User rolesΒΆ

RIS provides seven predefined user roles to work with user management, project portfolio, resource pool and additional modules such as iCalendar.

  • Super Administrator
  • RIS Administrator
  • Client Administrator
  • Project manager
  • Project user
  • iCalendar user
  • Timeline user

The user roles define rights for Folder independent activities such as user management, and working with portfolio and the resource pool.

In the menu item Administration/User roles you can observe and define, what activities with assigned user role are available.

To work with Rillsoft Project is at least required access right to user roles:

  • Read resource pool

All possible actions can be distributed according to the following groups.

User management

  • change client - change client
  • client share - a link between a client and users

Caution! If a user has no access for a client, he cannot open and edit resource pools or projects of this client in Rillsoft Project.

  • create user
  • change user
  • delete user
  • change organization chart
  • manage user rights
  • assign personnel resources
  • create roles
  • change roles
  • delete roles
  • access rights for user roles
  • access rights for directory roles
  • manage licenses
  • unlock license
  • manage e-mail templates
  • sent e-mail
  • Redmine synchronization
  • SAP synchronization
  • LDAP synchronization

Work with Portfolio

  • read portfolio
  • create portfolio
  • change portfolio
  • delete portfolio
  • create cross-project links
  • change cross-project links
  • delete cross-project links

Manage Resource Pool

  • read resource pool
  • change resource pool
  • lock resource pool
  • unlock resource pool
  • enter vacation planning
  • accept vacation planning

Vacation planning

  • change vacation account
  • enter vacation
  • share vacation
  • cancel vacation
  • enter sick leave

Work with additional modules iCalendar and Timeline

  • read user info
  • read info of subordinate users
  • read client info
  • read project info
  • read portfolio info

New user roles

You can create a separate user role by

  1. clicking on the button image1
  2. entering a name for role and adding notes, if necessary.
  3. clicking on Save.