# Roles and permissions ## **Add or edit a new role** 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 License'*** allows you to define a role based on a specific license, if required. This allows you to analyse whether a set of permissions fits a particular license.

Permissions from license

### **Permissions 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 items | A user can view requirements within the project | | | Use discussions | A user can view comments in the ticket | | | Export to Word (desktop feature) | Allows a user to export a requirement in a word format | | | Create items | Allows a user to create new requirements in a project | | | Create comments | A user can create comments in the ticket | | | Import from Word (desktop feature) | Allows a user to import a requirement from a word document | | | Edit state (status) | Allows a user to edit only the system default **Status** field in a requirement. | | | Edit fields | Allows a user to edit all fields within a requirement including system default **Status** field | | | Edit description | Allows a user to modify description block depending on the additional setting ⇒ **All - Assigned - Owned** | | | Edit comments | Allows a user to modify comments depending on the additional setting ⇒ **All - Assigned - Owned** | | | Edit ⇒ Import from Word (desktop feature) | Allows a user to import a word document as a requirement | | | Batch edit items | Allows a user to update fields in multiple requirements at once from Navigation page | | | Delete items | Allows a user to delete requirements depending on the additional setting ⇒ **All - Assigned - Owned** | | | Move requirements in project | Allows a user to move a requirement between the folders depending on the additional setting ⇒ **All - Assigned - Owned** | | | Move requirements between projects | Allows a user copy a requirement to another project or move a requirement to another project (desktop client only) depending on the additional setting ⇒ **All - Assigned - Owned** | | | Create dependencies | Allows a user link other item types to the ticket or create dependents items from the ticket | | | Delete dependencies | Allows a user to delete linked items | | **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 |