Roles and permissions

Add or Edit Roles

To define or edit roles, navigate to User Management and select Roles on the left-hand side. You can then add, copy, change or delete roles.

Editing roles

To change a role, select it from the list or type its name in the search bar. You can then set or remove permissions. Some of these can be enabled as Assigned or Owned. If you select Assigned, the user is allowed to change the items they are assigned to. If you select Owned, the user is allowed to change items that they have created.

Assigned vs Owned

For example, if you define a Developer role for users who should only be able to edit defects that are assigned to them, you would select Assigned in Defect Management - Edit Items and Delete Items.

The option 'Permissions from Licence' allows you to define a role based on a specific licence, if required. This allows you to analyse whether a set of permissions fits a particular licence.

Permissions from license

Permission Overview

Below is an overview of the permissions you can set and a brief description.

Section	Permission 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 (in the rich client)
	Generate test cases from UML	Allows the user to automatically generate test cases from an UML (in the rich client)
	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 (in the rich client)
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 (in the rich client)
	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 (in the rich client)
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 (in the rich client)
	Import from Word	Allows to import a description from a Word-File (in the rich client)
	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		In this section you can set permissions regarding requirements
	View items	Allows the user to open defects
Create		In this section you can set permissions regarding creation
	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		In this section you can set permissions regarding the view
	View items	Allows the user to open test scenarios
Create		In this section you can set permissions regarding creation
	Create items	Allows the user to create new test scenarios
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 scenarios 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 (in the rich client)
View		In this section you can set permissions regarding the view
	View items	Allows the user to open scripts
Create		In this section you can set permissions regarding creation
	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 views (including filter, sorting etc.) in the project gallery
	Edit public views in project gallery	Allows the user to edit public views (including filter, sorting etc.) in the project gallery
Project configuration		In this section you can set permissions regarding the project configuration
	Edit project tree	Allows the user to add, delete and edit folders and sub folders of a project
	Configure project	Allows the user to add new projects and change the project configuration
	Configure user assignments	Allows the user to assign users to his projects and see, edit and delete all users in his own projects and assign licenses
	Configure sub template	Allows the user to configure the sub template of a project (in the rich client)
	View all users	Allows the user to see all other users and create, edit or delete users and assign projects and licenses
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 (in the rich client)
	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 import & 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 (in the rich client)
	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 (in the rich client)
	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