TrackStudio Enterprise 3.1
Security Concepts

This topic describes how to configure user permissions.

Effective statuses determine:

  • what tabs users can view (Statuses -> Edit tab in the User Management mode).
  • what buttons users can press (Statuses -> Edit tab in the User Management mode).
  • what fields users can view and edit (Statuses -> Edit tab in the User Management mode).
  • what tasks users can create, modify and delete (Categories -> Permissions tab in the Task Management mode).
  • what messages users can view and create (Workflows -> Permissions tab in the Task Management mode).

Effective statuses are based on 

• user’s own status -- specified either when a user is created or with the User -> Edit tab in the User Management mode. 

assigned statuses -- specified on the Access Control -> Assigned Statuses tab in the Task Management mode. 

While you are working in the User Management mode, the list of effective statuses contains only one item – the user’s own status. 

While you are working in the Task Management mode, the list of effective statuses is estimated on the basis of the user’s own status and assigned statuses. To perform a particular action, the action should be permitted for least one of the user's effective statuses.

  • Accessible tasks are tasks (and subtasks) for which a user has an assigned status.
  • Restricted tasks are tasks which lie between the root task and accessible tasks. You can use restricted tasks only for navigating. You can neither view the description of restricted tasks nor modify them
  • Accessible tasks and restricted tasks are called visible tasks.
  • You cannot access invisible tasks.

 

• To make a task accessible for the user and to apply the user’s own status as the effective status for this task (a developer user must have the developer permissions for this task), create an assigned status with the default parameters. 

• To make a task accessible for the user and to extend the list of effective statuses (a developer user must have both the developer and manager permissions for the task), create the necessary assigned statuses for the task. You do not have to define the user’s own status and assigned statuses when they are already specified for the parent tasks. They will be inherited automatically. 

• To make a task accessible for the user and to completely redefine the list of effective statuses (a developer user must have only the manager permissions for the task), create the necessary assigned status for the task and select the override check box. In this case the user's own status and assigned statuses specified for the parent tasks are not taken into account when effective status is estimated. 

All statuses (except the administrator status) have one parent status and form a hierarchy of statuses. Which permissions you can set for a status depend on the position of the status in the hierarchy: a child status cannot have broader permissions than its parent status.

To configure:
  • what tabs users can view
  • what buttons users can press
  • what fields users can view and edit

use the Statuses -> Edit tab in the User Management mode.

To configure:
  • what tasks users can create
  • what tasks users can modify
  • what tasks users can delete

use the Categories -> Permissions tab in the Task Management mode.

To configure:
  • what messages users can view
  • what messages users can process (create)

use the Workflows -> Permissions tab in the Task Management mode.

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