Introduction to User Types, Roles, and Permissions

Permissions in Clarizen let you manage users by their roles in the organization and in the project, their group affiliation, and based on specific objects in the system.

With permissions, you can expose only the relevant data to specific users, and restrict access to sensitive and financial data.

There are different levels of permissions to allow for maximum flexibility and control over security and access around users and objects in Clarizen. The following table describes the main building blocks that make up the permissions mechanism.

 

 

Values

Applies to

Description

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Permission Access Levels

●       Viewer

●       Editor

Work Items, Cases and Customers.

Allows managing edit/view permissions for users, groups or profiles on Work Items, Cases and Customers.

 

Default permissions are based on the Role.

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Roles

Work Item

●       Project Manager

●       Owner

●       Team Member

●       Manager

●       Resource

Cases

●       Team member

Customer

●       Technical Account Manager

●       Account owner

Group/user

●       Resource Manager

●       Direct Manager

Work Items / Cases/ Customer

Defines the user’s role and related permissions in the Work Items / Cases/ Customer.

 

Each role has default view/edit permissions for Work Items and other objects, on top of the default organization-level permissions.

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Permissions mode

●       Basic

●       Enhanced

System

An organization-wide setting that defines permissions using one of two modes:

●    Basic - All objects are read-only by all users in the system. To edit objects, a user must have a role.

●    Enhanced - A user must have a role to read or edit objects

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User Types

●       Admin

●       External

●       Financial

●       Superuser

●       Internal

System

Defines which data is available to users

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License Types

●       Full

●       Team Member

●       Time & Expense

●       Requestor/Social

System

Defines which objects are available

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