List of permissions


Du er her: InLoox Support Knowledge Base Online Help InLoox Web App 7.0 All support topics for InLoox PM 7 Web App Security and privacy List of permissions

The following permissions apply to InLoox Workgroup Server and Enterprise Server. Permissions for the actions listed can be assigned to users or roles.

Description

Permission

Restriction or Prerequisite

Create projects

User has the right to create new projects.

Only available with user-based permissions

Read projects

  • Project visible in the project list, on the Projects page.
  • Project can be opened.
  • Project can be exported if the right to use existing reports is granted.

None

Access mind maps

Right to read all mind maps of a project.

This permission is only for InLoox PM Universal user that is assigned to read mind maps in InLoox PM for Outlook.

Prerequisite: Read projects

Access planning

Right to read all planning elements of a project.

For more information about planning, see the category Planning.

Prerequisite: Read projects

Access time tracking

Right to read all time tracking entries of a project

For more information about time tracking, see the category Time tracking.

Prerequisite: Read projects

Access own time tracking entries

Right to read all own time tracking entries of a project.

For more information about time tracking entries, see Create and edit a time tracking item.

Prerequisite: Read projects

Access documents

Right to open and read all documents of a project.

For more information about documents, see the category Documents.

Prerequisite: Read projects

Access budgets

Right to read all budgets, budget positions and the budget overview of a project.

For more information about budgets and budget positions, see the category Budgets.

Prerequisite: Read projects

Edit projects

Project can be changed. This right is a prerequisite for all actions which allow users or roles to modify data.

Prerequisite: Read projects

Edit management

Right to change the project master data on the Management page.

For more information about the Management page, see the category Management (except project contacts).

Prerequisite: Edit projects

Edit project contacts

Project contacts can be added, changed or deleted. It allows the user to control the roles of persons in a project.

For more information, see the category Management.

Prerequisites:

  • Edit projects
  • Edit Management

Add project notes

Allows you to create and change project comments on the Management page. 

For more information on project comments please see Create and change comments

Prerequisites:

  • Edit projects
  • Edit Management

Delete project notes

 Permission to remove your own project comments and other users' comments on the Management page. 

Prerequisites:

  • Edit projects
  • Edit Management

Delete own project notes

Allows you to remove your own project comments on the Management page, but not to remove other users' project comments. 

Prerequisites:

  • Edit projects
  • Edit Management

Lock projects

Project can be locked for other users. Users without the respective permission may not edit locked projects and cannot remove the lock.

For more information on how to lock a project, see Add other project information.

Prerequisites:

  • Edit projects
  • Edit Management

Edit mind maps

Allows adding, changing and deletion of all mind maps of a project.

This permission is only for InLoox PM Universal user that is assigned to edit mind maps in InLoox PM for Outlook.

Prerequisite: Edit projects

Edit Planning

Allows adding, changing and deletion of all planning elements of a project.

For more information about planning, see the category Planning.

Prerequisite: Edit projects

Edit time tracking

Allows adding, changing and deletion of all time tracking entries of a project.

For more information about time tracking, see the category Time tracking.

Prerequisite: Edit projects

Edit own time tracking entries

Allows adding, changing and deletion of own time tracking entries of a project.

For more information about a time tracking entry, see Create and edit a time tracking item.

Prerequisite: Edit projects

Edit time tracking without time limit

Allows adding, changing and deletion of past time tracking entries of a project.

For more information about time tracking, see the category Time tracking.

Prerequisite: Edit projects

Edit documents

Allows adding, changing and deletion of all documents in the document list of a project.

For more information about documents, see the category Documents.

Prerequisite: Edit projects

Edit budgets

Allows adding, changing and deletion of all budgets and budget assets of a project.

For more information about budgets and budget positions, see the category Budgets.

Prerequisite: Edit projects

Delete projects

Delete a project.

None

Create address books

User has the right to create new address book.

For more information see Add, manage or delete an address book.

None

Read address books

Access all address books.

None

Edit address books

Allows modifying address books.

Prerequisite: Read address books

Delete address books

Address books can be removed.

Prerequisite: Read address book

Read own address books

Access own address books

Prerequisite: Create address books

Edit own address books

Right to change own address books

Prerequisites:

  • Create address books
  • Read own address books

Delete own address books

Allows to remove own address books and other users' address books.

Prerequisites:

  • Create address books
  • Read own address books

Use existing reports

All reports can be used. The InLoox PM Web App report generator filters the data for which the user does not have permission out of the report (e.g. if no right to read budgets has been granted, no budget data will be included in the exported reports.)

None

Create and edit report templates

Allows the creation, changing and deletion of report templates.

For more information see Manage the report templates.

Only available for user-based permissions

Administrator

Controls access to master data maintenance and administrator functions. These include the following menu commands in the InLoox PM Web App Ribbon and Options:

  • Edit planning templates  Right to rename and delete InLoox PM Web App planning templates.
  • Edit budget assets  Right to create, change and delete InLoox PM Web App budget assets.
  • Edit budget state  Right to create, change and delete InLoox PM Web App budget states.
  • Edit notifications  Right to change Notification templates.
  • Edit categories  Right to create, change and delete InLoox PM Web App categories.
  • Edit custom fields  Right to create, change and delete custom fields.
  • Remove project locks  Right to remove data record locks.
  • Recycle projects  Right to restore or permanently remove deleted projects.
  • Licenses  Right to add and delete InLoox PM license keys.
  • Options  Right to change the InLoox PM options. Incorporates the right to change permissions.

Only available for user-based permissions