Role Permissions Matrix
This guide provides an overview of action permissions by feature. For full details, please refer to the PDF version.
Basic Principles
- License Limits: A user's maximum permissions are determined by their license, and their actual actions are calculated by combining their license and role.
- Note: Actions not allowed by the license cannot be executed, even if enabled in the role settings.
- Implicit View Access: Users with "Create," "Edit," or "Delete" permissions automatically receive "View" permission in the system.
- Inheritance Rules: If a user has "Edit" permission at the overall program level, but a specific project within that program is set to "View Only," the "View Only" setting takes precedence for that project (lower-level settings take priority).
Role Permission Matrix
Please refer to the PDF below for full details.
Permission Details by Role
Program
Management unit grouping multiple projects.
| Permission | Specific Actions |
| Create | — |
| Edit |
• Link new projects or programs under a program (build hierarchical structures) • Change program name, edit KEY • Change Program Manager • Configure access permissions (add members, grant roles) • Close a program |
| Delete | • Delete the program itself |
| View |
• View on Master Schedule or Dashboard • Display program details page |
Important: Creating or deleting programs is restricted to users with an Innovator license. Granting these roles to Leader or Collaborator license holders will not allow these actions.
Project
Permissions for individual project settings and management features.
| Permission | Specific Actions |
| Create | — |
| Edit |
• Add tickets under a project (*may be linked to ticket creation permissions) • Change basic information (Project name, PM, duration, etc.) • Customize ticket categories and input fields • Configure team settings • Configure access permissions (add members) |
| Delete | • Delete the project itself |
| View |
• View projects (display in search results and lists) • View dashboards and reports |
Important: Users with a Collaborator license cannot modify project settings (such as customizing categories) even if assigned an Edit role. Project settings can only be configured by Innovator or Leader license holders.
Ticket
Permissions for daily task management.
| Permission | Specific Actions |
| Create |
• Create new tickets (tasks, issues, risks, etc.) • Add subtasks |
| Edit |
• Change status (e.g., Open to Completed) • Update assignee, due date, details, and progress rate • Attach files • Add comments |
| Delete | • Delete tickets |
| View |
• View ticket details • Display in lists, boards, and Gantt charts |
Special Permissions Outside Roles (Job Title / Creator Permissions)
| Feature / Screen Action | Eligible Users (Conditions) |
| Master Schedule: Sort / Display settings |
Program Manager Applicable only to assigned Managers, regardless of license or role. |
| Dashboard: Health score calculation target settings | Project Manager |
| Dashboard: Program list item settings | Program Manager |
| Dashboard: Edit / Delete templates |
Template Creator Cannot be edited by other users (duplication is allowed). |
| Risk Analysis: Start analysis (Create new) | Project Manager |
| Risk Analysis: Risk evaluation (Respond) | Members assigned as Risk Evaluators |
| Workspace Settings: Add users, manage licenses, etc. | Innovator License Holders (System Administrators) |