User roles
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:
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
- clicking on the button
- entering a name for role and adding notes, if necessary.
- clicking on Save.
