Overview
Audience: TeamDynamix users who work with Projects
TeamDynamix Project security roles determine what users can view, create, edit, and manage within the Projects application.
Two Project security roles are available:
- Project Team Member — Participates in project work and updates assigned work.
- Project Manager — Creates and manages projects and their associated work.
Assign users the role that provides the level of access needed for their responsibilities. Use the least-privilege approach, that is assign the lowest level of access that allows the user to complete their responsibilities.
To request a TeamDynamix Project security role, please submit a TeamDynamix Admin Request Form.
Attached to this knowledge base article is a PDF of the definitions of each permission in the table.
Project Security Role Permissions Table
Permissions for Each Project Security Role
| Permissions |
Project Team Member |
Project Manager |
| Category: Issues |
|
|
| Add Issues |
|
Yes |
| Assign Issues |
|
Yes |
| Delete Issues |
|
Yes |
| Edit Issues |
|
Yes |
| Manage Issue Categories |
Yes |
Yes |
| Move Issues |
|
Yes |
| Update Issues |
|
Yes |
| Category: Project |
|
|
| Add Global Reports and Global Report Folders in Projects |
|
Yes |
| Add Projects |
|
Yes |
| Add Templates |
|
Yes |
| Can Move Files Between Projects |
|
Yes |
| Manage Project/Request Sections |
|
Yes |
| Modify Project Initial Values |
|
Yes |
| View Project Resource Report |
Yes |
Yes |
| View Time Detail Report |
Yes |
Yes |
| View Time Summary Report |
Yes |
Yes |
| Category: Project Request |
|
|
| Add Named Resources to Role Forecasts |
|
Yes |
| Always Assign Requests to Workflows |
|
Yes |
| Always Edit Requests |
|
Yes |
| Change Scorecards |
|
Yes |
| Staff Requests |
|
Yes |
| Category: Project Template |
|
|
| View Project Templates Page |
|
Yes |
| Category: Risk |
|
|
| Add Risks |
|
Yes |
| Delete Risks |
|
Yes |
| Edit Risks |
|
Yes |
| Manage Risk Categories |
Yes |
Yes |
| Move Risks |
|
Yes |
| Update Risks |
|
Yes |
| Category: Survey |
|
|
| Access All Project Surveys |
|
Yes |
| Create and Modify Project Surveys |
|
Yes |
| Category: Task |
|
|
| Add Plans |
|
Yes |
| Add Tasks |
|
Yes |
| Add Time Against Tasks for Other Team Members |
|
Yes |
| Add Time to My Tasks Only |
Yes |
|
| Add Time Type Limits |
|
Yes |
| Can Baseline Plans and Tasks |
|
Yes |
| Delete Plans |
|
Yes |
| Delete Tasks |
|
Yes |
| Edit Plans |
|
Yes |
| Edit Tasks |
Yes |
Yes |
| Set the Completed Date of a Task |
Yes |
Yes |
| Update Tasks |
Yes |
Yes |
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