Manage roles and permissions
Note: In order to be able to access the administration panel and manage roles and permissions you need to be a system admin.
A role is a set of permissions that can be assigned to any project member. Multiple roles can be assigned to the same project member.
In contrast to “normal” project roles, Global roles are project-overarching roles that allow certain actions (for example, creating projects).
Create a new role
To create a new role navigate into administration panel and select Roles and permissions from the menu on the left. You will see the list of all the roles that have been created so far. After clicking + New Role a form will open and you will be able to specify the role.
You will then be able to specify the following:
- Role name
- Define whether the role is a global one
- Define whether work packages can be assigned to the role
- Copy the workflow from an existing role. In case you select a role from the dropdown list, the respective permissions will be copied
- You can specify the permissions per OpenProject module.
Don’t forget to save the new role at the bottom of the page.
Edit and remove roles
To edit a role navigate to the roles overview list and click on the role name (1). To remove an existing role click on the delete button (2).