
There are three roles being used in the tool.
Role | Description |
---|---|
Owner | An owner has full permissions within a project. They are able to completely manage project membership and project workflow. A project must have at least one owner. |
Member | A member has some permissions within a project. They are able to manage their own workflow within a project |
Guest | A guest has limited permissions within a project. They have read access to the project and are unable to manage any workflow. They can only complete tasks that are assigned to them by the owner(s) |
Role permissions
Project membership management | Owner | Member | Guest |
---|---|---|---|
Adding or removing users from a project | Yes | No | No |
Assigning roles to users in a project | Yes | No | No |
Tasking actions | Owner | Member | Guest |
---|---|---|---|
Create tasks for any user in project | Yes | No | No |
Create tasks for self | Yes | Yes | No |
Be an assignee for a task | Yes | Yes | Yes |
Create tasks to re-allocate rows that have already been allocated to a user for the same task type/action | Yes | No | No |
Create tasks to allow same user to author and review the same row | Yes | No | No |
Complete a task assigned to self | Yes | Yes | Yes |
Cancel a task assigned to self | Yes | Yes | Yes |
Cancel a task assigned to any user in project | Yes | No | No |
Other actions | Owner | Member | Guest |
---|---|---|---|
Author actions within an assigned author task | Yes | Yes | Yes |
Author actions outside of an assigned author task | Yes - limited through bulk edit | No | No |
Review actions within an assigned review task | Yes | Yes | Yes |
Review actions outside of an assigned review task | Yes - limited through bulk edit | No | No |
Create new version of a map within a project, update source and/or target scopes | Yes | No | No |
Export map | Yes | Yes | Yes |
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