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User Roles and Access Privileges

  Portal Owner Admin Manager Employee Contractor Client Viewer Follower

Project Dashboard

DashBoard
Feed
Smart Add (Status/Task/Milestone/Document/Forum/Bug)
View Other's Status
Add comment to own status/task
Add comment to other's status/task
Resolve a bug via feeds
Feed-Other Actions-Feed/Status/Announcements/Forums/Documents
Feed-Other Actions-Activity Stream
Project Email Alias
Project progress
Project Overview

Tasks

Views (Classic, Plain, Dependency and Kanban)
New task
New tasklist
Export task
Reorder tasklist
Customize column
Filter:(Status, Owner, Priority, Time, Created By, Milestone, Closed Tasklist)

Task Operations

Edit/Modify own/others' unassigned Tasks
Edit/Modify tasks assigned by you to others
Edit/Modify tasks assigned to you by others
Edit/Modify tasks created by and assigned to "others"
Delete own/others' unassigned tasks
Delete your(own) tasks that you assign to others
Delete others' task assigned to You
Delete others' task assigned to others
Add comment to a task
View own/others' comments
Edit/Delete own comment
Edit/Delete others' comment
Add subtask to a task
Add log-hours to own/unassigned task
Add log-hours to others task
Associate documents to a task
Associate forums to a task
Add followers to a task / follow others task
Add comment to a task via Email

Task Classic View

Create New Tasklist/Milestone
Create New Tasklist/Milestone
Choose from template while adding new Tasklist
Add New Tasklist (Internal)
Add New Tasklist(External)
Edit Tasklist
Copy Tasks in a Tasklist
Move Tasklist
Make a Tasklist as Template
Delete Tasklist
Chart View of Tasklist
Reorder Tasks

Reports & Gantt charts

Chronology Gantt
Milestone Gantt
Resource Utilization
Task Reports
Planned vs Actual

Bugs

Bug Reports
Bug Settings
Changesets
Report a new Bug when there is no bug
Submit a Bug - Internal
Submit a Bug - External
Export Bugs - External
Export Bugs - Internal
Customize Column
Filters and Total Count
Bug Owner: Add comment(Gear menu)
Bug Owner: Edit Bug
External bugs
Bug Owner: Delete Bug
Bug Reporter Bug Reporter Bug Reporter
Bug Owner: Move Bug
Bug Reporter Bug Reporter Bug Reporter
Bug Owner: Clone Bug
Bug Reporter Bug Reporter Bug Reporter
Bug Owner: View Description
Bug Owner: Resolve Bug
Bug Assignee Bug Assignee Bug Assignee
Bug Owner: Edit Bug's Title
Bug Reporter Bug Reporter Bug Reporter
Bug Owner: Add Comment
External bugs
Bug Owner: Change Assignee
External bugs
Bug Owner: Edit Bug fields
Assigned or unassigned Assigned or unassigned Assigned or unassigned
Bug Owner: Follow a Bug
Bug Owner: Add Log Hours
Bug Assignee Bug Assignee Bug Assignee
Bug Assignee: Add comment(Gear menu)
Bug Assignee: Edit Bug
External bugs
Bug Assignee: Delete Bug
Bug Reporter Bug Reporter Bug Reporter
Bug Assignee: Move Bug
Bug Reporter Bug Reporter Bug Reporter
Bug Assignee: Clone Bug
Bug Reporter Bug Reporter Bug Reporter
Bug Assignee: View Description
Bug Assignee: Resolve Bug
Bug Assignee: Edit Bug's Title
Bug Reporter Bug Reporter Bug Reporter
Bug Assignee: Add Comment
External bugs
Bug Assignee: Change Assignee
External bugs
Bug Assignee: Edit Bug fields
Assigned or unassigned Assigned or unassigned Assigned or unassigned
Bug Assignee: Follow a Bug
Bug Assignee: Add Log Hours
Bug Assignee: Add Bug via Mail
Bug Assignee: Create Custom View

Bug Reports and Settings

Bug Reports: Filter by All Bugs/Open/Closed Bugs
Configuration: Update Bug Prefix
Configuration: Client Permissions
Configuration: Email Settings
Task
Status & Workflow: Add Status
Status & Workflow: Edit Status
Status & Workflow: Delete Status
Web to Bugform
Link Bugs: Add Link Type
Link Bugs: Enable
Link Bugs: Disable / Deactivate
Fields: Edit/Reorder Default Bug Fields
Fields: Add Custom Field
Email Templates: Add / Edit / Delete Email Template
Notification: Enable / Disable
Notification: Set notification
Business Rules
Webhooks

