Projects → User Actions → Manage Templates → Role Assignments

Role Assignments

You can user and/or a security group role assignments to a work item template. When a work item is created from a work item template with a role assignment, all users and/or security groups assigned to the work item template will have access to the work item (after it is created) and, depending on how the role assignments are made, associated data and any child work item.

Adding a role assignment for a work item template

A role assignment is a way to grant to a user and/or a security group permission to access any individual work item in the work item heirarchy, including all of its associated data and any child work item.

To add a role assignment for an work item template
  1. Open the Properties dialog box for a work item, a work item template, a resource, or a resource team.
  2. Select the under Role Assignments tab.
  3. Choose the Simple or Advanced tab.
  4. From the Group / User drop-down, select a security role and click Add.
  5. Click Save.

Clearing a role assignment for a work item template

You can clear any role assignment. Clearing a role assignment will prevent users and/or security groups from being able to edit information in any child work item; however, users and/or security groups will always be able to view data in a child work item if they have permission to view its parent.

To clear a role assignment for a work item template
  1. Open the Properties dialog box for a work item, a work item template, a resource, or a resource team.
  2. Select the under Role Assignments tab.
  3. Choose the Simple or Advanced tab.
  4. From the Group / User drop-down, select a security role and click Clear.
  5. Click Save.

Deleting a role assignment for a work item template

If you are not using a role assignment, you can delete it (though it may be better to clear it).

To delete a role assignment for an invesetment template
  1. Open the Properties dialog box for a work item, a work item template, a resource, or a resource team.
  2. Select the property under Role Assignments tab.
  3. Choose the Simple or Advanced tab.
  4. From the Group / User drop-down, select a security role and click Delete.
  5. Click Save.

Editing a role assignment for a work item template

You can modify a role assignment.

To edit a role assignment for a work item template
  1. Open the Properties dialog box for a work item, a work item template, a resource, or a resource team.
  2. Select the under Role Assignments tab.
  3. Choose the Simple or Advanced tab.
  4. From the Group / User drop-down, make your changes.
  5. Click Save.

Viewing a role assignment for a work item template

A role assignment determines who can access a work item.

To view a role assignment for a work item template
  1. Open the Properties dialog box for a work item, a work item template, a resource, or a resource team.
  2. Select the under Role Assignments tab.
  3. Choose the Simple or Advanced tab.

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