Folder roles¶

Goal: you define which access rights a folder role has for a client’s folder.

Prerequisite: you are logged in as administrator. Folder roles and their access rights depend on client and folder.

Step by step¶

Select Administration > Folder roles.
For the desired folder of the client, click the Key icon button in the corresponding row to set its access rights.

Note: rights assigned to a parent folder apply by default to its subfolders as well. A dimmed-out tick Dimmed-out tick for rights inherited from the parent folder indicates that the access rights of the folder role were defined on the parent folder.

Check the result¶

The assigned rights apply to all users with this folder role in the respective folder.

Available rights groups¶

All possible actions are distributed across the following groups:

Folder structure

Create folder
Change folder
Delete folder
Restore deleted folder

Project

Create project
Read project
Change project
Delete project
Restore deleted project
Lock project
Unlock project

Email notification

Watch project changes
Watch milestone change
Watch negative effort
Watch cross-project links

Timesheet

Enter timesheet
Accept timesheet

iCalendar & Timeline

API access — allows access to additional Rillsoft Integration Server modules in the browser window.

Create a new folder role¶

After clicking the button Button for creating a new folder role you can create a new folder role.

Edit a folder role¶

After clicking the icon button Icon button for editing a folder role you can change a folder role (name and description).

Delete a folder role¶

After clicking the icon button Icon button for deleting a folder role you can delete a folder role.