Manage User Permissions

Permissions give users privileges, such as access to pages. Permissions are assigned to user roles. Users receive permissions when they are assigned a user role.

When a permission is toggled off for a user role, users with that role will notice that the buttons, links and tabs associated with that permission are read-only, missing, or grayed out.

Manage Roles and Permissions August 1 2017

User roles marked with Blue I in permissions are part of Plutora’s system and can be edited but not deleted. They are:

  • Non-Registered Users: This role is assigned to non-registered Users accessing PIR Item secure URLs (from emails created by the Email Template Wizard).
    • Currently, this role only contains user permissions for PIR Item Impacts, Actions, Root Causes, and Preventative Measures.
    • The Non-Registered Users role will eventually be extended to cover other parts of Plutora.
  • Super Admin: The administrator role. This role typically has all the user permissions.
  • Technology Manager: The next role level below Super Admin.
  • SSO Requester: This role is automatically assigned to new SSO users.

To manage User Roles:

  1. Add or Edit:
    1. Add: Click Add Role.
      Edit: Double-click Role Name.
    2. Type the Role Name.
    3. Double click the Role Description field and type the role description.
    4. Click to select the Team Member Role checkbox if the role is associated with Initiative Management module Teams.
    5. Click Save on the left-hand panel.
  2. Delete:
    1. Click to select the role.
      User roles marked withBlue I in permissions cannot be deleted.
    2. Click Remove Role.

To manage the permissions associated with User Roles:

  1. Go to Settings > User Management.
  2. Click Manage Permissions.
  3. Click to select the role. For example, Super Admin.
  4. Assign permissions by clicking to check or uncheck the permission checkboxes in the two columns.
    • My Portfolio Association – Assigns the permission only for items (Releases and so on) within and below the user’s organization group.
    • All Portfolio Associations – Assigns the permission for items belonging to all organization groups.
  5. Click Save & Close.

 


To assign a user role, and its permissions, to a user:

  1. Go to Settings > User Management.
  2. Click to select the user.
    The Edit User Pop Up opens.
  3. Choose a role from the Role drop down menu.
  4. Click Save & Close.

 

 

Change Manager
Allows users to view the Change page link in the navigation menu:
Releases > Change

Note: The Change page can also be called Production Incident, or another menu label selected by the company. See Menu Label Customization.

Create Change
Allows users to add a Change on the Change page by clicking the Quick Add or Add buttons or by selecting Duplicate from the Action drop down menu:
Releases > Change

Delete Change
Allows users to delete a Change on the Change page by clicking the Delete button:
Releases > Change

Update Change
Allows users to update a Change on the Change page by clicking the Save or Save & Close buttons. Also allows users to add, edit or delete Linked Changes:
Releases > Change

Create/Delete Change Public Query Builder
Allows users to create or delete a public query in Query Builder by clicking the Save Query or Delete Saved Query buttons.

Lock Change
Allows users to lock or unlock a Change record by clicking the padlock icon at the top of the Change pop up.

Deployment Manager
Allows users to view the Deployment drop down menu in the navigation menu:
Deployment > Deployment Plan

View Deployment Manager
Allows users to view the Deployment drop down menu in the navigation menu:
Deployment > Deployment Plan

Create/Delete Deployment Plan Public Query Builder
Allows users to create or delete a public query in Query Builder by clicking the Save Query or Delete Saved Query buttons.

Master Deployment Plan
Allow users to create, edit, progress and regress, and add Stakeholders to Master Deployment Plans.

Create Master Deployment Plan
Allows users to create or duplicate a Master Deployment Plan on the Deployment Plan Library page:
Deployment > Deployment Plan

Delete Master Deployment Plan
Allows users to delete a Master Deployment Plan on the Deployment Plan Library page by clicking the Delete button:
Deployment > Deployment Plan

Delete Master Deployment Plan in Completed State
Allows users to delete a completed Master Deployment Plan on the Deployment Plan page by clicking the Delete button:
Deployment > Deployment Plan

Update Master Deployment Plan
Allows users to update a Master Deployment Plan on the Deployment Plan Library page by clicking the Save or the Save & Exit buttons:
Deployment > Deployment Plan

Update Master Deployment Plan in Approved and Execution Mode
Allows users to update a Master Deployment Plan on the Deployment Plan Library page by clicking the Save or the Save & Exit buttons:
Deployment > Deployment Plan

Progress/Regress Master Deployment Plan
Allows users to move a Master Deployment Plan forward or back a step. For example, from Execution to Completed:
Deployment > Deployment Plan

Update Revised Start/End Time
Allows users to enter the revised start and end times for Deployment Activities on the Deployment Plan Library page.

