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Roles and permissions – overall overview

This article is addressed to all those who are administering users’ rights, roles and competences of the users.


Overall Overview

By default in Epicflow we have defined the next three roles: Administrator, User, and Project Manager. Nevertheless, such a set of roles can be extended or changed depending on functions and responsibilities. 

Administrator is allowed to use all the functionality in the system as well as add and define other roles. For more information, please check the “Roles” section.

User is a team member or employee checked up in Epicflow. By default, User has access to the system functionality that he or she needs to complete tasks, but the Administrator can change it upon request. To learn more, visit the “Roles” section.

Project Manager can see all the information and perform actions related to resource, capacity, and availability management. See what Project Manager is allowed to do in the “Roles” section below.

  • To go to the admin page, select the “Settings” menu item.

Screen #1 – Admin Page

This page contains the list of basic roles and permissions determined for users.

  • To edit permissions for any created role, click on the name of the role and select the scope of the permissions on the right side of the screen to edit it.

Then click the ‘Save’ button on the right up corner to apply the changes and you’ll instantly see them.

  • To create a new role you should copy one of the existing. To do so, you should hover the mouse cursor over the role name and use the pop-up element Copy.

New role will appear with addition of the prefix “Copy” to the name. Select this role and change the name by hovering the mouse cursor over the role name on the left side of the screen. Here you can choose the permissions you want to add to a new role.

When you finish checking permissions, click Save to apply the changes.

You’ll see the implemented changes immediately.

Screen #2 – Specifying New Roles 

List of Permissions

All permissions are grouped by next sections: 

  • Global permissions
  • Project permissions
  • Tasks, Summaries and Milestones
  • Users permissions
  • Groups permissions

Global permissions

Defines access to different functionality-modules\parts of the system. 

Screen #3 – Global permissions

  • Export Reports:
    • No access – User is not allowed to download reports
    • Basic – User is allowed to download only basic reports
    • Advanced – User is allowed to download basic and advanced reports
  • Timesheet
    • No access – User is not allowed to view Timesheet;
    • Only own – User is allowed to view personal tab;
    • My group – User is allowed to view personal tab with users from his group (Group tab with his groups is available);
    • All accessible
  • View Historical Load graphs
    • No access – User is not allowed to view Graphs page;
    • Only own – User is allowed to view only 1 option “Only me” on Historical Load;
    • My group – 2 options are available: “Only me” and “My groups” on Historical Load (“My groups” shows the list of user’s groups);
    • All accessible – All groups are available due to group scope the user can see;

If there is a group that is out of scope, even at “All accessible” selection, it still would be unavailable. In case an out of scope group is within a Multi-group, it would be shown as a part of “Other resources”.

  • View Future Load graphs
    • No access – User is not allowed to view Future Load tab on Graphs;
    • Only own – Only 1 option “Only me” is available on Future Load;
    • My group – 2 options are available: “Only me” and “My groups” on Futurel Load. “My groups” shows the list of user’s groups;
    • All accessible – All groups are available due to group scope the user can see;
  • View Remaining Weeks graphs
    • No access – User is not allowed to view Remaining Weeks on Graphs;
    • Only own – Only 1 option “Only me” is available on Remaining Weeks;
    • My group– 2 options are available: “Only me” and “My groups” on Futurel Load (“My groups” shows the list of user’s groups. If user enter any of your groups, you can see this user in it.);
    • All accessible – All groups are available due to group scope the user can see;
  • View Dashboard – User is allowed to view the Dashboard page;
  • View company Future Load graph – User is allowed to view the Future load graph that shows load for groups/resources from all projects, even if user’s scope of projects is limited;

If “No access” is selected, then “View company Future Load graph” will not work. So it is active only when “View Future Load graphs” permission has option “All accessible”.

