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.
Article Contents
Manage User Roles
User roles marked with 
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:
- Add or Edit:
- Add: Click Add Role.
Edit: Double-click Role Name. - Type the Role Name.
- Double click the Role Description field and type the role description.
- Click to select the Team Member Role checkbox if the role is associated with Initiative Management module Teams.
- Click Save on the left-hand panel.
- Add: Click Add Role.
- Delete:
- Click to select the role.
User roles marked with
cannot be deleted. - Click Remove Role.
- Click to select the role.
Manage a User Role’s Permissions
To manage the permissions associated with User Roles:
- Go to Settings
> User Management. - Click Manage Permissions.
- Click to select the role. For example, Super Admin.
- 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.
- Click Save & Close.
Assign a Role to a User
To assign a user role, and its permissions, to a user:
- Go to Settings > User Management.
- Click to select the user.
The Edit User Pop Up opens. - Choose a role from the Role drop-down menu.
- Click Save & Close.
Full List of Available Permissions
Change Manager
Allows users to view the Change page link in the navigation menu:
Release > Change
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:
Release > Change
Delete Change
Allows users to delete a Change on the Change page by clicking the Delete button:
Release > 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:
Release > 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 > Manager
View Deployment Manager
Allows users to view the Deployment drop-down menu in the navigation menu:
Deployment > Manager
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 > Manager
Delete Master Deployment Plan
Allows users to delete a Master Deployment Plan on the Deployment Plan Library page by clicking the Delete button:
Deployment > Manager
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 > Manager
Update Master Deployment Plan in Draft Mode
Allows users to update a Master Deployment Plan in Draft mode on the Deployment Plan Library page by clicking the Save or the Save & Exit buttons:
Deployment > Manager
Update Master Deployment Plan in Approved and Execution Mode
Allows users to update a Master Deployment Plan in Approved or Execution mode on the Deployment Plan Library page by clicking the Save or the Save & Exit buttons:
Deployment > Manager
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 > Manager
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 > Manager > 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 > Manager
Delete Deployment Plan
Allows users to delete a Deployment Plan on the Deployment Plan Library page by clicking the Delete button:
Deployment > Manager
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 > Manager
Update Deployment Plan in Draft Mode
Allows users to update a draft Deployment Plan on the Deployment Plan Library page by clicking the Save or the Save & Exit buttons:
Deployment > Manager
Update Deployment Plan in Approved and Execution Mode
Allows users to update a Deployment Plan that has been Approved or is in Execution mode on the Deployment Plan Library page by clicking the Save or the Save & Exit buttons:
Deployment > Manager
Progress/Regress Deployment Plan
Allows users to move a Deployment Plan forward or back a step. For example, from Execution to Completed:
Deployment > Manager
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 > Manager
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 > Manager
Add Stakeholder-Only User
Allows users to add a Stakeholder-Only user, who does not have a Plutora account, to Deployment Plans:
Deployment > Manager > Add Stakeholder-Only User button
Environment Manager
Allows users to view the Environments drop-down menu in the navigation menu:
Environment > Manager
View Environment Manager
Allows users to view the Environments drop-down menu in the navigation menu:
Environment > Manager
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:
Environment > Manager
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:
Environment > Manager
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:
Environment > Manager
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:
Environment > Manager
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:
Environment > Manager
Delete Environments
Allows users to delete an Environment by clicking the Delete button:
Environment > Manager
Update Environments
Allows users to update an Environment by clicking the Save or Save & Close buttons:
Environment > Manager
Create Environment Booking Request
Allows users to add a new Environment Booking Request in one of the following ways:
- Selecting + New > Environment > TEBR from the navigation menu.
- While adding or editing a Release.
- Clicking the TEBR button on the Environment Requests page.
- Selecting Duplicate from the Action drop-down menu under the TEBR tab on the Environment Requests page, after selecting a TEBR to duplicate.
- 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:
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:
Environment > Requests > TEBR
Create Environment Change Request
Allows users to add a new Environment Change Request in one of the following ways:
- Selecting Environment > Requests > New TECR from the navigation menu.
- Clicking the TECR button on the Environment Requests page.
- Selecting Duplicate from the Action drop-down menu under the TECR tab on the Environment Requests page, after selecting a TECR to duplicate.
- Clicking the wrench button
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:
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:
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:
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.
Form Instances Manager
Allows users to manage IM Form Teams (Constructors) after clicking the Team (Constructions) button in the Form Builder Customization:
Settings 
> Customization > Form Builder
Create Team
Allows users to add a new a team by clicking + New Team.
Update Team
Allows users to update a team by clicking Save.
Delete Team
Allows users to delete a team by clicking the red trash bin
button.
Create Team (Restricted Access)
Allows users to add a new team at the level of the team they belong to or below by clicking + New Team.
Update Team (Restricted Access)
Allow users to update their own team or the teams that belong to their team by clicking Save.
Delete Team (Restricted Access)
Allows users to delete their own team or the teams that belong to their team clicking the red trash binbutton.
