Setting Up Agile Planner → System Settings → Security → Roles

Roles

The Roles tab is used to assign permission to areas within each of the modules: Projects, Reports, Resources, Tools, System Settings, and Customization. Permissions are granted on a role-by-role basis. Security roles define the permissions that are available for the users and security groups that are assigned to the security role. Users can be assigned to more than one security role. If a user is assigned to more than one security role, that user has all the permissions associated with all the roles to which they are assigned.

Adding a security role

Several default security roles are included. If these security roles don't map to the way your organization manages security, you can add new ones.

To add a security role
  1. From the application toolbar, click Setup, and then select System Settings.
  2. Select the Security tab.
  3. Click the Roles tab.
  4. Click New.
  5. Under Security Role Properties, enter a name and a description.
  6. In the System Settings, Customization, Resources, Tools, Reports, and Projects tabs, select the permissions that will be allowed for the security role. If the Allowed column is selected for a permission, any user or security group will be granted permission to do the associated actions.
  7. Click Save.

Assigning a user to a security role

Users can be assigned to security roles one at a time or as part of security groups.

To assign a user or a security group to a security role
  1. From the application toolbar, click Setup, and then select System Settings.
  2. Select the Security tab.
  3. Select the Roles tab.
  4. Select the name of the security role to which you want to assign a user or group.
  5. Under Users and Groups, select the name of the user or group you want to add move the user or group to the column on the right.
  6. Click Save.

Copying a security role

You can add a security role by copying the properties of an existing security role. When you copy a security role, the users and/or security roles that are assigned to the security role from which the copy is made will also be copied.

To copy a security role
  1. From the application toolbar, click Setup, and then select System Settings.
  2. Select the Security tab.
  3. Select the Roles tab.
  4. Select the security role you want to copy and click Copy.
  5. Under Security Role Properties, enter a name and a description.
  6. In the Administration, Configuration, Resources, Workspace, Analyzer, and Projects tabs, select the permissions that will be allowed for the security role. If the Allowed column is selected for a permission, any user or security group will be granted permission to do the associated actions.
  7. Click Save.

Deleting a security role

If your organization doesn't need a security role, you can delete it.

To delete a security role
  1. From the application toolbar, click Setup, and then select System Settings.
  2. Select the Security tab.
  3. Select the Roles tab.
  4. Select a role.
  5. Click Delete. Confirm.

Editing a security role

Make your changes and then save them. The Administrator (peadmin) security role cannot be modified.

To edit a security role
  1. From the application toolbar, click Setup, and then select System Settings.
  2. Select the Security tab.
  3. Select the Roles tab.
  4. Select a role.
  5. Make your changes.
  6. Click Save.

Viewing a security role

Security roles can be viewed from the Roles tab of the Security tab in the System Settings module.

To view a security role
  1. From the application toolbar, click Setup, and then select System Settings.
  2. Select the Security tab.
  3. Select the Roles tab.