Roles and permissions

Roles

In User Administration, you can define individual roles that customize the rights of your groups of users. Later, the role can be assigned to a specific user in a specific project in the Project Permissions view. The predefined roles are Project Administrator, Project User (Rm+Tm), Project User (Rm), Project User (Tm), Project User (View only) and Project Assignment.

The roles Project Administrator and Project Assignment cannot be changed due to internal processes and connection to external tools.

You can create, copy and delete roles with the following buttons.

The Select-Box named "License" allows highlighting permissions given by license. After that, "Set permissions from license(s)" allows defining a role based on a given license if needed. In this way you can analyse, if a set of permissions fits to a given license.

Permissions overview

In aqua you can define roles with more than 100 different permissions, that can be activated separately. Some of them can be activated as Assigned or Owned. If you select Assigned, the user is allowed to change items which he is assigned to. If you select Owned, the user is allowed to change items that he created. If you define for example a role Developer for users which should just be able to edit defects which are assigned to them, you would choose Assigned at Defect Management - Edit items and Delete Items. In the following, you will find an overview of the permissions you can set.

Name	Description
Requirement management	In this section you can set permissions regarding requirements
View	In this section you can set permissions regarding the view
View items	Allows the user to open requirements
View UML	Allows the user to open UMLs
Generate test cases from UML	Allows the user to automatically generate test cases from an UML
Use discussions	Allows the user to see the discussion area and add texts there
Export to Word	Allows the user to export requirements to a Word document
Create	In this section you can set permissions regarding creation
Create items	Allows the user to create new requirements
Create UML	Allows the user to create new UMLs
Create comments	Allows the user to create comments in the description of the requirement
Import from Word	Allows the user to import requirements from word
Edit	In this section you can set permissions regarding editing
Edit state	Allows the user to change the status of a requirement
Edit fields	Allows the user to edit fields in the metadata
Edit description	Allows the user to edit the description of a requirement
Edit comments	Allows the user to edit existing comments
Edit UML	Allows the user to change existing UMLs
Import from Word	Allows to import a description from a Word-File
Batch edit items	Allows to batch change requirements
Delete	In this section you can set permissions regarding deletion
Delete items	Allows the user to delete requirements
Move	In this section you can set permissions regarding moving items
Move requirements in project	Allows the user to move requirements within one project
Move requirements between projects	Allows the user to move requirements between different projects
Dependencies	In this section you can set permissions regarding dependencies
Create dependencies	Allows to create new dependencies
Delete dependencies	Allows to delete existing dependencies
Defect Management	In this section you can set permissions regarding defects
View items	Allows the user to open defects
Create items	Allows the user to create new defects
Edit	In this section you can set permissions regarding editing defects
Edit items	Allows the user to change defects
Edit enclosures	Allows the user to add or change enclosures
Batch edit items	Allows to batch change defects
Delete	In this section you can set permissions regarding deletion of defects
Delete items	Allows the user to delete defects
Delete enclosures	Allows the user to delete enclosures of defects
Move	In this section you can set permissions regarding moving defects
Move defects in project	Allows the user to move defects within one project
Move defects between projects	Allows the user to move defects between different projects
Dependencies	In this section you can set permissions regarding dependencies
Create dependencies	Allows to create new dependencies
Delete dependencies	Allows to delete existing dependencies
Test case management	In this section you can set permissions regarding test cases
View	In this section you can set permissions regarding the view
View items	Allows the user to open test cases
Create	In this section you can set permissions regarding creation
Create items	Allows the user to create new test case
Use variable manager	Allows the user to parameterize tests using the variable manager
Nesting test cases	Allows the user to nest a test case within a test step
Test automation	Allows the user to use the automation tab to add new scripts
Edit	In this section you can set permissions regarding editing
Edit status	Allows the user to change the status of a test cases
Edit fields & description	Allows the user to edit fields in the metadata and the description
Edit test steps	Allows the user to use the step designer
Use variable manager	Allows the user to change variables in variable manager
Nesting test cases	Allows the user to change nested test cases
Test automation	Allows the user to change test scripts in test steps
Batch edit items	Allows to batch change test cases
Delete	In this section you can set permissions regarding deletion
Delete items	Allows the user to delete test cases
Move	In this section you can set permissions regarding moving test cases
Move test cases in project	Allows the user to move test cases within one project
Move test cases between projects	Allows the user to move test cases between different projects
Dependencies	In this section you can set permissions regarding dependencies
Create dependencies	Allows to create new dependencies
Delete dependencies	Allows to delete existing dependencies
Test scenario management	In this section you can set permissions regarding test scenarios
View items	Allows the user to open test scenarios
Create items	Allows the user to create new test scenarios vie 'New' Button or context menu
Edit	In this section you can set permissions regarding editing