  • View Burnup Graphs – User is allowed to view the Burnup Graph tab on Graph;
  • View general Task List – User is allowed to view the Task list tab on Task list menu (There are tasks from active projects, limited by scope of projects user can see);
  • View Pipeline – User is allowed to view the Pipeline on menu left bar (Please note that “View Pipeline” has higher priority then View Gantt chart, View Quick Edit mode and Module library);
  • View Resources Management – User is allowed to view the Resources Management page;
  • Role Administration – Roles & Permission tab is available on the Settings page. It is possible to create/ edit/ delete a roles;
  • Competence Administration – 
  • Attribute Administration – 
  • Manage Attributes – User is allowed to manage attributes (Tasks, Summaries and Milestones cards)
  • Use What-If Analysis – User is allowed to apply what-If analysis;
  • Use What-If Simulation – User is allowed to make simulation;
  • View and manage Import – User is allowed to view the Import page. Note: Jira integration; NOT USED
  • Sync Microsoft PPM and Epicflow – User is allowed to synchronize with MSP;
  • View Global Resource Pool – User is allowed to view the Unmapped resources tab on Resources Management page;

Relation Manage Attributes in Global permission with the Tasks, Summaries and Milestones card fields Enable Manage attributes to use task attributes

Project permissions

Defines functionality and actions allowed to be performed by the user with the project itself.

Screen #4 – Project permissions 

  • View scope of projects – specifies scope of projects which will be visible for the user 
    • All entity projects – All projects for the first version;
    • All business units projects – All projects for the first version;
    • Only own projects – User can see only projects where task(s) assigned to him/her;
    • My group projects – User can see projects where task(s) assigned to his/her group(s);
    • Include with tag(s) – User can see projects with some specific tag(s);
    • Exclude with tag(s) – User can NOT see projects with some specific tag(s);
    • Include customized list – User can see project(s) from specified list in this permission;
    • Exclude customized list – User can NOT see project(s) from specified list in this permission;
    • With substring name – User can see project(s) with specified substring in the name;
    • Without substring name – User can NOT see project(s) with specified substring in the name;
    • Not specified – User can NOT see any projects;
  • View & manage projects – specifies scope of projects which will be displayed and can be managed by user. 
    • All entity projects – All projects for the first version;
    • All business units projects – All projects for the first version;
    • Only own projects – User can see only projects where task(s) assigned to him/her;
    • My group projects – User can see projects where task(s) assigned to his/her group(s);
    • Include with tag(s) – User can see projects with some specific tag(s);
    • Exclude with tag(s) – User can NOT see projects with some specific tag(s);
    • Include customized list – User can see project(s) from specified list in this permission;
    • Exclude customized list – User can NOT see project(s) from specified list in this permission;
    • With substring name – User can see project(s) with specified substring in the name;
    • Without substring name – User can NOT see project(s) with specified substring in the name;
    • Not specified – User can NOT see any projects;
  • Create Project – User is allowed to create a new project;
  • Move project to active / inactive – User is allowed to move project from active to inactive and vice versa;
  • Manage single project leveling – Possible to level (single project) in QEM
  • Manage pipeline leveling – Possible to make Pipeline leveling on Pipeline, in QEM and on Future Load graph
  • View Gantt chart – User is allowed to expand projects (This permission will be available if “View Pipeline” is ON);
  • View Quick Edit mode – User is allowed to open a project in Quick Edit mode (This permission will be available if “View Pipeline” is ON);
  • Archive / delete Project – User is allowed to delete project(s) from inactive area (This permission can be applied for scope of “View and Manage projects”);
  • View Resource Allocation Adviser – User is allowed to open Resource Allocation advisor from assignment pop up on task card;
  • Manage Project Risk Buffer – User is allowed to manage Project Risk Buffer;
  • Manage relations – User is allowed to manage relations on Gantt and on task cards (If View and Manage Projects is limited for some projects, it would be impossible to manage relations);
  • Baseline
    • No access – Impossible to switch baseline on/ off, impossible to view baseline on Timesheet, task card, assignment pop-up, Quick Edit mode;
    • View – Impossible to switch baseline on/off, but possible to view baseline on Timesheet, task card, assignment pop up, Quick Edit mode;
    • Manage – Possible to switch baseline on/ off and possible to update to current or reset to zero baseline on Timesheet, task card, assignment pop up, Quick Edit mode;
  • Project approved budget
    • No access – User can NOT see and edit Approved budget and Remaining budget in mh in project card;
    • View – User can see Approved budget and Remaining budget in mh in project card, but can NOT edit this value;
    • Manage – User can see and edit Approved budget and Remaining budget in mh in project card;
  • Project financial info
    • No access – User can NOT see and edit Project financial info in € in project card;
    • View – User can see Project financial info in € in project card;
    • Manage – User can see and edit Project financial info in € in project card;
  • Module library
    • No access – No Module library button on Pipeline top right corner;
    • Use – Possible to open Module library and drag templates to the projects;
    • Manage – Possible to create and delete templates for Module library and use them;

