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Configuring the security

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To perform any changes to the workspace, access the "Management arrowrgray Workspace" menu, locate the desired workspace and click on the edit button; however, it is necessary for you to be a member of the Management team set in the workspace, or you will not have permission to edit the data.

 

Use this section to configure who will have access and the permissions these users will have in the workspace tasks:

Parameter

Permission to...

Public*

Execution team*

Assignee*

Reporter*

Create

create tasks in the workspace

Any person can create tasks.

Team members can create tasks.

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-

View

view the tasks of the workspace

Any person can view the tasks.

Team members can view the tasks.

The assignee can view their tasks.

The reporter can view their tasks.

Edit assignee

edit the assignee for the tasks of the workspace

Any person can edit the assignee for the tasks.

The members of the team can edit the assignee for the tasks.

The assignee can edit the assignee for their tasks.

The reporter can edit the assignee for their tasks.

Clone

copy the tasks of the workspace

Any person can copy the tasks.

Team members can copy the tasks.

The assignee can copy their tasks.

The reporter can copy their tasks.

Delete

delete the tasks of the workspace

Any person can delete the tasks.

Team members can delete the tasks.

The assignee can delete their tasks.

The reporter can delete their tasks.

Edit

edit the tasks of the workspace

Any person can edit the tasks.

Team members can edit the tasks.

The assignee can edit their tasks.

The reporter can edit their tasks.

Move

move the tasks of the workspace

Any person can move the tasks.

Team members can move the tasks.

The assignee can move their tasks.

The reporter can move their tasks.

Prioritization

change the prioritization order for the tasks of the workspace

Any person can edit the prioritization order for the tasks.

Team members can edit the prioritization order for the tasks.

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*Public

All users with access to the Board.

*Execution team

Users who are part of the execution team associated with the workspace.

*Assignee

User set in the "Assignee" field in the data of the task created in the Board.

*Reporter

User set in the "Reporter" field in the data of the task created in the Board (not necessarily the creator of the task).

 

Parameter:

▪Create: Users with this permission can create tasks in the workspace/board.

▪View: Users with this permission can view tasks of the workspace/board.

▪Edit assignee: Users with this permission can edit the assignee of the tasks of the workspace/board.

▪Clone: Users with this permission can copy/clone tasks of the workspace/board.

▪Delete: Users with this permission can delete tasks from the workspace/board.

▪Edit: Users with this permission can edit tasks of the workspace/board.

Users:

▪Public: All users with access to the Board.

▪Execution team: Users who are part of the execution team associated with the workspace.

▪Assignee: User set in the "Assignee" field in the data of the task created in the Board.

▪Reporter: User set in the "Reporter" field in the data of the task created in the Board (not necessarily the creator of the task).