Edit items	Allows the user to change test scenarios
Batch edit items	Allows to batch change test scenarios
Delete items	Allows the user to delete test scenarios
Move	In this section you can set permissions regarding moving test scenarios
Move test scenarios in project	Allows the user to move test scenarios within one project
Move test scenarios between projects	Allows the user to move test cases between different projects
Dependencies	In this section you can set permissions regarding dependencies
Create dependencies	Allows to create new dependencies
Delete dependencies	Allows to delete existing dependencies
Test execution	In this section you can set permissions regarding test execution
Test Case	In this section you can set permissions regarding test case executions
Execute tests manually	Allows the user to manually execute test cases
Execute automated tests	Allows the user to execute test cases which contain an automation
Test Scenario	In this section you can set permissions regarding test scenario executions
Execute test scenarios manually	Allows the user to manually execute test scenarios
Execute automated test scenarios	Allows the user to execute test scenarios which contain an automation
Schedule executions	Allows the user to set up schedules for regularly executed test scenarios
Execution status	In this section you can set permissions for the execution status
Finalize test executions	Allows the user to finalize an execution
Set relevance of test executions	Allows the user to mark and unmark executions as (ir)relevant
Automation script management	In this section you can set permissions regarding test automation scripts
View items	Allows the user to see script tab
Create items	Allows the user to create new scripts
Edit	In this section you can set permissions regarding editing scripts
Edit items	Allows the user to edit scripts
Batch edit items	Allows to batch change scripts
Delete items	Allows the user to delete scripts
Move	In this section you can set permissions regarding moving scripts
Move scripts in project	Allows the user to move scripts within one project
Move scripts between projects	Allows the user to move scripts between different projects
Dependencies	In this section you can set permissions regarding dependencies
Create dependencies	Allows to create new dependencies
Delete dependencies	Allows to delete existing dependencies
General	In this section you can set permissions regarding various topics
Views	In this section you can set permissions regarding filtered views
Publish views in project gallery	Allows the user to publish saved filtered views in project gallery
Edit public views in project gallery	Allows the user to change public filtered views in project gallery
Project configuration	In this section you can set permissions regarding the project configuration
Edit project tree	Allows the user to add sub folders to a project
Configure project	Allows the user to add new projects and change configuration
Configure user assignments	Allows the user to assign users to a project
Configure sub template	Allows the user to configure the sub template of a project
View all users	Allows the user to see all other users
Notifications	In this section you can set permissions regarding notifications
Configure & receive notifications	Allows the user to configure notifications and receive them
Mind Map	In this section you can set permissions regarding Mind Maps
View Mind Map	Allows the user to see Mind Maps
Use Mind Map	Allows the user to edit and create Mind Maps
Attachments	In this section you can set permissions regarding attachments
View & open attachments	Allows the user to see attached files
Add attachments	Allows the user to add files
Delete attachments	Allows the user to delete attachments
Export and import	In this section you can set permissions regarding im- & export of items
Export items	Allows to export items
Import items	Allows to import items
Project Planner	In this section you can set permissions regarding the project planner
View items	Allows the user to see project plans
Report work	Allows the user to report work on items in the project plan
Create / edit / delete items	Allows the user to create / edit / delete items in the project plan
Show earned value analysis	Allows the user to see the earned value analysis of a project plan
Dashboard	In this section you can set permissions regarding the dashboard
View dashboard	Allows the user to see the dashboard
Edit dashboard	Allows the user to add new charts or change visible charts
Publish charts	Allows the user to save charts in the chart gallery
Edit public charts	Allows the user to change saved charts
Agile	In this section you can set permissions regarding Agile planning
View agile board	Allows the user to see the agile board
Create and edit sprints	Allows the user to create new sprints and edit existing ones
Delete sprints	Allows the user to delete sprints
Sprint planning	Allows the user to access the sprint planning
Reporting	In this section you can set permissions regarding reporting
Base	In this section you can set permissions regarding basic reporting
Use reporting	Allows the user to see the report section
Manage existing report templates	Allows to import/export report templates as well as to configure properties
Create new report templates and edit layouts	Allows the user to create new reports and edit existing ones.
Export	In this section you can set permissions regarding export reports
Export to PDF	Allows the user to export reports to PDF format
Export to HTML	Allows the user to export reports to HTML format
Export to MHT	Allows the user to export reports to MHT format
Export to RTF	Allows the user to export reports to RTF format
Export to XLS	Allows the user to export reports to XLS format
Export to XLSX	Allows the user to export reports to XLSX format
Export to CSV	Allows the user to export reports to CSV format
Export to Text File	Allows the user to export reports to Text File
Export to Image File	Allows the user to export reports to Image File
Export to DOC	Allows the user to export reports to DOC format
Export to DOCX	Allows the user to export reports to DOCX format
Export to ODT	Allows the user to export reports to ODT format
Sign exported reports (PDF)	Allows the user to sign reports which are exported as PDF