“Module Library” permission is disabled if “View Pipeline” from “Global permissions” and “View Gantt” from “Projects Permissions” are NOT set.

To drag task to the project from Module library, user must have Manage Tasks: Only own / My Group / All accessible, otherwise it is impossible to drag tasks to the project

  • Project card
    • No access – Impossible to open project card from Pipeline and Timesheet;
    • View – Possible to open and view all fields in project card (with Advanced options) from Pipeline and Timesheet but impossible to edit;
    • Manage – Possible to open, view and edit all fields in project card (with Advanced options) from Pipeline and Timesheet;
    • Advanced – allow to set up conditions in “Project card fields”:
      • Project name – User is allowed to view or Manage (View and Edit) project name in project card;
      • Dates – User is allowed to view or Manage (View and Edit) project dates only;
      • Business Value
        • No access – Impossible to view business value (Impossible to view business value for project in QEM”);
        • View – Possible to view business value, but impossible to edit it on project card and in QEM;
        • Manage – Possible to view and edit business value;
    • Project Manager
      • No access – Impossible to view project manager (Impossible to filter project out by project manager on Pipeline, Timesheet (group tab), Task list, QEM”);
      • View – Possible to view project manager;
      • Manage – Possible to view and edit project manager;
    • Tags
      • No access – Impossible to view tags in project card (Impossible to filter on project tag on Pipeline, Timesheet. No project tag in report);
      • View – Possible to view project tag(s);
      • Manage – Possible to view and manage project tag(s);
    • Permission tab
      • No access – Permission tab is absent on project card;
      • View – Possible to view permission tab;
      • Manage – Possible to view and add resources to the project and give them role for this project on permission tab;
    • Budget settings tab
      • No access – Budget setting tab is absent on project card;
      • View – Possible to view budget settings but impossible to edit it;
      • Manage – Possible to view and manage Budget setting tab;
    • Info tab – User is allowed to view Info tab;
    • Project buffer
      • No access – Project&Info tab becomes Info tab. Project buffer is absent;
      • View – Possible to view project buffer on Project&Buffer tab;
      • Manage – Possible to view and edit project buffer from dropdown;
    • Booking ID
      • No access – Booking ID is absent on project card (Booking ID is absent in report”);
      • View – Possible to view Booking ID;
      • Manage – Possible to view and manage Booking ID;

Tasks, Summaries and Milestones 

Defines functionality and actions allowed to be performed by the user with the Tasks, Summaries and Milestones.

Screen #5 – Tasks, Summaries and Milestones

  • Create and delete Tasks – User is allowed to create task from Pipeline, QEM, Task list;

This permission is dependent on scope of View and Manage projects, so it is possible to create tasks only for scope of projects specified in View and Manage projects permissions.

  • Manage Summaries – User is allowed to create, edit and delete summaries from Pipeline, QEM and from task card;
  • Manage Milestones and Phases – User is allowed to create, edit, drag milestones on Gantt and delete, also create and edit and delete phases (This permission is disabled if View Pipeline is Off);
  • Manage group assignments
    • No access – Impossible to reassign tasks from Pipeline, QEM, Task list;
    • My group – Possible to reassign tasks which assigned to your groups (Anyone or Generic user from your group) to your groups (without users);
    • Budgeted group – Possible to reassign tasks which assigned to Budget to another Budgeted group;
    • All accessible – Possible to reassign all available tasks assigned to any groups to any groups;
  • Manage user assignments
    • No access – Impossible to reassign tasks from Pipeline, QEM, Task list;
    • My group – Possible to reassign tasks which assigned to your groups/ users from your groups to users from your group or your groups;
    • Budgeted users – Possible to reassign tasks which assigned to Budget  to Budgeted users;
    • All accessible – Possible to reassign all available tasks;
  • Force Ready to start
    • No access – Impossible to make Upcoming and Not ready to start tasks Forced Ready to start;
    • Only own – Possible to make Upcoming and Not ready to start tasks assigned to you Forced Ready to start from task card;
    • My groups – Possible to make Upcoming and Not ready to start tasks assigned to your groups Forced Ready to start from task card;
    • All accessible – Possible to make all Upcoming and Not ready to start tasks Forced Ready to start from task card;

