While configuring roles we separate between permissions and menu item visibility. Permissions determine if you can access (manage or read) certain objects, e.g. project tasks. The menu item visibility determines if an item is shown in awork's main menu for a certain role.
Tipp: The permissions are also valid if you try to access awork via our API.
Project
Permissions
1. Project Base Info
Manage:
- Users can see all projects in the project overview
- Users can see and edit project details
- Users can create new projects
- User can delete projects
Read:
- Users can see all projects in the project overview
- Users can see the project details for all projects
- Users can't create new projects
None:
- Users can't see or edit projects (Except if they get the right via the project role)
2. Project Tasks
Manage:
- Users can create, edit, see and delete tasks in all projects
Read:
- Users can see tasks in all projects, but can't create, edit or delete them
- Task details can't be edited. I.e. users cannot comment on tasks
None:
- Users can't see or edit project tasks (Except if they get the right via the project role)
- Users can create and edit private tasks
3. Project Times
Manage:
- Users can track times for all projects
- Users can see, edit or delete all the tracked times in every project
Read:
- Users can track times for all projects
- Users can see all the tracked times in every project
None:
- Users can't see tracked times (Except if they get the right via the project role)
4. Project Settings
Manage:
- Users can create new project types or edit / delete existing ones
Read:
- Users can see the settings of project types but not edit them
None:
- Users can't see the settings for project types
Menu Item Visibility
Users can see (or not see) the menu item "Workspace / Projects"
This setting is connected with the Project Base Info. If users have no rights there, no projects will be shown in the project list.
6. Project Types
Users can see (or not see) the menu item "Settings / Project Types"
This setting is connected with the Project Settings. If users have no rights there, they won't see project types either.
Project Roles
Project Roles are an exception. The user rights linked to a project role only apply to projects on which the user is assigned with this role. More information on the configuration can be found here.
1. Project Base Info
Manage:
- Users can see in "My Projects" and on the dashboard all projects, where the user is in the project team with that role
- Users can edit the project details for all projects, where the user is in the project team with that role
- Users can delete projects, where the users is in the project team with that role
- Users can't create projects if they have no permissions for Project Base Info in the Project section.
Read:
- Users can see in "My Projects" and on the dashboard all projects, where the user is in the project team with that role
- Users can see the project details for all projects, where the user is in the project team with that role
2. Project Tasks
Manage:
- Users can see, create, edit and delete tasks for all projects, where the users is in the project team with that role
Read:
- Users can see tasks for all projects, where the user is in the project team with that role
- Task details can't be edited. I.e. users can't comment on tasks.
3. Project Times
Manage:
- Users can see, create, edit and delete time trackings for all projects, where the user is in the project team with that role
Read:
- Users can see time trackings for all projects, where the user is in the project team with that role
User
Permissions
1. User Base Info
Manage:
- Users can see the user overview
- Users can deactivate other users
- User can edit or delete other users
- User can see user details
- Users can tag other users in the user details
- Users can assign other users to projects
- New users can only be created by admins -> Managing permissions are not enough
Read:
- Users can see the user overview
- User can see user details
- Users can assign other users to projects
None:
- Users can't see the user overview or details
- Users can only assign or tag users in a project from the projects team
2. User Times
Manage:
- Users can see, edit and delete the time tracking entries in the user details of other users
Read:
- Users can see the time tracking entries in the user details of other users
None:
- Users can't see the time tracking entries from other users
Menu Item Visibility
3. User List
Users can see (or not see) the menu item "Workspace / User"
This setting is connected with the User Base Info. If users have no rights there, they won't see Users either.
Clients
Permissions
1. Client Base Info
Manage:
- Users can see clients in the client overview
- Users can see the client details
- Users can create, edit or delete clients.
Read:
- Users can see clients in the client overview
- Users can see the client details
None:
- Users can't see the client overview or details
Menu Item Visibility
2. Client List
Users can see (or not see) the menu item "Workspace / Clients"
This setting is connected with the Client Base Info. If users have no rights there, they won't see clients either.
Tasks
Permissions
1. Task Settings
Manage:
- Users can see, create, edit and delete task bundles in the settings
- Users can import task bundles into projects
Read:
- Users can see task bundles in the settings
Menu Item Visibility
2. My Tasks
Users can see (or not see) the menu item "My Work / My Tasks"
3. Task Bundle Settings
Users can see (or not see) the menu item "Settings / Task Bundles"
This setting is connected with the Task settings. If users have no rights there, they won't see task bundles in the settings either.
4. Task Views
Users can see (or not see) the menu item "Workspace / Task Views"
Time Tracking
Permissions
1. Time Tracking Settings
Manage:
- Users can see, create, edit and delete new type of works in the settings
Read:
- Users can see new type of works in the settings
Menu Item Visibility
2. Time Tracking Controlling
Users can see (or not see) the menu item "Workspace / Time Tracking Reports"
3. My Time Trackings
Users can see (or not see) the menu item "Workspace / My Time Trackings"
Workspace Settings
Permissions
1. Workspace Settings
Manage:
- Users can see the workspace settings
- Users can change the name and the logo of the workspace
- The workspace can only be deleted by admins. Managing rights are not enough
Read:
- Users can see the workspace settings
Menu Item Visibility
3. Workspace Settings
Users can see (or not see) the menu item "Settings / Workspace"
4. Permission Settings
Users can see (or not see) the menu item "Workspace / Permissions"
5. Type of work Settings
Users can see (or not see) the menu item "Workspace / Type of Work"