Add Stakeholder-Only User
Allows users to add a Stakeholder-Only user, who does not have a Plutora account, to Deployment Plans:
Deployment > Deployment Plan > Add Stakeholder-Only User button

Deployment Plan
Allow users to create, edit, progress and regress, and add Stakeholders to Deployment Plans.

Create Deployment Plan
Allows users to create or duplicate a Deployment Plan on the Deployment Plan Library page:
Deployment > Deployment Plan

Delete Deployment Plan
Allows users to delete a Deployment Plan on the Deployment Plan Library page by clicking the Delete button:
Deployment > Deployment Plan

Delete Deployment Plan in Completed State
Allows users to delete a completed Deployment Plan on the Deployment Plan page by clicking the Delete button:
Deployment > Deployment Plan

Update Deployment Plan
Allows users to update a Deployment Plan on the Deployment Plan Library page by clicking the Save or the Save & Exit buttons:
Deployment > Deployment Plan

Update Deployment Plan in Approved and Execution Mode
Allows users to update a Deployment Plan on the Deployment Plan Library page by clicking the Save or the Save & Exit buttons:
Deployment > Deployment Plan

Progress/Regress Deployment Plan
Allows users to move a Deployment Plan forward or back a step. For example, from Execution to Completed:
Deployment > Deployment Plan

Update Revised Start/End Time
Allows users to enter the revised start and end times for Deployment Activities on the Deployment Plan Library page.

Toggle Broadcasting in Execution Mode
Allows users to use the Broadcasting panel on the Deployment Plan page:
Deployment > Deployment Plan

Send Ad-Hoc Broadcast Alerts
Allows users to send Ad-Hoc Broadcast Alerts by clicking on the Alert Now button in the Broadcasting panel on the Deployment Plan page:
Deployment > Deployment Plan

Add Stakeholder-Only User
Allows users to add a Stakeholder-Only user, who does not have a Plutora account, to Deployment Plans:
Deployment > Deployment Plan > Add Stakeholder-Only User button

Environment Manager
Allows users to view the Environments drop down menu in the navigation menu:
Environments > Environments

View Environment Manager
Allows users to view the Environments drop down menu in the navigation menu:
Environments > Environments

Restrict Site-Wide View of Environments
Click to select the My Portfolio Association checkbox to restrict users to viewing and booking Environments and Environment Groups, with the same Portfolio Association as the user. (Environments do not have a direct Portfolio Association but inherit it from their associated System.) This restriction applies everywhere in Plutora, except Environment Map and View Environment Stack. Select the All Portfolio Associations checkbox to allow users to see all Environments and Environment groups.

Approve Environment Allocation in Scheduler
Allows users to approve Environment Allocations in Environment Schedule by clicking to open the Environment Allocation, then clicking the Approved checkbox in the View/Edit My Environment Booking pop up:
Environments > Environments

Create Environment Allocation in Scheduler
Allows users to create a new Environment Allocation in Environment Schedule by clicking and dragging inside the schedule area. Under Switch to > Conflict View or Environment Group View this will open the Edit TEBR Pop Up. Under Switch to > Project View this will open the New Booking pop up:
Environments > Environments

Delete Environment Allocation in Scheduler
Allows users to delete an Environmental Allocation in the Environment Schedule by double clicking the Environment Allocation then clicking the Delete button in the View/Edit Environment Booking Pop Up:
Environments > Environments

Delete Public Scheduler Filters
Allows users to delete a Public Schedule filter in the Environment Schedule’s Load Filter pop up by clicking the Delete button:
Environments > Environments

Create Environments
Allows users to add a new Environment by clicking the Add New Environment button or by selecting Duplicate Environment from the Action drop down menu:
Environments > Environments