(This permission is enabled if Stage in Item card is Manage)

  • Manage comments (Task)
    • No access – Possible to view all task comments, but impossible to create/ edit/ delete them;
    • Only own – Possible to view all task comments, but possible to create/ edit/ delete only your own comments;
    • My group – Possible to view all task comments, but possible to create/ edit/ delete only comments from your group(s);
    • All accessible – Possible to view/ create/ edit/delete all tasks comments;
  • View tasks
    • No access – Impossible to view tasks on Timesheet, Personal task list, Task list, Pipeline;
    • Only own – Possible to view only tasks assigned to you on Timesheet, Personal task list, Task list, Pipeline (Note that there will be only you on Personal tab on Timesheet and on Personal task list in user selector);
    • My group – Possible to view only tasks assigned to your group/ resources from your group on Timesheet, Personal task list, Task list, Pipeline;
    • All accessible – Possible to view all tasks in scope of projects;
  • Manage tasks
    • No access – Impossible to edit task card fields: task name, summary, phases, tags, description, competence, attributes, constraints, business value, booking ID;
    • Only own – Possible to edit task cards fields (due to Item card permission) only for tasks assigned to you;
    • My group – Possible to edit task cards fields (due to Item card permission) only for tasks assigned to your groups/ users from your groups;
    • All accessible – Possible to edit task cards fields (due to Item card permission) for all tasks;
  • Change Spent, Remaining
    • No access – Impossible to edit Spent/ Remaining hours on task card, Timesheet, Personal task list, Task list and QEM;
    • Only own – Possible to edit Spent/ Remaining hours on tasks assigned to you from task card, Timesheet, Personal task list, Task list and QEM;
    • My group – Possible to edit Spent/ Remaining hours on tasks assigned to your groups/ users from your groups from task card, Timesheet, Personal task list, Task list and QEM;
    • All accessible – Possible to edit Spent/ Remaining hours on all available tasks from task card, Timesheet, Personal task list, Task list and QEM;
  • Change Total
    • No access – Impossible to edit Total hours on task card, Timesheet (in case when user make spent bigger than Total), Personal task list, Task list and QEM;
    • Only own – Possible to edit Total hours on tasks assigned to you from task card, Timesheet (in case when we make spent bigger than Total), Personal task list, Task list and QEM;
    • My group – Possible to edit Total hours on tasks assigned to your groups/ users from your groups from task card, Timesheet (in case when we make spent bigger than Total), Personal task list, Task list and QEM;
    • All accessible – Possible to edit Total hours on all available tasks from task card, Timesheet (in case when user make spent bigger than Total), Personal task list, Task list and QEM;
  • Item card
    • No access – No access to summary/ task/ MS cards
    • View – Possible to view summary/ task/ MS cards
    • Manage – Possible to manage summary/ task/ MS cards
    • Advanced – allow to set up conditions in “Tasks, Summaries and Milestones card fields”:
      • Item name – User is allowed to view or Manage summary/ task/ MS cards names;
      • Project – User is allowed to view project name in summary/ task/ MS cards;
      • Summary
        • No access – No Summary in summary/ task/ MS cards;
        • View – Possible to view summary name in summary/ task/ MS cards;
        • Manage – Possible to view and edit summary name in summary/ task/ MS cards;
      • Parent Path – User is allowed to view parent path in summary/ task/ MS cards;
      • Related Budgets – User is allowed to view Related Budgets in summary/ task/ MS cards and in Resource advisor;
      • Phases
        • No access – No Phase in summary/ task/ MS cards;
        • View – Possible to view Phases in summary/ task/ MS cards;
        • Manage – Possible to view and edit Phase in summary/ task/ MS cards (Manage Milestones and Phases permission should be ON in order to Manage Phases in Item card);
      • Description
        • No access – No Description in summary/ task/ MS cards (No Description in Task list and Report);