Milestones

Add New Milestone (Internal)
Add New Milestone (External)
View Milestone (Internal)
View Milestone (External)
Assign Milestone to Others
Edit/Complete/Delete own Milestone
Edit/Complete/Delete other's Milestone
Follow Other's Milestone
Follow Own Milestone
Reorder Milestone
Filter: (Owner, Status)
Export to PDF

Documents

Documents Views ( List and Thumbnail )
Preview Images
DropBox Synchronization - Integrations
Create a new Document
Share a document
Edit the document
Add/View ( Tag / Comment)
Delete Own comment
Delete Others' Comment
Upload new version
Rename the document
Move the document to Trash
Upload Files
Upload Folder
Upload from Cloud
Create/Edit/Delete ( New Folder, Sub Folder)
Upload Document via mail
View Images
View Show Info
Download the Document

Timesheet

Views ( List, Calendar and Grid )
Timesheet Reports
Log Time ( Daily / Weekly )
Export Timesheet ( .xls/.csv / pdf file format)
Group (By Date / User)
Reports By ( Projects / Clients )
Create Invoice
Edit/Delete Own Timesheet log
Edit/Delete Others' Timesheet log
View/Update Timesheet Billing Status in Portal settings
View/Update Timesheet Approval Process in Portal settings
Approve Timesheet log-hours
Edit Approved log-hours
Bulk Update Approvals
Timesheet Pending Approval count in module tab icon
Edit other owner's log time entry from task/bug/timesheet
Edit their own log time entry from Task/Bug/Timesheet before approval

Invoices & Expenses

Invoice & Books Activation permission
Invoice & Expenses tab
If authorized If authorized
Add Invoice
If authorized If authorized
Add Expenses
If authorized If authorized
Edit/Delete Invoice & Expenses
If authorized If authorized
Edit/Delete other user Invoice & Expenses
If authorized If authorized

Able to view Invoice detail page in Time-sheet list view & Task & Bug detail page

If authorized If authorized
Able to view Invoice detail page in Mytime-sheet tab
If authorized If authorized
Add invoice for Expenses
If authorized If authorized

Forums

Views ( List / Expand )
New Post ( Forum / Sticky / Announcement )
Associate an attachment
Send specific notification to users
Add New Category
Edit/Delete Existing Category
Expand View:Edit/Delete Own Forum
Expand View: Edit/Delete Other's Forum
Expand View:Add Comment to a Forum
Expand View:Edit/Delete Own Comment
Expand View:Edit/Delete Other's Comment

Pages

Create/Add/Edit ( Page, Sub page, Attachment, Comments)
Quick Search for a page
Navigate Page/Sitemap
Drag and Drop Pages in Sitemap
Edit/Delete own Comment
Edit/Delete Other's Comment
Page Options (Save as, Print Preview, Rename, Modify URL, Delete )
Page Options: Remove an attachment

Chat

Add New Topic
Join a Topic (Public)
Join a Topic (Private)
Send text messages with smileys
Send attachments
Archived Chats
Note: 1) Only the topic owner can archive chats.2) In Private chat the topic owner can add selected users.

Users

View Project Users
View Client Users
Add Project Users
Import Users (from CRM)
Send Message
Add Client Users
Edit Own Profile
Edit Other's Profile
View User Summary
Delete Client Comapny
Delete Client User
Change Primary Client

Project Settings

Organize Tabs (Enable/ Disable)
Organize Tabs(Reorder)
Customize Tabs for Client
Edit Mail Alias
Edit Project
Edit Service Hooks

Home

Feed
Projects
My ( Tasks, Bugs, Calendar, Timesheet)
Task Templates
Global Reports
Settings
All Users
Upgrade/Billing
Smart Add ( Status, Task, Milestone, Document, Forum, Event, Bug )

Portal Owner

Portal Owner (Administrator) is the one who has all the privileges of administrator with additional permission to access upgrade/billing process, change portal url and owner.
Note : There can be only one portal administrator per portal.

Administrator

Administrator is the one who has all privileges at the portal level like add projects, add/remove users, upload/edit/delete files, create folders, add/edit/delete tasks, subtasks, milestones, create forum topics and schedule meetings.

Manager

A Manager has all privileges at the project level like add projects, add/remove users, upload/edit/delete files, create folders, add/edit/delete tasks, subtasks, milestones, create forum topics and schedule meetings.

Employee

Employee is a normal user who works for the project with limited privileges like view milestones, add/edit tasks, upload files in a project, post a topic in forums.

Contractor

Contractor is the one who works in a project for a specified period of time. After the expiry of the contract period the administrator will revoke their access for the project.

Client User

A company or organization for whom the projects are done. Example: Bowman Furnitures. A user who has access to see the progress of a project from the client company, Eg : mark@bowman.com.
Client user can add tasks, view milestones, upload files and actively participate in forum discussions.