Delete Environments
Allows users to delete an Environment by clicking the Delete button:
Environments > Environments

Update Environments
Allows users to update an Environment by clicking the Save or Save & Close buttons:
Environments > Environments

Create Environment Booking Request
Allows users to add a new Environment Booking Request in one of the following ways:

  1. Selecting Environment > New TEBR from the navigation menu.
  2. While adding or editing a Release.
  3. Clicking the TEBR button on the Environment Requests page.
  4. Selecting Duplicate from the Action drop down menu under the TEBR tab on the Environment Requests page, after selecting a TEBR to duplicate.
  5. Left clicking and dragging your mouse cursor along the timeline of the Environment Schedule under Switch to > Conflict View or Environment Group View. This will open the Edit TEBR pop up.

Delete Environment Booking Request
Allows users to delete an Environment Booking Request on the Edit Test Environment Booking Request pop up by clicking the Delete button:
Environments > Environment Requests > TEBR

Update Environment Booking Request
Allows users to update an Environment Booking Request (with or without a release) on the Edit Test Environment Booking Request pop up by clicking the Save or Save & Close buttons:
Environments > Environment Requests > TEBR

Create Environment Change Request
Allows users to add a new Environment Change Request in one of the following ways:

  1. Selecting Environment > Environment Requests > New TECR from the navigation menu.
  2. Clicking the TECR button on the Environment Requests page.
  3. Selecting Duplicate from the Action drop down menu under the TECR tab on the Environment Requests page, after selecting a TECR to duplicate.
  4. Clicking the wrench button Wrench on the Environment Schedule under Switch to > Conflict View, Project View or Environment Group View, then left clicking and dragging your mouse cursor along the TECR row timeline. This will open the Add A New TECR pop up for the dates selected.

Delete Environment Change Request
Allows users to delete an Environment Change Request by clicking the Delete button on the Edit ECR Pop Up:
Environments > Environment Requests > TECR

Update Environment Change Request
Allows users to update an Environment Change Request by clicking the Save or Save & Close buttons on the Edit ECR Pop Up:
Environments > Environment Requests > TECR

Bulk Update Environment Change Request
Allows users to select Bulk Update from the Action drop down menu under the TECR tab when multiple environment checkboxes are checked on the Environment Requests page:
Environments > Environment Requests > TECR

Enable ECR Maintenance Bench
Allows users to view the TECR Maintenance Bench by clicking the TECR Maintenance Bench button on the Environment Requests page or from the navigation menu:
Environments > TECR Maintenance Bench

Create/Delete Environment Public Query Builder
Allows users to create or delete a public query in Query Builder by clicking the Save Query or Delete Saved Query buttons.

Insights Manager
Allows users to view the Insights page in the navigation menu:
Dashboard > Insights

View Insights
Allows users to view the Insights Dashboard page in the navigation menu:
Dashboard > Insights

Send Ad-Hoc Alerts
Allow users to click the Send Alert “Assigned to” button and send ad-hoc email alerts in the Activities Summary and Progress Pop Up in Insights Dashboard:
Dashboard > Insights

Force ‘I’m a Stakeholder for’ View
Users will see the Releases they are a Stakeholder for when they open Insights Dashboard:
Dashboard > Insights

Post Implementation Review
Allows users to view the PIR drop down menu in the navigation menu:
PIR > PIR Manager

View Post Implementation Review
Allows users to view the PIR drop down menu in the navigation menu:
PIR > PIR Manager

Create PIR
Allows users to add a Post Implementation Review on the Post Implementation Review page by clicking the Create New button:
PIR > PIR Manager

Update PIR
Allows users to update a Post Implementation Review on the Post Implementation Review page by clicking Save or Save & Close:
PIR > PIR Manager

Delete PIR
Allows users to delete a PIR on the PIR Item Pop Up by clicking the Delete button:
PIR > PIR Manager

Create PIR Item
Allows users to add a Post Implementation Review item on the Post Implementation Review page by clicking the Create New button:
PIR > PIR Manager

Update PIR Item
Allows users to update a Post Implementation Review item on the Post Implementation Review page by clicking the Save or the Save & Close button:
PIR > PIR Manager