        • View – Possible to view Description in summary/ task/ MS cards;
        • Manage – Possible to view and edit Description in summary/ task/ MS cards;
      • Tags
        • No access – No Tags in summary/ task/ MS cards (Impossible to filter task out by tag filter on Pipeline and Timesheet);
        • View – Possible to view Tags in summary/ task/ MS cards;
        • Manage – Possible to view, add and delete Tags in summary/ task/ MS cards;
      • Item Competences
        • No access – No Competences in summary/ task/ MS cards (Impossible to filter task out by competence filter on Pipeline and Timesheet);
        • View – Possible to view Competences in summary/ task/ MS cards;
        • Manage – Possible to view, add, change order and delete Competences in summary/ task/ MS cards;
      • Item Attributes
        • No access – No Attributes in summary/ task/ MS cards;
        • View – Possible to view Attributes in summary/ task/ MS cards;
        • Manage – Possible to view and edit Description in summary/ task/ MS cards (This permission can be Managed if Manage attributes is ON and Global grade attribute can be seen or managed if Use Global grade is ON);
      • Milestone – User is allowed to view Milestone in task card;
      • Item Dates
        • No access – No Constraints on summary and task cards;
        • View – Possible to view Constraints on summary and task cards;
        • Manage – Possible to view and edit Constraints on summary and task cards;
      • Stage
        • No access – No stage on task card, Personal task list, Task list;
        • View – Possible to view stage on task card, but impossible to Force Ready to start;
        • Manage – Possible to Force Ready to Start Upcoming and Not ready to start tasks (It is possible to Manage for scope of tasks specified in Force ready to start permission.);
      • Assignments
        • No access – No assignments on task card;
        • View – Possible to view assignments in task card;
        • Manage – Possible to add and delete assignments in task card (It is possible to Manage for scope of tasks specified in Manage group assignments and Manage user assignments permissions.);
      • Project Manager – User is allowed to view Project manager on task card;
      • Team Lead Engineer – User is allowed to view Team Lead Engineer on task card;
      • Item ID – User is allowed to view item ID in summary/ task/ MS cards;
      • Business Value
        • No access – No Business value on summary and task card (Business value shows “0”);
        • View – Possible to view Business value on summary and task card;
        • Manage – Possible to view, edit and resend to default on summary and task card;
      • Booking ID
        • No access – No Booking ID in summary/ task/ MS cards (Booking ID shows “None”);
        • View – Possible to view Booking ID in summary/ task/ MS cards;
        • Manage – Possible to view and edit Booking ID in summary/ task/ MS cards;
      • Comments
        • No access – No comments tab  in summary/ task/ MS cards;
        • View – Possible to view comments in summary/ task/ MS cards;
        • Manage – Manage is ability to add, delete and edit his own comments (Manage option always gives possibility to add comments to summaries and milestones, scope for tasks to leave comments is specified in Comments (Tasks) permissions);
      • Deadline
        • No access – No Deadline on MS card;
        • View – Possible to view Deadline on MS card;
        • Manage – Possible to edit  Deadline on MS card;
      • Deadline Baseline
        • No access – Impossible to manage Deadline baseline on MS card;
        • View – Possible to view Deadline baseline on MS card;
        • Manage – Possible to edit Deadline baseline, update to current and Reset to No date on MS card (Baseline permission should be “Manage” in order to manage Deadline Baseline);
      • Sub-items Phases – By default Phases inherited by all tasks inside summary. But for some of them the user can manually change the phase. Task phases other than summary phases will be listed in this field
      • Default Groups
        • No access – No Default group on summary card;
        • View – Possible to view Default group on Summary card;
        • Manage – Possible to add and delete Default group(s) on Summary card;

Users permissions

Defines functionality for Resource Management.

