Roles
As of 0.7, xplanner has 4 roles. These roles have a scope, either Project or Global:
- Project scope: A user will be granted permission only on projects where that user has the role
- Global scope: A user is granted the role permissions on all projects
There are 2 types of information in xplanner from a security point of view:
- Project elements
- Users and Roles
Both types are managed differently
| Role | Scope | Project rights | User rights |
|---|---|---|---|
| Viewer | Project | Readonly access to anything contained in that project | Modify own profile |
| Editor | Project | Same as Viewer + can modify anything the Viewer can read | Same as Viewer |
| Admin | Project | Same as Editor | Can assign roles to people on that project + Can add people |
| Sysadmin | Global | Admin of all projects + Can create projects | Same as Admin |
How to get started
- Somebody will ask the Sysadmin to create a project. The information necessary to create a project is
- Name of project
- Name of the Admin
- The Sysadmin will create the project and assign its Admin. If the Admin was not already a user, he will create it as well.
- The Sysadmin will notify the Admin of his new project
- The Admin will then create new users for each team members and assign them roles. Usually any active member of the team (Customer, Developer, Tester, Manager...) will get Editor. Anybody else that is interested in the project may get a Viewer access.
- The Admin notify the team members.
- All Editors can start updating the project
