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User permissions: how to set or edit

User Permissions

Roadmap distinguishes between users and resources:

  • Users can log into Roadmap and be assigned to tasks, etc
  • Resources cannot log into Roadmap but can be assigned to tasks.  Resources can be people or companies.
  • Project roles are used to describe the functional expertise of any user or resource.  For example: Business Analyst, Developer, Sr. Designer, etc.  In contrast, the columns below represent system roles, which define access and permissions.


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How to Set or Edit User Permissions

You set or edit user permissions on the Resources Tab > All Resources view or the Resource 360 > Settings page, and set the permissions when first creating a user.

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