Roles and permissions
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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.
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.
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.
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