Delete PIR Item
Allows users to delete a PIR item on the Post Implementation Review page by clicking the Delete button:
PIR > PIR Manager

Root Cause Analysis and Actions
Allows users to use the Root Cause Analysis and Actions area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Actions
Allows users to view and manage the Actions area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Create Action
Allows users to create Actions in the Actions area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Update Action
Allows users to update Actions in the Actions area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Delete Action
Allows users to delete Actions in the Actions area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Update Action Completed On
Allows users to update the Action Completed on field in the Actions area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Update Action Due Date
Allows users to update the Action Due Date in the Actions area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Preventative Measures
Allows users to view and manage the Preventative Measures area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Create Preventative Measure
Allows users to create Preventative Measures in the Preventative Measure area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Update Preventative Measure
Allows users to update Preventative Measures in the Preventative Measure area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Delete Preventative Measure
Allows users to delete Preventative Measures in the Preventative Measure area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Update Preventative Measure Completed
Allows users to update Preventative Measures in a completed state in the Preventative Measure area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Update Preventative Measure Due Date
Allows users to update Preventative Measure due dates in the Preventative Measure area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Root Causes
Allows users to view and manage the Root Causes area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Create Root Cause
Allows users to create Root Causes in the Root Cause area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Update Root Cause
Allows users to update Root Causes in the Root Cause area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Delete Root Cause
Allows users to delete Root Causes in the Root Cause area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Impacts
Allows users to view and manage the Impacts area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Create Impact
Allows users to create Impacts in the Impacts area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Update Impact
Allows users to update Impacts in the Impacts area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

Delete Impact
Allows users to delete Impacts in the Impacts area of the PIR Manager while adding or editing a PIR Item:
PIR > PIR Manager

PIR Template Administration
Will be implemented in future releases.

Create/Delete Post Implementation Review Public Query Builder
Allows users to create or delete a Post Implementation Review Public Query in Query Builder by clicking the Save Query or Delete Saved Query buttons.

Create/Delete Post Implementation Review Item Public Query Builder
Allows users to create or delete a Post Implementation Review Item Public Query in Query Builder by clicking the Save Query or Delete Saved Query buttons.

Release Manager
Allows users to view the Releases drop down menu in the navigation menu:
Releases > Release Manager

View Release Manager
Allows users to view the Releases drop down menu in the navigation menu:

Enterprise Release Manager
Allows users to edit Enterprise Releases.

Add Approvers to Gates
Allows users to add Approvers to Gates on the Gates and Approvals Visual View in Release Manager by clicking the Click here to Add stakeholder area:
Releases > Release Manager > Enterprise Releases

Delete Approvers from Gates
Allows users to delete Approvers from Gates on the Gates and Approvals Visual View in Release Manager by clicking the Remove button:
Releases > Release Manager > Enterprise Releases

Assign Environments to Enterprise Release
Allows users to drag and drop Environments in the Environments Tab of the View/Edit Enterprise Release Pop Ups:
Releases > Release Manager > Enterprise Releases

Assign Systems to Enterprise Release
Allows users to drag and drop Systems in the Systems Tab of the View/Edit Enterprise Release Pop Ups:
Releases > Release Manager > Enterprise Releases

Add/Update/Delete Events to Enterprise Releases Allows users to add, edit or delete events under the Events Tab on the View/Edit Enterprise Release Pop Ups:
Releases > Release Manager > Enterprise Releases

Create Enterprise Release
Allows users to create a new Enterprise Release on the Release Manager page by clicking the Add Enterprise Release button or by selecting Duplicate Release from the Action drop down menu when an Enterprise Release is selected:
Releases > Release Manager > Enterprise Releases

Delete Enterprise Release
Allows users to delete a Release in the View/Edit Release Pop Up by clicking the Delete button:
Releases > Release Manager > Enterprise Releases

Update Enterprise Release
Allows users to update an Enterprise Release in the View/Edit Release Pop Up by clicking the Save or Save & Close buttons:
Releases > Release Manager > Enterprise Releases

Update Release Intake Status
Allows users to update an Enterprise Release in the View/Edit Release Pop Up by clicking the Save or Save & Close buttons:
Releases > Release Manager > Enterprise Releases

Independent Release Manager
Allows users to edit Independent Releases.

