User Role Management In Project Management Tool Orangescrum

In any company, a project is worked upon by teams across departments. It becomes imperative for large companies or complex projects that information is shared, made available on a “need to know basis”.

When it comes to project management, it becomes crucial that project leaders invite the right people at the right time.

The most important rule for controlling access to users is to provide the least amount of access privileges required for users to perform their daily tasks. Many tasks do not require administrator privileges.

However, without the User Role Management, the users log on to their Orangescrum Account as an Owner, Admin, User or Client with per-defined access.

Most users do not require such high levels of access in a project. Often users are unaware that they are logged on as an Admin or user, the user can unintentionally or intentionally edit tasks, change due dates or close a task. These changes may affect the project deadlines and project schedules.

With our User Role Management feature, you can define clear roles and responsibilities for the smooth functioning of your teams as well as the projects. This also forms the basis for communication during the project and ensures how everyone can contribute to a project.

How to use User Role Group Management?

Navigate to Left menu panel and click on User Role Group. On the User role page, you can do the following:

• Create roles for users
• Create Role Groups/Departments
• Add users to defined Roles
• Define specific actions each role can perform in the tool
• Assign Specific roles to users for a particular project
• Define user role while inviting new users

Before we move ahead, let’s have a discussion over few terms.

• User: A person in your team.
• Role: Defines which members have certain abilities, such as permission to create projects, and see beyond projects to which they are assigned. E.g. Developer, Manager etc.
• Owner: The person in charge of your organization and/or Orangescrum account.
• Administrators: Similar to an owner, without the authority to close the account or change its name.
• Role Groups/Departments: e.g. Management under which you can have roles like Directors, Managers, Finance Managers, Sales Managers etc.
• Short Name: Defines the short name of your User Role and Department
• Modules: The features/add-ons installed/available on your account
• Actions: A specific action performed for a feature

How to create a User Role Group or Department?

Whether it is a big enterprise or a small medium business house, each one has many departments like Managing Board, Executives, Finance, HR, Team Leads, Support, Marketing etc. working in their company. And moreover, they need special privacy about their tasks, invoices or projects. Orangescrum perfectly understand this, here is how you can create different departments using Orangescrum User Role Management add-on:

Read full article at Orangescrum Blog