Project Reporter lets you use roles to control which users see which project
information. When you install Project Reporter, several roles are defined by
default, which you can assign to any new user accounts that you create. You can
also edit these roles to customize them, or create new roles from scratch.
Each role is defined by the report pages that it
allows access to, and for each page, the views that are accessible within that
page. So, for example, you might give executives access only to the Project
Portfolio page, and include cost-related views in that page. For a project team
member, you might give access only to the My Tasks page, and not display any
cost-related views.
When managing roles and views, you should note the following tips:
-
If you create a new view, remember to assign it to one or more roles (using the
Edit
command on the Roles page), in order to make it accessible to users.
-
If you create a new role, remember to assign it to one or more users (using the
Edit
command on the Users page), so that the appropriate users can see the views that
are enabled for the role.
-
If a user account has multiple roles assigned to it, the user will be able to
see all report pages and views that are enabled for any of the roles assigned.
