The ability of a Changepoint PPM (enterprise) user to access features and perform actions depends on the permissions and settings the user has been given. Those permissions and settings are based on the roles the user is assigned.

Every enterprise user is assigned two types of roles, an enterprise role, and one or more workspace roles.

Each user has one (and only one) enterprise role. Enterprise roles are based on predefined user profiles.These profiles serve as templates for roles and cannot be modified.

User Profiles

There are six PPM user profiles, each with its own predefined permissions. These profiles cannot be changed or deleted. Each profile serves as a template for one (or more) enterprise roles, defining the maximum extent of settings and permissions possible for the role(s) based on that profile.

Enterprise Roles

A user's enterprise role is set by the administrator when a user is added to PPM. This enterprise role determines what types of tasks you can perform in PPM, including administrative tasks and executive tasks. To view the default roles and permissions associated with each enterprise profile, see Default PPM Enterprise Profiles and Roles.

Enterprise roles are based on predefined User Profiles which define the default settings and maximum extent of the enterprise roles. Every enterprise includes 6 predefined user profiles: Administrator, Executive, Resource Manager, Project Manager, Team Member and Guest.

An enterprise role can have fewer permissions than the profile on which it is based, but it cannot have more permissions than the profile. To create a role with fewer permissions than the profile on which it is based, the administrator could either edit the default role to remove permissions, or create a new role from the profile and remove some of the permissions. For details, see Creating a Custom Enterprise Role and Editing Enterprise Roles.

• Enterprise roles control a user's ability to perform enterprise-wide administrative actions such as creating new users and managing templates, as well as determining application permissions and default settings.
• Enterprise roles control a user's access to global applications (global tabs) such as Reports, Projects, and Executive.
• Every user has a single enterprise role which is assigned by the administrator when the user is added to the system.
• Roles increase in levels of permissions from the most restricted (Guest) up to Administrator which allows full access to all features and functionality. In order of permission level, the default enterprise roles are:
   
• Guest
• Team Member
• Project Manager
• Resource Manager
• Executive
• Administrator

Workspace Roles

Workspace roles are specific to individual workspaces and determine what actions a user can perform in a workspace. Your workspace role is assigned by the person (usually the project manager) who adds you to a workspace as a team member.

You may have more than one workspace role if you belong to more than one workspace. Your workspace role does not have to match your enterprise role.

For example: If your role in a workspace is Member, you may be able to view all documents that have been added to the workspace, but only edit and delete documents that you have created. In contrast, a someone with a role of Manager might be able to view, edit, and delete any of the workspace documents.

For more information and to view default roles and permissions associated with each workspace type, see Default Workspace Roles.

Note: Default roles and permissions may be changed and additional roles created by the administrator.

Copyright © 2018 Daptiv Solutions, LLC. All Rights Reserved