Permissions in the Application

Permissions within the application are designed to facilitate a secure and efficient workflow by assigning specific capabilities to users based on their roles. Understanding these permissions is crucial as they define what actions each user can perform, from creating and managing project content to merely viewing project progress. This section provides a detailed explanation of the different account types and roles, delineating the specific access each one has within the platform. By comprehending the permission structure, users can collaborate effectively while maintaining the integrity and confidentiality of the project information.

Account Role Definitions

TPM (Technical Project Manager):

A TPM is responsible for the technical aspects of project management. They have comprehensive permissions at the project level, which include updating project details, managing team members, and overseeing tasks and timelines. They can also create and manage prompts, meetings, and execution timelines.

PM / PM Manager (Project Manager / Project Management Manager):

PMs and PM Managers have a similar level of access to TPMs but with a focus on the overall project management process. They ensure that project goals are met by managing tasks, team members, and schedules. They have the authority to update project information and are involved in the creation of tasks, prompts, and meetings.

Others (FCA, Owner's Rep, etc.):

Other roles such as Financial Control Analyist (FCA) or Owner's Representatives have limited permissions focused on specific aspects of a project to which they are related. They may have the ability to contribute to tasks they are assigned but do not have the broad permissions to alter project details or manage other users.

Watcher:

Watchers have the most limited permissions, primarily with read-only access. They can observe project progress and leave comments on tasks, but they cannot modify project details or manage tasks and timelines. Their role is to stay informed about the project's development without actively contributing to management or administration tasks.

Project Level Permissions

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Action	TPM	PM / PM Manager	Others (FCA, Owner's rep)	Watcher
Update name	YES	YES	NO	NO
Update status	YES	YES	NO	NO
Update execution date	YES	YES	NO	NO
Add member	YES	YES	NO	NO
Replace member	YES	YES	NO	NO
Remove member	YES	YES	NO	NO
Create new task	YES	YES	if assigned to the task	NO
Update task status	YES	YES	NO	NO
Assign a member to a task	YES	YES	NO	NO
Update task actions	YES	YES	if assigned to the task	NO
Leave a comment on a task	YES	YES	YES	YES
Create prompt	YES	YES	NO	NO
Add notes to prompt	YES	YES	NO	NO
Add questions to prompt	YES	YES	NO	NO
Check off prompt question	YES	YES	NO	NO
Mark prompt as completed	YES	YES	NO	NO
Create meeting	YES	YES	NO	NO
Update meeting's info	YES	YES	NO	NO
Delete a meeting	YES	YES	NO	NO
Create execution timeline	YES	YES	NO	NO
Update execution timeline's info	YES	YES	NO	NO
Delete execution timeline	YES	YES	NO	NO
Create contact	YES	YES	NO	NO
Update contact's info	YES	YES	NO	NO
Delete contact	YES	YES	NO	NO

Account Type Definitions:

Admin:

An Admin is the highest-level user within the application. Admins have full control over the platform, including the ability to create, update, and delete templates, invite and disable users, and create projects. They maintain the integrity of the system and are responsible for managing user access and permissions.

Super User:

Super Users have elevated privileges that include most of the capabilities of an Admin except for certain administrative controls. They can create and modify templates and have the authority to invite new users and disable existing ones. Their role is typically to support Admins in managing the platform and ensuring smooth operations within their scope.

User:

Users are standard-level accounts with permissions tailored to specific project files. They can create projects but cannot manage templates or user accounts. Their permissions are generally non-elevated, focusing on project-level activities and tasks they are assigned to.

Application Level Permissions

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Action	Admin	Super User	User
Templates (create/update/delete)	YES	YES	NO
Invite User	YES	YES	NO
Disable User	YES	YES	NO
Create Project	YES	YES	YES