Screen #6 – Users permissions

  • Create and delete user – User is allowed to create and delete user on Resource Manager page;
  • Invite users – User is allowed to invite users;
  • Manage user configurations – User is allowed to Copy configuration from Admin page during the invitation user (and reinvitation user);
  • Change user Groups – User is allowed to add and delete users to groups on the Resource Manager page. Possible to add and delete generic users to group and multigroup on Resource Manager page;
  • View users in Future Load Graph – User is allowed to see Future Load at a user level (This permission is available if View Future load is accessible);

User card fields

  • User name and Initials – User is allowed to view or Manage user name and initials;
  • Type
    • No access – No Type in user card while creation and editing user;
    • View – Possible to view user type in user card;
    • Manage – Possible to choose user type while creation: user, unit pool, generic. Possible to edit user type: user, unit pool;
  • Email Address
    • No access – No email address in user card and in report;
    • View – Possible to view email address in user card. Impossible to edit user’s own email;
    • Manage – Possible to edit users’ emails;
  • Rate – This permission is not implemented in Dep 1
    • No access – No rate while creating user and editing user card;
    • View – Possible to view Rate in user card;
    • Manage – Possible to edit Rate in user card;
  • Roles
    • No access – No Roles info in user card;
    • View – Possible to view roles;
    • Manage – Possible to add, drag and delete roles in user card;
  • Competencies
    • No access – No competences in user card;
    • View – Possible to view competences in user card;
    • Manage – Possible to add, drag, delete competences in user card;
  • Tags
    • No access – No tags in user cards;
    • View – Possible to view tags in user card;
    • Manage – Possible to add and delete tags in user card;
  • Attributes
    • No access – No attributes in user card;
    • View – Possible to view attributes in user card;
    • Manage – Possible to add and delete attributes from user card;

This permission can be “Manage” if Manage attributes is ON and Global grade attributes can be seen or managed if Use Global grade is ON.

  • Capacity for group(s)
    • No access – No capacity in user card;
    • View – Possible to view capacity in user card;
    • Manage – Possible to edit capacity in user card;
  • Availability
    • No access – No Availability in user card;
    • View – Possible to view availability in user card;
    • Manage – Possible to edit availability in user card;

 

Groups permissions

Defines functionality for Resource Groups Management.

Screen #7 – Groups permissions 

  • Scope
    • All groups – Possible to view all groups;
    • My groups – Possible to view only groups of a user (If you have access to other tasks (not only your group), there will be group – Out of scope, user – N/A user);
    • Include with tag(s) – Possible to view groups with some specific tag(s) and users from these groups;
    • Exclude with tag(s) – Impossible to see groups with some specific tag(s) (If excluded group has primary multigroup which is allowed to see, then this excluded group will have name of primary multigroup);
    • Include customized list – Possible to view groups (and users from these groups) from a specified list in this permission;
    • Exclude customized list – Impossible to view groups (and users from these groups) from a specified list in this permission;
  • Show final scope
  • Create and delete groups – User is allowed to create and delete group on Resource Management page;
  • Map, merge, convert groups – User is allowed to Map, merge, convert groups on Resource Management page;

