The following permissions apply to the multi-user versions of InLoox PM. Permissions for the actions listed can be assigned to users or roles.
Description |
Permission |
Restriction or Prerequisite |
---|---|---|
Create projects |
User has the right to create new projects. |
Only available with user-based permissions |
Create project request |
With this permission the user can add a new project request for the release, in case he does not have project permissions.
|
Prerequisites: InLoox PM Enterprise Server, no project permissions |
Release project request |
Right to release the created project requests. |
Prerequisites: InLoox PM Enterprise Server, project permissions |
Read projects |
|
None |
Access list |
Right to read the list of a project.
|
Prerequisite: Read projects |
Access mind maps |
Right to read all mind maps of a project.
|
Prerequisite: Read projects |
Access work packages |
Right to read all work packages in the project
|
Prerequisite: Read projects |
Access planning |
Right to read all planning elements of a project.
|
Prerequisite: Read projects |
Access time tracking |
Right to read all time tracking entries of a project
|
Prerequisite: Read projects |
Access own time tracking entries |
Right to read all own time tracking entries of a project.
|
Prerequisite: Read projects |
Access documents |
Right to open and read all documents of a project.
|
Prerequisite: Read projects |
Access budgets |
Right to read all budgets, budget positions and the budget overview of a project.
|
Prerequisite: Read projects |
Edit projects |
Project can be changed. This right is a prerequisite for all actions which allow users or roles to modify data. |
Prerequisite: Read projects |
Edit management |
Right to change the project master data on the Management page.
|
Prerequisite: Edit projects |
Edit project contacts |
Project contacts can be added, changed or deleted. It allows the user to control the roles of persons in a project.
|
Prerequisites:
|
Add project notes |
Allows you to create and change project comments on the Management page.
|
Prerequisites:
|
Access project notes |
Right to read other team members' project notes on the Management page. TIPP Please find more information on the topic of project notes in the Create and change comments section. |
Prerequisite:
|
Delete own project notes |
Allows you to remove your own project comments on the Management page, but not to remove other users' project comments. |
Prerequisites:
|
Lock projects |
Project can be locked for other users. Users without the respective permission may not edit locked projects and cannot remove the lock.
|
Prerequisites:
|
Edit list |
Right to modify the entries in the list of one project.
|
Prerequisite: Read projects |
Edit mind maps |
Allows adding, changing and deletion of all mind maps of a project.
|
Prerequisite: Edit projects |
Edit work packages |
This permission allows you to add, modify and remvoe work packages.
|
Prerequisite: Edit projects |
Edit planning |
Allows adding, changing and deletion of all planning elements of a project.
|
Prerequisite: Edit projects |
Edit time tracking |
Allows adding, changing and deletion of all time tracking entries of a project.
|
Prerequisite: Edit projects |
Edit own time tracking entries |
Allows adding, changing and deletion of own time tracking entries of a project.
|
Prerequisite: Edit projects |
Edit documents |
Allows adding, changing and deletion of all documents in the document list of a project.
|
Prerequisite: Edit projects |
Edit budgets |
Allows adding, changing and deletion of all budgets and budget assets of a project.
|
Prerequisite: Edit projects |
Delete projects |
Delete a project. |
None |
Create address books |
User has the right to create new address book.
|
None |
Read address books |
Access all address books. |
None |
Edit address books |
Allows modifying address books. |
Prerequisite: Read address books |
Read own address books |
Access own address books |
Prerequisite: Create adderss books |
Edit own address books |
Right to change own address books |
Prerequisites:
|
Delete own address books |
Allows to remove own address books and other users' address books. |
Prerequisites:
|
Use existing reports |
All reports can be used. The InLoox PM report generator filters the data for which the user does not have permission out of the report (e.g. if no right to read budgets has been granted, no budget data will be included in the exported reports.) |
None |
Create and edit report templates |
Allows the creation, changing and deletion of report templates.
|
Only available for user-based permissions |
Administrator |
Controls access to master data maintenance and administrator functions. These include the following menu commands in the InLoox PM Ribbon (in Outlook 2007 InLoox PM Toolbar) and Options:
|
Only available for user-based permissions |