Roles provide a way to group users logically within a project. They also control the general permissions and permissions specific to each issue type within the project.
A user may be assigned multiple roles, and the general permissions below only need to be assigned in one role for the user to perform that action, unless otherwise specified. For instance, if a user is a member of Role A, which can be assigned issues, and Role B, which cannot, then the user can be assigned issues.
The general permissions are:
- Can access the project administration pages - This allows users who are not the Project Owner to access the project management interface and options.
- Can be assigned issues - Whether the user can be assigned issues.
- Can create and edit wiki pages - Determines whether the user can edit wiki pages.
- Can mass change issues via search - Whether the user can mass change issues within the project.
- Ensure issue updates only occur via workflows - If selected, the user will be required to use available workflows when updating issues.
- Unlike other general permissions, the Enforce Workflow permission only requires workflows be used to update issues if that permission is assigned in all of the user's roles.
- Can view private fields - Whether the user can access fields which are marked as private.
- Can view confidential issues and comments - This allows users to view comments and issues which are flagged as confidential.
- Can convert issues between types - If selected, the user will have access to the Convert To menu option when viewing an issue.
- Can be contacted via Contact Manager - Indicates that users with this role will be available as options when selecting the Contact Managers header bar option on the homepage.
- Badge - Text typed into this field will appear next to the name of users assigned this role in issue comments they submit.
You can see a list of which members have each role by clicking See overview of all roles to go to the Role Overview screen. From the Role Overview screen, you can click the role names to edit the role or on member names to go to the individual Members screens for those members.
Issue Type Permissions
There are seven permissions that govern what a user may do for issues of each type:
- Can View
- Can Submit
- Can Comment
- Can Update
- Can Modify Resolved
- Can Delete
- Notify on Submit
- Notify on Update
These permissions are assigned by issue type and role. For instance, a Developer role may be able to view all issue types, but only submit Bugs. The ability to delete issues might be only assigned to the Manager role. Like general role permissions, these permissions are checked across all of a user’s roles for the applicable issue type – if any of the user’s roles have permission for the issue type at hand, the user has that permission.
Permissions are also respected when displaying issues. A user will only see issues of types they have permission to view. A user that only has permission to view an issue (not update) will not have the ability to update any of the fields. Finally, only issue types a user has permission to submit will be visible to that user when submitting.
To add a role:
- Click Create a New Role on the Roles screen
- Enter a Name for the role.
- Check the appropriate options for the role.
- Select project members to be assigned the role. A keyword filter is available to narrow the number of members displayed. The list of members may be filtered to show users fitting each of the following criteria:
- Initial – users assigned this role before the edit page was opened.
- All – all users.
- Selected – all users who will have this role after the Save Changes button is selected.
- Not Selected – all users who will not have this role after the Save Changes button is selected.
- Additions – all new users who will have this role after the Save Changes button is selected.
- Removals – all users who will not have this role anymore after the Save Changes button is selected.
- Changes – all changes made to users with this role since the last save.
- Check the appropriate permissions to be associated with each existing issue type.
- Click Create Role.
To update a role:
On the individual Roles screens, you can change the role name, select different general permissions, select different permissions for each issue type, or change the members who are assigned the role. Click Update Role to save the changes.
To delete a role:
Open the individual role screen by clicking on its name on the Roles screen and click the Delete Role button. Click OK on the confirmation dialog to confirm.