Group card fields

  • Group name – User is allowed to view or view and rename group name from group pop up;
  • Group Rate – This permission is not ready for Deployment 1. Despite of any chosen option there will be no Group rate on Group card
    • No access – No group rate in group pop up;
    • View – Possible to view group rate in group pop up;
    • Manage – Possible to edit group rate in group pop up;
  • Group Risk Factor
    • No access – No Group risk factor in group pop up;
    • View – Possible to view Group risk rate in group pop up;
    • Manage – Possible to edit Group risk factor to values from dropdown in group card;
  • Tags
    • No access – No tags in group card;
    • View – Possible to view tags on group card;
    • Manage – Possible to add and delete tags in group card;
  • Booking ID
    • No access – No Booking ID in group card (Booking ID shows “None”);
    • View – Possible to view Booking ID in group card;
    • Manage – Possible to add, edit and delete Booking ID in group card;
  • Primary multigroup
    • No access  – No primary multigroup in group card for groups which are inside the multigroup;
    • View – Possible to view primary multigroup in group card;
    • Manage – Possible to add ,edit and delete primary multigroup;
  • Subgroups
    • View – Possible to view subgroups in multigroup card;
    • Manage – Possible to add and delete groups from multigroup pop up;
    • No access – No Measure on Material group card;
  • Measure
    • No access – No Measure on Material group card;
    • View – Possible to view Measure on Material group card;
    • Manage – Possible to edit Measure on Material group card;
  • Measure abbrv
    • No access – No Measure abbrv on Material group card;
    • View – Possible to view Measure abbrv on Material group card;
    • Manage – Possible to view Measure abbrv on Material group card;
  • Material rate
    • No access – No Material rate on Material group card;
    • View – Possible to view Material rate on Material group card;
    • Manage – Possible to edit Material rate on Material group card;
  • Unit price
    • No access  – No Unit price on Material group card;
    • View – Possible to view Unit price on Material group card;
    • Manage – Possible to edit Unit price on Material group card;

User Configuration

Every user can set up an individual display of information by hiding or showing items. You can copy the individual configuration from any user or a default profile and set it to other users.

To this end, go to the Admin page, select “Copy configuration” and define what configuration you’d like to apply to the user.

To set up the Default profile configuration, the same sequence of actions should be applied.

Screen #3 – Admin – Copying Configuration

Keep in mind that to define user settings “Manage User Settings” permission should be granted in the role assigned to your account.

Besides, you can select items for assigning to a certain user from the Advanced list.  

Screen #4 – Admin – Copy configuration – Advanced Option

There’s the following list of items:

  • Unmapped Area Height
  • Inactive Projects In Project Filter Expanded On Graphs
  • Use Capacity View
  • Use Output View
  • Show Unmapped Hidden Groups
  • Show Unmapped Hidden Users
  • Use Capacity Units Per Day
  • Shown Columns For Capacity In User Card
  • Bubble Graph Priority
  • Use Financial View In Burnup
  • Total Expected Slider Value In Dashboard
  • Bubble View And Axis
  • Resource Management Filter
  • Create The First Task For Project
  • Create Another Task From Task Card
  • Selected Task Card Tab
  • Show Only Important Task Comments
  • Selected Phases To Filter
  • Projects To Show Empty Phases
  • Timesheet Slider Filter
  • Pipeline Table Columns
  • Timesheet Columns
  • Task Card Columns
  • Milestone Card Columns
  • Summary Card Columns
  • Selected Pipeline Planning Type
  • Show Alternative Blocks Positions In Pipeline
  • Show Material Units In Task Card
  • Shown Pipeline Filters
  • Task List Column Details
  • Shown Group Order
  • Hidden Groups
  • Pipeline Tabs Size
  • Additional Graphs

Besides, Epicflow will suggest you define configuration settings when inviting a new user to the system.

   Screen #5 – Inviting a User 

Default Roles

Administrator


By default, Administrator is permitted to use all the functionality in the system:

 

  • Manage the Pipeline (add projects to the pipeline, synchronize, and remove them)
  • Change Group (map external resources, create, rename, delete, and merge Groups)
  • Change/add/delete Roles (add/remove/modify roles for other users, including oneself)
  • Manage availability (add, delete, invite users, modify capacity and availability for other users and oneself)
  • View company resources (work on Resource Management page)
  • View external data sources (see and add data sources)
  • Change/add/delete all resource assignments (assign any user of any group to a task)
  • Change/add/delete resource assignments for your groups (add, delete, re-assign on a user from the group he/she belongs to)
  • Change/add/delete personal resource assignments (re-assign the tasks previously assigned to anyone to oneself and un-assign them)
  • Change group assignments for all groups (edit group assignments for all groups)
  • Change group assignments for one’s own groups (edit group assignments only for the groups the user belongs to)
  • View resource financial information
  • View project financial information
  • Change resource financial information (edit resource financial information)
  • Change project financial information (edit project financial information)
  • View project approved budget in man-hours
  • Change project approved budget in man-hours