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 > Manager
View Post Implementation Review
Allows users to view the PIR drop-down menu in the navigation menu:
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 > Manager
Update PIR
Allows users to update a Post Implementation Review on the Post Implementation Review page by clicking Save or Save & Close:
PIR > Manager
Delete PIR
Allows users to delete a PIR on the PIR Item Pop Up by clicking the Delete button:
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 > 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 > Manager
Delete PIR Item
Allows users to delete a PIR item on the Post Implementation Review page by clicking the Delete button:
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 > Manager
Actions
Allows users to view and manage the Actions area of the PIR Manager while adding or editing a PIR Item:
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 > Manager
Update Action
Allows users to update Actions in the Actions area of the PIR Manager while adding or editing a PIR Item:
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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > 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 > Manager
Impacts
Allows users to view and manage the Impacts area of the PIR Manager while adding or editing a PIR Item:
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 > Manager
Update Impact
Allows users to update Impacts in the Impacts area of the PIR Manager while adding or editing a PIR Item:
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 > Manager
PIR Template Administration
Will be implemented in future releases.
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
Release > Manager > Project Releases
View Enterprise Release Tabs
Allows administrators to hide tabs for users adding or editing an Enterprise Release:
Release > Manager
View Additional Information Section
Allows administrators to hide the Additional Information section for users adding or editing an Enterprise Release:
Release > Manager
View Release Manifest Tab
Allows administrators to hide the Release Manifest tab for users adding or editing an Enterprise Release:
Release > Manager
View Systems Tab
Allows administrators to hide the Systems tab for users adding or editing an Enterprise Release:
Release > Manager
View Events Tab
Allows administrators to hide the Events tab for users adding or editing an Enterprise Release:
Release > Manager
View Environments Tab
Allows administrators to hide the Environments tab for users adding or editing an Enterprise Release:
Release > Manager
View Stakeholders Tab
Allows administrators to hide the Stakeholders tab for users adding or editing an Enterprise Release:
Release > Manager
View Activities Tab
Allows administrators to hide the Activities tab for users adding or editing an Enterprise Release:
Release > Manager
View Linked Items Tab
Allows administrators to hide the Linked Items tab for users adding or editing an Enterprise Release:
Release > Manager
View Capacity Tab
Allows administrators to hide the Capacity tab for users adding or editing an Enterprise Release:
Release > Manager
View Comments Tab
Allows administrators to hide the Comments tab for users adding or editing an Enterprise Release:
Release > Manager
View Non-Enterprise Release Tabs
Allows administrators to hide tabs for users adding or editing a Project or Independent Release:
Release > Manager
View Additional Information Section
Allows administrators to hide the Additional Information section for users adding or editing a Project or Independent Release:
Release > Manager
View Systems Tab
Allows administrators to hide the Systems tab for users adding or editing a Project or Independent Release:
Release > Manager
View Changes Tab
Allows administrators to hide the Changes tab for users adding or editing a Project or Independent Release:
Release > Manager
View Events Tab
Allows administrators to hide the Events tab for users adding or editing a Project or Independent Release:
Release > Manager
View Environments Tab
Allows administrators to hide the Environments tab for users adding or editing a Project or Independent Release:
Release > Manager
View Stakeholders Tab
Allows administrators to hide the Stakeholders tab for users adding or editing a Project or Independent Release:
Release > Manager
View Activities Tab
Allows administrators to hide the Activities tab for users adding or editing a Project or Independent Release:
Release > Manager
View Linked Items Tab
Allows administrators to hide the Linked Items tab in the Project or Independent Release Manager Pop Up:
Release > Manager
View Capacity Tab
Allows administrators to hide the Capacity tab for users adding or editing a Project or Independent Release:
Release > Manager
View Comments Tab
Allows administrators to hide the Comments tab for users adding or editing a Project or Independent Release:
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:
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:
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:
Release > Manager
Release Activities
Allows administrators to hide Release Activities from users in the View/Edit Enterprise, Independent and Project Release Pop Ups:
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:
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:
Release > Manager
Update Activity Release Framework
Allows users to select from the Enterprise, Child or Enterprise & Child framework tabs in the View/Edit Criteria or Activity Pop Up for Enterprise Releases, which is opened from:
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:
Release > Manager
Reports Analytics Manager
Analytics Admin: Gives users the same privileges as Analytics Analyst, plus the ability to create folders under the Shared Workbooks Project, and access to add, edit, and delete those folders and their contents. They cannot delete or rename Plutora-created projects (folders).
Analytics Analyst: Allows users to create workbooks in the folders that have been created for them by the Analytics Admin.
Analytics Viewer: Allows users to only view and export the Plutora-created reports in Plutora Analytics that they have permission to view. Users cannot create projects or edit reports.
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 (Predefined Reports and Create a Report)
Allows users to view Predefined Reports and Create a Report 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.
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 > Manager
View Template Administration
Allows users to view the Dashboard Template Administration page link in the navigation menu:
Reporting > Dashboard Administration
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
System Manager
Allows administrators to hide the Systems page in the navigation menu:
Environment > 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:
Environment > 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:
Environment > 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.
