In the Monitoring system, users are invited to become members for each workspace and board. At that point, they are assigned a role that grants them specific rights within the workspace and board.
Once a member has become a member, the user acts in the board according to the rights granted by their role, subject to the permissions defined in the board.
It should be noted that users are managed in the organization's global directory. Therefore, when adding a new member, you may find that they are already included in the directory but without access to the current board.
Roles of members in Monitoring
In the Tracking section, there are 5 different roles that grant access to application features:
| Rôle | Présentation |
|---|---|
| Fantôme | Le membre Fantôme n’a aucun droit dans l’application et n’y accède d’ailleurs pas. Son existence dans un board est dû soit à un import depuis un fichier CSV dans lequel il est mentionné, soit au besoin du board pour lequel il sera mentionné dans les données (ex : il est responsable d’un projet listé dans un board de type Suivi de projets). |
| Visiteur | Le membre Visiteur a accès au board uniquement en consultation. |
| Editeur | Le membre Editeur peut consulter mais également modifier les données saisies dans le board. En revanche, il ne peut ni en ajouter, ni en supprimer |
| Contributeur | Le membre Contributeur peut : - consulter les données du board, - Modifier les données du board, - Ajouter / supprimer des données du board, - Créer de nouveaux boards, - Modifier le modèle du board en ajoutant / supprimant des attributs. |
| Administrateur | Le membre Administrateur a tous les droits sur le board y compris la gestion des membres. |
Board permissions
Roles can be supplemented by permissions. Indeed, every member can have a role, which grants them the ability to participate in the board with varying degrees of access. However, the board administrator can restrict certain actions by granting limited permissions.
The new permissions management allows you to define permissions individually for each element of your board, thus offering unprecedented granularity in access and modification management.
In the dashboard, this function is offered in a dedicated interface accessible from the context menu. Permissions of the board. Permissions are customizable for access rights:
- Visibility of board elements (Visibility),
- Board elements updated (Update)
- Deleting board items (Delete).
For each type of permission, it is possible to define whether they are given to all board members according to their role (editor, contributor, etc.) or to a limited population that can be designated through user-type attributes.
For each right, it is possible to add an additional condition based on an attribute other than the User attribute.
For example, if you want to limit modifications to a project by its project manager, consultant, or department head, you can do so as follows:
To configure board permissions, you need to have an Administrator role.
- From the board, click on the button … .
- Choose Permissions.
- Select the desired permission restrictions and identify the User attribute(s) to which you want to apply the permission.
- Close the dialog box. From now on, certain actions are restricted to certain users.
Invite a member
You can invite a member to a workspace or to a board (which automatically invites them to the workspace, but the reverse is not automatic).
To invite a member
- Click on the avatars Or … > Manage users if it is a workspace or click on the avatars Or Invite if it is a board.
- Click on the tab Add members.
- Choose a member or enter the member's email address if they are not already listed in the directory.
- Click on Entrance if you have entered a new email address.
- Specify the member's role from the available roles.
- Click on To validate.
The member has been added. They will receive a login invitation if they were not already listed in the organization's directory under Follow-up.
Access to inviting a new member to a workspace or board