Access Level

The system has three main roles, each with distinct levels of access and capabilities: Ruler, Shared, and Members (assigned to a stream). Each role defines permissions for managing streams, objectives, tasks, and other project elements.

1. Ruler

• Overview: Rulers are key decision-makers or managers in the company, typically with full access across all streams and project data. This role can add, change, and update data on most screens and configurations.

• Permissions:

  • Billing: Full access.
  • Company Settings: Full access to Calendar, Integration, and Assignment Criteria screens.
  • Members Management:
    • Can invite new members.
    • Can block/unblock users.
    • Can change members' access levels.
    • Can add/edit members' skills and proficiency levels.
    • Can manage employees' calendars.
  • Skills: Full CRUD (Create, Read, Update, Delete) capabilities.
  • Quality Control: Full CRUD capabilities.
  • Streams: Full CRUD across all streams.
  • Objectives: Full CRUD across all streams.
  • Iterations: Full CRUD across all streams.
  • Tasks: Full CRUD across all streams and objectives.
  • Defects: Full CRUD.
  • Ability to leave comments on all entities across all streams.

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2. Shared (Not Assigned to Any Specific Stream)

• Overview: This role has broad access to project data but does not control core company settings or member management. It is suitable for users who need an overview of projects without full administrative control.

• Permissions:

  • Billing: No access.
  • Company Settings: No access to Calendar, Integration, and Assignment Criteria.
  • Members Management: No access to member invitation, blocking/unblocking, access level changes, or skills management.
  • Skills: No access.
  • Quality Control: No access.
  • Streams: Read-only access to all company streams.
  • Objectives: Full CRUD across all streams.
  • Iterations: Full CRUD across all streams.
  • Tasks: Full CRUD across all streams and objectives.
  • Defects: Full CRUD.

• Additional Capabilities:

  • View-only access to all reporting screens across all streams.
  • Ability to leave comments on all entities across all streams.

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3. Members (Assigned to a Specific Stream)

• Overview: Members are stream-specific participants. They have focused access, primarily within their assigned streams, with limited ability to view broader company data.

• Permissions:

  • Billing: No access.
  • Company Settings: No access to Calendar, Integration, and Assignment Criteria.
  • Members Management: No access to member invitation, blocking/unblocking, access level changes, or skills management.
  • Skills: No access.
  • Quality Control: No access.
  • Streams: Read-only access to streams they are assigned to.
  • Objectives: Full CRUD within assigned streams.
  • Iterations: Full CRUD within assigned streams.
  • Tasks:
    • Full CRUD on tasks within their assigned objectives.
    • Read-only access to predecessors and successors in other streams (access includes task and objective detail pages, and displays the related stream and objective cards with detailed information).
  • Defects: Full CRUD within assigned streams.

• Additional Capabilities:

  • View-only access to all reporting screens within assigned streams.
  • Ability to leave comments on all entities within assigned streams.