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author | Frederic Guillot <fred@kanboard.net> | 2017-01-29 11:07:42 -0500 |
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committer | Frederic Guillot <fred@kanboard.net> | 2017-01-29 11:07:42 -0500 |
commit | 0371acff89b14b9bdcb03e72fd9637e26e6b517c (patch) | |
tree | f5878c9c07705379d137843cb8f92e3cdf7c20a8 /doc/en_US/custom-project-roles.markdown | |
parent | 3bf4789be255650b64f42231f41383cb13b65572 (diff) |
Move English documentation to folder en_US
Diffstat (limited to 'doc/en_US/custom-project-roles.markdown')
-rw-r--r-- | doc/en_US/custom-project-roles.markdown | 88 |
1 files changed, 88 insertions, 0 deletions
diff --git a/doc/en_US/custom-project-roles.markdown b/doc/en_US/custom-project-roles.markdown new file mode 100644 index 00000000..40c28e7a --- /dev/null +++ b/doc/en_US/custom-project-roles.markdown @@ -0,0 +1,88 @@ +Custom Project Roles +==================== + +You can create custom project roles to apply a set of specific restrictions on the people that belong to this role. +These custom roles are defined for each project. + +A custom role inherits from the project member role. +For example, you may want to create a custom role to force someone to follow a process. +You can have a group of people that are allowed to move tasks only from the column "Work in progress" to the column "Done". + +Available restrictions +---------------------- + +- Project Restrictions: + - Task creation is not permitted + - Closing or opening a task is not permitted + - Moving a task is not permitted +- Columns Restrictions: + - Task creation is **allowed** only for a specific column + - Task creation is **blocked** only for a specific column + - Closing or opening a task is **allowed** only for a specific column + - Closing or opening a task is **blocked** only for a specific column +- Moving tasks only between specified columns + +Configuration +------------- + +### 1) Create a new custom role + +From the project settings, click on the left on the menu **Custom Roles** and at the top of the page click on **Add a new custom role**. + + + +Give a name to the role and submit the form. + +### 2) Add a restriction to the role + +There are different kinds of restrictions: + +- Project restrictions +- Drag and drop restrictions +- Column restrictions + +You can click on the drop-down menu on the table to add a new restriction: + + + +### 3) List of restrictions + + + +For example, this role is able to create tasks only in the column "Backlog" and to move tasks between the column "Ready" and "Work in progress". + +### 4) Assign the role to someone + +Go to the "permissions" section on the left menu and assign the desired role to the user. + + + +Examples +-------- + +### Allow people to create tasks only in specific columns + + + +- Users that belong to this role will be able to create new tasks only in the column "Backlog". +- The combination of the 2 rules is important, otherwise that will not work. + +### Allow people to change the task status only in specific columns + + + +- Users that belong to this role will be able to change the task status in the column "Backlog". +- Tasks with the status open are visible on the board and tasks with the status closed is hidden by default on the board. + +### Do not allow people to change task status in a specific column + + + +Users that belong to this role won't be able to change the task status in the column "Done". +However, it will be possible in other columns. + +### Allow people to move tasks only between specific columns + + + +Users that belong to this role will be able to move tasks only between the column "Ready" and "Work in progress". |