Add Approvers to Gates
Allows users to add Approvers to Gates on the Gates and Approvals Visual View in Release Manager by clicking the Click here to Add stakeholder area:
Releases > Release Manager > Independent Releases

Delete Approvers from Gates
Allows users to delete Approvers from Gates on the Gates and Approvals Visual View in Release Manager by clicking the Remove button:
Releases > Release Manager > Independent Releases

Assign Changes to Independent Release
Allows users to drag and drop Changes in the Changes Tab of the View/Edit Independent Release Pop Ups:
Releases > Release Manager > Independent Releases

Assign Environments to Independent Release
Allows users to drag and drop Environments in the Environments Tab of the View/Edit Independent Release Pop Ups:
Releases > Release Manager > Independent Releases

Assign Systems to Independent Release
Allows users to drag and drop Systems in the Systems Tab of the View/Edit Independent Release Pop Ups:
Releases > Release Manager > Independent Releases

Add/Update/Delete Events to Independent Releases
Allows users to add, edit or delete events under the Events Tab on the View/Edit Independent Release Pop Ups:
Releases > Release Manager > Independent Releases

Create Independent Release
Allows users to create a new Independent Release on the Release Manager page by clicking the Add Independent Release button or by selecting Duplicate Release from the Action drop down menu when an Independent Release is selected:
Releases > Release Manager > Independent Releases

Delete Independent Release
Allows users to delete a Release in the View/Edit Release Pop Up by clicking the Delete button:
Releases > Release Manager > Independent Releases

Update Independent Release
Allows users to update an Independent Release in the View/Edit Release Pop Up by clicking the Save or Save & Close buttons:
Releases > Release Manager > Independent Releases

Project Release Manager
Allows users to edit Project Releases.

Add Approvers to Gates
Allows users to add Approvers to Gates on the Gates and Approvals Visual View in Release Manager by clicking the Click here to Add stakeholder area:
Releases > Release Manager > Project Releases

Delete Approvers from Gates
Allows users to delete Approvers from Gates on the Gates and Approvals Visual View in Release Manager by clicking the Remove button:
Releases > Release Manager > Project Releases

Assign Changes to Project Release
Allows users to drag and drop Changes in the Changes Tab of the View/Edit Project Release Pop Ups:
Releases > Release Manager > Project Releases

Assign Environments to Project Release
Allows users to drag and drop Environments in the Environments Tab of the View/Edit Project Release Pop Ups:
Releases > Release Manager > Project Releases

Assign Systems to Project Release
Allows users to drag and drop Systems in the Systems Tab of the View/Edit Project Release Pop Ups:
Releases > Release Manager > Project Releases

Add/Update/Delete Events to Project Releases
Allows users to add, edit or delete events under the Events Tab on the View/Edit Project Release Pop Ups:
Releases > Release Manager > Project Releases

Create Project Release
Allows users to create a new Project Release on the Release Manager page by selecting from the Add New drop down menu or by selecting Duplicate Release from the Action drop down menu:
Releases > Release Manager > Project Releases

Delete Project Release
Allows users to delete a Release in the View/Edit Release Pop Up by clicking the Delete button:
Releases > Release Manager > Project Releases

Update Project Release
Allows users to update a Project Release in the View/Edit Release Pop Up by clicking the Save or Save & Close buttons:
Releases > Release Manager > Project Releases

View Enterprise Release Tabs 
Allows administrators to hide tabs for users adding or editing an Enterprise Release:
Releases > Release Manager

View Additional Information Section 
Allows administrators to hide the Additional Information section for users adding or editing an Enterprise Release:
Releases > Release Manager

View Release Manifest Tab 
Allows administrators to hide the Release Manifest tab for users adding or editing an Enterprise Release:
Releases > Release Manager

View Systems Tab 
Allows administrators to hide the Systems tab for users adding or editing an Enterprise Release:
Releases > Release Manager

View Events Tab
Allows administrators to hide the Events tab for users adding or editing an Enterprise Release:
Releases > Release Manager

View Environments Tab 
Allows administrators to hide the Environments tab for users adding or editing an Enterprise Release:
Releases > Release Manager

