Roles
What each person can see and do, for the whole company or only some projects.
A role is a ladder of levels for each part of the app. Roles are shaped in Setup › Access › Roles, and given to people in Setup › Access › Users.
Shape a role
- Pick a role.
- For each row, choose None, Read, Write, Create or Delete. Each level includes the ones before it.
- Under Which projects, choose All projects or Only the projects they are on.
- Choose Save.
New role from this one copies a role to make your own. A role of your own can be deleted when nobody holds it.
Give a role
In Users, choose Give a role. Pick the person and the role, and Where it applies: The whole company, One part of the organisation, or Only some projects. Then choose Give the role.
Built-in roles
ProControl comes with Full Admin, Project manager, Team member, Cost controller, Organization manager, Specialization owner, Specialization lead and Viewer. Full Admin cannot be changed; copy it to make a role you can change.
The first person in a company is its Full Admin, and the last company-wide admin cannot be removed: Users marks them Only admin.
A person’s part on a project’s team (Lead, Member and the rest) is separate from their role: it says who leads the work, not what they can open.