Project Manager


A person assigned to the role of Project Manager is allowed to:

  • Manage the Pipeline (add projects to the pipeline, synchronize, and remove them).
  • Manage availability (add, delete, invite users, modify capacity and availability for other users and oneself)
  • View company resources (work on Resource Management page)
  • View external data sources (see and add data sources)
  • Change/add/delete all resource assignments (assign any user of any group to a task)
  • Change/add/delete resource assignments for groups (add, delete, re-assign to a user from the group he/she belongs to)
  • Change/add/delete personal resource assignments (re-assign tasks previously assigned to anyone to oneself and un-assign them)
  • Change group assignments for all groups (edit group assignments for all groups)
  • Change group assignments for their groups (edit group assignments only for the groups the user belongs to)
  • Manage Milestones and Summaries as well as the structure of the projects

User


People assigned the User’s role are permitted to access functionality that they need to perform their duties:

  • View company resources (work on the Resource Management page);
  • Change/add/delete all resource assignments (assign any user of any group to a task);
  • Change/add/delete resource assignments for their groups (add, delete, re-assign to user from the group they belong to);
  • Change/add/delete personal resource assignments (re-assign the tasks that have been previously assigned to anyone to oneself and un-assign them);
  • Change group assignments for all groups (edit group assignments for all groups);
  • Change group assignments for one’s own groups (edit group assignments only for the groups the user belongs to).

 

Keep in mind that only the Administrator can add a new role with a set of required permissions. Click the “Add New Role” button, specify the user’s role, and fill in the checkbox in the Admin Panel. Any of the above-mentioned roles can be edited by the Administrator in the Admin panel.

Nevertheless, the proposed set of groups is not limited and can be extended with any others in accordance with the developed Group Policy by the customer.

Additional Roles

This part contains a list of Roles that you may want to create as you implement the system of Distributed Roles. They aren’t available in Epicflow by default, so you will have to create them and adjust them based on your needs and requirements.

External Users

If you’re going to grant access to the system to external users, first you have to create an additional role “External user”. We recommend limiting access only to the projects they’ll work with + update for their own assignments. The set of permissions may vary but usually it’s as follows:

  • Change/Add/Delete Resource assignments for your groups
  • Change/Add/Delete one’s own Resource assignments
  • View tasks – Only one’s own or My Group
  • Manage tasks – Only one’s own
  • Only View projects – use a customized list to limit the scope
  • View and manage projects – None

Project-Dedicated Users

We recommend having separately defined roles for each Project. It’ll help you keep your team focused on the Projects and avoid distractions.

The set of permissions may vary but usually, it consists of the following options:

  • Change/Add/Delete Resource assignments for your groups
  • Change/Add/Delete one’s own Resource assignments
  • Change Group assignments for one’s own groups
  • View Pipeline
  • View tasks – My group or Only one’s own
  • Manage tasks – My group or Only one’s own
  • Only view projects – use a customized list or sub-string filter to limit the scope
  • View and manage projects – None
  • Manage Summaries

Project-Dedicated Team Lead

For each Project-Dedicated User group, we recommend creating a Project Dedicated Team Lead. The users who belong to this group should be responsible for Project management in the area of their responsibilities but also the right to view other projects will be useful for them.

The set of permissions may vary but usually, it’s as follows:

  • Change Group
  • Manage Availability
  • View Company Resources
  • View External DataSources
  • Change/Add/Delete Resource assignments for one’s own groups
  • Change/Add/Delete own Resource assignments
  • Change Group assignments for all groups
  • Change Group assignments for one’s own groups
  • View Dashboard
  • View Pipeline
  • Create a project
  • View tasks – My group’s tasks or All tasks
  • Manage tasks – My group’s tasks
  • Only view projects – either customized list or sub-string filtered
  • View and manage projects – either customized list or sub-string filtered but only those which they are responsible for
  • Manage Milestones
  • Manage Summaries
  • View Gantt chart

 

 

Competencies

This tab will be implemented in the upcoming releases.

 

Attributes

This tab will be implemented in the upcoming releases.

Updated on November 10, 2021

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