Permissions

The options you have when working with a particular item depend on your roles for the associated workspace and your relationship to that item. This section describes Allegra’s behavior regarding task permissions.

The following tabs are disabled when you create a new item:

• “History”, since there is no history for a new item

• “Comments”, since it is not useful to comment on an item that has not yet been created

The “Assets” tab is always active. The tab “Work/Costs” is active if the workspace itself has work and cost tracking enabled and if you have one of these rights:

• Add Expenses

• View All Expenses

• Change Budget

You get these permissions indirectly through the roles you have in this workspace. The “Observer” tab is enabled if you have the “View all observers” or “Change observer list”. You obtain these rights indirectly through the roles you have in this project.

The “Version Control” tab is enabled if there is a connection between this item and the version control repository set up in this system.

Note

There may be entries here even though you have not set up version control for the project to which this task belongs. In this case, it is likely that the link originated from a repository in another workspace. Allegra does not suppress these links if a workspace does not have a version control repository set up.

Most buttons are disabled for inactive workspaces. When a workspace is not in the inactive status, you have the following options.

For the Comments tab:

• The Add, Delete, and Edit buttons are always enabled.

• The individual comments can be edited and removed by the author and the project administrator.

For the Attachments tab:

• All buttons are always enabled unless the workspace is inactive. If the workspace is inactive, you can only download the attachment.

For the Work / Expenses tab:

• Add Costs: This feature is active when the workspace is active and you have the “Add Cost” permission over the role(s) you have in this workspace.

• Edit and Delete Expenses: This feature is active when the workspace is in “active” status. You cannot edit or delete expenses when a workspace has been archived or closed.

• Individual expense entries can be edited / deleted by the project administrator and the creator of the expense.

• “Total budget” button: This feature is active if you have the “Change budget” permission over the roles you have in this workspace.

• “Remaining Budget” button: This feature is active if you have the “Change Budget” permission or are the current responsible or manager of this item.

For the Observer tab:

• Add readers/add/delete editors: You must have the “Change Observer List” permission via the roles you have in this workspace.

• Remove me as editor/Remove me as reader: This is always active. You can view an observer list at any time.

• Add me as editor: This feature is always active when you create an item. For an existing item, this is only active if you have the “Modify” permission for that workspace.

• Add me as a reader: You must have the “Read” permission for this workspace.