Configuring user roles

You use the Roles page to create, edit and delete user roles, which define the actions that users can carry out in Powerproject Vision.

To access the Roles page from the Powerproject Vision Home page, click Admin then click User roles.

Each user must be assigned at least one user role; they can be assigned more than one user role. You should create a user role for each different type of Powerproject Vision user. For example, if you have three different types of user - administrators, managers and planners - you should create one user role for each. Once you have created the user roles that you need, you can define rules to determine the actions that users of each role can carry out and the events about which users of each role should be notified.

You can specify the order in which user roles appear in drop-down lists. You may want to do this to place the most frequently-used roles (for example 'Planner') at the top of lists, and the least frequently-used roles (for example 'Admin') at the bottom. You should check the order of roles each time you create a new role to ensure that the new user role appears in the appropriate position.

Related Topics:

Working with users

Configuring security rules

Configuring workflow rules

Configuring email rules

Working with user-defined fields