View Stakeholders Tab 
Allows administrators to hide the Stakeholders tab for users adding or editing an Enterprise Release:
Releases > Release Manager

View Activities Tab 
Allows administrators to hide the Activities tab for users adding or editing an Enterprise Release:
Releases > Release Manager

View Linked Items Tab 
Allows administrators to hide the Linked Items tab for users adding or editing an Enterprise Release:
Releases > Release Manager

View Capacity Tab 
Allows administrators to hide the Capacity tab for users adding or editing an Enterprise Release:
Releases > Release Manager

View Comments Tab 
Allows administrators to hide the Comments tab for users adding or editing an Enterprise Release:
Releases > Release Manager

View Non-Enterprise Release Tabs 
Allows administrators to hide tabs for users adding or editing a Project or Independent Release:
Releases > Release Manager

View Additional Information Section 
Allows administrators to hide the Additional Information section for users adding or editing a Project or Independent Release:
Releases > Release Manager

View Systems Tab 
Allows administrators to hide the Systems tab for users adding or editing a Project or Independent Release:
Releases > Release Manager

View Changes Tab
Allows administrators to hide the Changes tab for users adding or editing a Project or Independent Release:
Releases > Release Manager

View Events Tab
Allows administrators to hide the Events tab for users adding or editing a Project or Independent Release:
Releases > Release Manager

View Environments Tab 
Allows administrators to hide the Environments tab for users adding or editing a Project or Independent Release:
Releases > Release Manager

View Stakeholders Tab 
Allows administrators to hide the Stakeholders tab for users adding or editing a Project or Independent Release:
Releases > Release Manager

View Activities Tab 
Allows administrators to hide the Activities tab for users adding or editing a Project or Independent Release:
Releases > Release Manager

View Linked Items Tab 
Allows administrators to hide the Linked Items tab in the Project or Independent Release Manager Pop Up:
Releases > Release Manager

View Capacity Tab 
Allows administrators to hide the Capacity tab for users adding or editing a Project or Independent Release:
Releases > Release Manager

View Comments Tab 
Allows administrators to hide the Comments tab for users adding or editing a Project or Independent Release:
Releases > Release Manager

Create Blockout Periods
Allows users to add a Blockout Period on the Blockout Periods page by selecting Duplicate Blockout Period from the Action drop down menu or clicking the Add Blockout Period button:
Releases > Blockout Periods

Delete Blockout Periods
Allows users to delete the selected Blockout Period in the Edit Blockout Period Pop Up by clicking the Delete button:
Releases > Blockout Periods

Update Blockout Periods
Allows users to edit Blockout Periods on the Blockout Periods page:
Releases > Blockout Periods

Update Release Capacity Thresholds
Allows users to update the numbers as well as the checkboxes states in the Thresholds grid, which is opened from:
Releases > Release Manager > Enterprise Release pop up > Capacity tab > Cog wheel-shaped button next to Thresholds > Capacity Management pop up

Create/Delete Release Public Query Builder
Allows users to create or delete a Release Public Query in Query Builder by clicking the Save Query or Delete Saved Query buttons.

Delete Public Schedule Filters
Allows users to delete Release Public Schedule Filters by clicking the Delete button.

Create/Delete Release Manifest Public Query Builder
Allows users to create or delete a public query in the Release Manifest tab Query Builder by clicking the Save Query or Delete Saved Query buttons:
Releases > Release Manager

Create/Delete Release Systems Public Query Builder
Allows users to create or delete a public query in the Enterprise, Project, and Independent Release pop up Systems tab Query Builder by clicking the Save Query or Delete Saved Query buttons:
Releases > Release Manager

Release Activities
Allows administrators to hide Release Activities from users in the View/Edit Enterprise, Independent and Project Release Pop Ups:
Releases > Release Manager

Create Activity
Allows users to create a new Activity or Criteria from the Activity Tab of the View/Edit Enterprise, Independent and Project Release Pop Ups by:

  • Selecting Activity or Criteria from the Add New drop down menu.
  • Selecting Import from Release and Import from XLS from the Import Activities drop down.
  • Selecting Duplicate Activities from the Action drop down menu.

