Project | Settings

Participants & Roles

Under Participants and Roles, all roles and their associated participants are displayed.

Participants

To add a participant, select Add Person (1) for the desired role. You can then choose a person from existing users or invite a new person. People in roles with edit/create permissions each require a license.

The License (2) field shows which license a person has. People with a Read-Only license cannot create or edit documents or processes. To create or edit, they need a license under Administrator | Users & Licenses.

Via the three dots (3), a person's role can be changed, the person can be removed, or if the invitation is still pending, the invitation can be resent.

Roles

By default, three roles are available:

• Manager | Full access to project and administration Documents: Read, Edit, Create, Share, Full Access Process: Read, Edit, Adjust Contributors, Create, Create from Template, Correct Custom Fields, Full Access Process Templates: Read, Edit, Create, Full Access Project Settings: Update Project, Manage Roles, Invite Members, Update Members, Remove Members
• Member | Active collaboration in the project Documents: Read, Edit, Create, Share Process: Read, Edit, Adjust Contributors, Create, Create from Template Process Templates: Read, Edit, Create
• Viewer | Read-only access Documents: Read Process: Read Process Templates: Read

In the top right, a role can be imported from templates (1) or a new role (2) can be created with the desired permissions. Created roles can be edited (3) at any time.

Default roles cannot be edited. New role templates must be created by a company admin.

When a new role is created or an existing role is edited, the name, description, and permissions per module can be configured. It is important to ensure that permissions are set correctly for each role, so that participants do not have too many or too few rights.

All Permissions activates all rights (Read, Edit, Delete, Create, Share, Full Access).

Function Settings

In the function settings, default filters for processes can be configured.

The Default View (1) defines the default filtering for processes. This setting applies to all project participants, unless a different configuration has been defined for a specific role.

A specific default filter (2) can be set for each role.

If a role-specific default filter has been set, it can be edited (3) or deleted (4). If the role-specific default filter is deleted, people in that role will see the general default view again.

Project Details