Once a project has been created you can Assign roles to users of the Project. Also, project Teams can be created.
The options to create Role and Teams are available under Administration in the navigation pane
Once we navigate to the Role tool, a list of roles if created already will be displayed. Here we add new roles for the various project members of your organization.
Click on and Add Roles dialog will open.
Enter the role name and click on to create a new role
Note:
1. Role Assignment can be done only by the Admin/Project Manager.
2. Access to each module is controlled as per the role in the organisation
3. If only view access is to be given to a particular role, uncheck the Add/Edit and Delete options
Click on from the roles list to edit, view or remove roles.
· Edit: Details of the role can be edited
· View: To view the details of a particular role
· Delete: The roles created here can also be deleted by using this option
Once roles are created users in a project can be assigned roles. Assign roles tool is available under the Setting.
Click on the assign role dialog will open. Select the role from the drop down, where the list of roles created will be displayed. To Add a User to that role , search/select a user from the list of users under your project.
Click on to finish assigning a role to a user.
We can also assign roles to a Group of users.
Click on, assign role for a group dialog will open, where we can select a role and then add a User Group.
Click on to finish assigning a role to a User Group.
The assigned roles can also be Edited or Deleted. Click on against a role to edit or remove roles.
Teams help in grouping users based on their area of work. Krion6D enables you to create Teams and assign Team Codes to identify the team uniquely.
Navigate to Teams Under Administration from the navigation pane
Teams created in organisation will be displayed.
To add a new team, click on . Add team dialog will open where we can enter a Team Name and Team code
After entering Team Name and Team Code click on Create to finish creating a team.