Project Roles and Access

Roles are used to grant permissions to users to provide access to a project and to perform specific tasks within a project.

Users are unable to see projects until they have been given a role within a project by an owner.

There are three roles being used in the tool.

Role
Description

Owner

An owner has full permissions within a project. They are able to completely manage project membership and project workflow. A project must have at least one owner.

Member

A member has some permissions within a project. They are able to manage their own workflow within a project

Guest

A guest has limited permissions within a project. They have read access to the project and are unable to manage any workflow. They can only complete tasks that are assigned to them by the owner(s)

Role permissions

Project membership management
Owner
Member
Guest

Adding or removing users from a project

Yes

No

No

Assigning roles to users in a project

Yes

No

No

Tasking actions
Owner
Member
Guest

Create tasks for any user in project

Yes

No

No

Create tasks for self

Yes

Yes

No

Be an assignee for a task

Yes

Yes

Yes

Create tasks to re-allocate rows that have already been allocated to a user for the same task type/action

Yes

No

No

Create tasks to allow same user to author and review the same row

Yes

No

No

Complete a task assigned to self

Yes

Yes

Yes

Cancel a task assigned to self

Yes

Yes

Yes

Cancel a task assigned to any user in project

Yes

No

No

Other actions
Owner
Member
Guest

Author actions within an assigned author task

Yes

Yes

Yes

Author actions outside of an assigned author task

Yes - limited through bulk edit

No

No

Review actions within an assigned review task

Yes

Yes

Yes

Review actions outside of an assigned review task

Yes - limited through bulk edit

No

No

Create new version of a map within a project, update source and/or target scopes

Yes

No

No

Export map

Yes

Yes

Yes

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