Delete Activity
Allows users to delete an Activity or Criteria on the Activity Tab of the View/Edit Enterprise, Independent and Project Release Pop Ups by choosing Delete from the Action drop down menu:
Releases > Release Manager

Update Activity
Allows users to update an Activity or Criteria in the View/Edit Criteria Pop Up in the View/Edit Enterprise, Independent and Project Release Pop Ups by clicking the Save or Save & Close buttons:
Releases > Release Manager

Update Activity Release Framework
Allows users to select from the Enterprise, Child or Enterprise & Child framework tabs in the View/Edit Criteria Pop Up for Enterprise Releases, which is opened from:
Releases > Release Manager >  Enterprise Release pop up > Activities Tab > adding or opening criteria.

Update Activity Due Date
Allows users to click on and update the Due Date field in the View/Edit Activity or Criteria Pop Up in the View/Edit Enterprise, Independent and Project Release Pop Ups:
Releases > Release Manager

Reports Manager
Allows administrators to hide the reporting menu from users:
Reporting > Report Center

Report Manager
Allows administrators to hide the reporting menu from users:
Reporting > Report Center

View Report Manager
Allows users to view the Reporting drop down menu in the navigation menu:
Reporting > Report Center

View Report Manager (All Reports & Add Reports)
Allows users to view All Reports and Add Reports in the Report Center:
Reporting > Report Center

View Report Manager (Demo Reports)
Allows users to view Demo Reports in the Report Center:
Reporting > Report Center

View Report Manager (Public Reports)
Allows users to view Public Reports in Report Center:
Reporting > Report Center

View Folder Administration
View the company report folder administration pop up in Report Center:
Reporting > Report Center > White cogwheel icon on the company reports folder in the left-hand navigation panel.
Folder administration cogwheel red rectangle

Enable Public Reports URL
Allow users to click the View Public URL button and create a report link:
Reporting > Report Center

View Dashboard Manager
Allows users to view the Dashboard page link in the navigation menu:
Dashboard > Dashboard Manager

View Template Administration
Allows users to view the Dashboard Template Administration page link in the navigation menu:
Reporting > Administration > Dashboard

Create/Delete Public Folders
Allows users to add, delete and rename folders in Public Reports on the Report Center page by clicking on the cogwheel icon.

Create/Delete Public Reports
Allows users to save Reports as public by clicking on the Public button in Add Reports on the Report Center page. This permission also allows users to edit and delete reports in Public Reports on the Report Center page by clicking the edit (pen) or delete (red cross) buttons.

Site Administration
Gives users access to site settings:
Settings > Customization > Site Settings

Access Customizations
Allows users to view the Customization link in the navigation menu:
Settings > Customization

Access Organization Setup
Allows users to view the Organization Structure page link in the navigation menu:
Settings > Organization Structure

User Management
Allows administrators to hide the User Management page in the navigation menu:
Settings > User Management

Create Users
Allows users to add user accounts on the User Management page by clicking the Add New User button:
Settings > User Management

Update Users
Allows users to update user accounts on the User Management page by clicking the Save or Save & Close buttons in the Edit User pop up:
Settings > User Management

Delete Users
Allows users to delete user accounts on the User Management page by clicking the Delete button:
Settings > User Management

Bulk Import
Allows administrators to hide the Bulk Import page in the navigation menu:
Settings > Bulk Import


System Manager
Allows administrators to hide the Systems page in the navigation menu:
Environments > Systems

Create System
Allows users to add a new System by:

  • Clicking the Add System button on the Systems page.
  • Clicking the checkbox of a System and then clicking Duplicate System in the Action drop down menu on the Systems page.

Delete System
Allows users to delete a System by clicking the Delete button on the View/Edit System Details Pop Up:
Environments > Systems

Update System
Allows users to update a System on the View/Edit System Details Pop Up by clicking the Save or Save & Close buttons:
Environments > Systems

Create/Delete System Public Query Builder
Allows users to create or delete a System Public Query in Query Builder by clicking the Save Query or Delete Saved Query buttons.

Create/Delete Release Systems Public Query Builder
Allows users to create or delete a public query in the Query Builder of the Systems tab of Enterprise, Project, and Independent Releases by clicking the Save Query or Delete Saved Query buttons:
Releases > Release Manager


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