Difference between revisions of "Roles"

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User roles are permission sets that control access to certain areas and features in a software.
__FORCETOC__
== User roles on project level == <!--T:1-->
[[BAMOS+]] has different roles for [[project users]]:
[[BAMOS+]] has different roles for [[project users]]:


Line 17: Line 22:
! scope="row"| Read+Write
! scope="row"| Read+Write
| style="text-align:left;" | Person(s) employed or contracted by the lead partner organisation and representing it for a particular project.
| style="text-align:left;" | Person(s) employed or contracted by the lead partner organisation and representing it for a particular project.
| style="text-align:left;" | Has read and write rights on the project level, including the Messaging Centre.
| style="text-align:left;" | Has read and write rights on the project level, except the Messaging Centre.
Cannot attribute or revoke any roles.
Cannot attribute or revoke any roles.
|- style="vertical-align:top;"
|- style="vertical-align:top;"
! scope="row"| Read
! scope="row"| Read
| style="text-align:left;" | Person(s) with read-only rights for a particular project.
| style="text-align:left;" | Person(s) with read-only rights for a particular project.
| style="text-align:left;" | Has read rights on project level, except for sections with personal data.  
| style="text-align:left;" | Has read rights on project level.  
Cannot attribute or revoke any roles.
Cannot attribute or revoke any roles.


|}
|}


== User roles on partner level  == <!--T:1-->


==== Change the role of a user ====
[[BAMOS+]] has different roles for [[project partner users]]:
{| class="wikitable"
|- style="vertical-align:top;"
! scope="col"| Project role
! scope="col"| Who is this?
! scope="col"| Duties and system rights
|- style="vertical-align:top;"
! scope="row"| Read+Write+Submit
| style="text-align:left;" | Person(s) employed by and representing the project partner organisation for a particular project, who are authorised to submit data, documents and forms on behalf of the project partner organisation.
| style="text-align:left;" | Has full read, write and submit rights for all sections on partner level related to its particular project partner organisation.
Has read rights for the control section related to its particular project partner organisation.
Manages information related to the particular project partner.
Must keep project partner data up-to-date.
Submits data, documents and forms to the lead partner.
|- style="vertical-align:top;"
! scope="row"| Read+Write
| style="text-align:left;" | Person(s) employed or contracted by the project partner organisation and representing it for a particular project.
| style="text-align:left;" | Has read and write rights for all sections on partner level related to its particular project partner organisation.
Has read rights for the control section related to its particular project partner organisation.
Cannot attribute or revoke any roles.
|- style="vertical-align:top;"
! scope="row"| Read
| style="text-align:left;" | Person(s) with read-only rights for a particular project partner.
| style="text-align:left;" | Has read rights on partner level for (a) particular project partner organisation(s).
Cannot attribute or revoke any roles.
|- style="vertical-align:top;"
! scope="row"| Lead Partner
| style="text-align:left;" | Person(s) employed by and representing the lead partner organisation for a particular project.
| style="text-align:left;" | Has read rights on partner level for all project partner organisations within the project.
Can attribute or revoke roles.
|- style="vertical-align:top;"
! scope="row"| Controller
| style="text-align:left;" | Person(s) being responsible for the control of a particular project partner in a particular project.
| style="text-align:left;" | Has read rights in all sections on the project level.
Has read rights in all sections on partner level and, in addition, write and submit rights for the control section.
Cannot attribute or revoke any roles.
|- style="vertical-align:top;"
! scope="row"| Designation Authority
| style="text-align:left;" | Person(s) being responsible for the designation of (a) controller(s).
| style="text-align:left;" | Has read, write and submit rights in the Controller designation section only.
Can attribute and revoke only the role of a controller.
 
|}
 
== Change the role of a user == <!--T:1-->


To change a user’s role, you have to
To change a user’s role, you have to
# Select “Modify users” under Project Users
# Select “Modify users” under Project Users/Partner Users
# Select the user whose role you wish to change
# Select the user whose role you wish to change
# Choose the new role and confirm by clicking on “Change”.  
# Choose the new role and confirm by clicking on “Change”.  


The login data of the user stays the same if you indicate the same email address as in the original account.  
The login data of the user stays the same if you indicate the same email address as in the original account. <br>
 
Note that this procedure does not apply to Controllers or Designation Authority users. Information on the modification of controller and designation user accounts can be found [[Controller section|here.]]


At a later stage, also different roles for data on [[partner level]] will be introduced.
== Additional information == <!--T:1-->
''See also:'' [[access]], [[accounts]], [[Forgot Password|forgot password]]

Latest revision as of 07:47, 28 June 2023

User roles are permission sets that control access to certain areas and features in a software.


User roles on project level

BAMOS+ has different roles for project users:

Project role Who is this? Duties and system rights
Read+Write+Submit Person(s) employed by and representing the lead partner organisation for a particular project, who are authorised to submit data, documents, forms and communication on behalf of the lead partner organisation. Has full read, write and submit rights for all sections on project level, including the Messaging Centre.

Manages information related to the particular project. Attributes and revokes user roles on project and partner level, except for control. Must keep project data and user roles up-to-date. Submits data, documents, forms and communication to the MA/JS.

Read+Write Person(s) employed or contracted by the lead partner organisation and representing it for a particular project. Has read and write rights on the project level, except the Messaging Centre.

Cannot attribute or revoke any roles.

Read Person(s) with read-only rights for a particular project. Has read rights on project level.

Cannot attribute or revoke any roles.

User roles on partner level

BAMOS+ has different roles for project partner users:

Project role Who is this? Duties and system rights
Read+Write+Submit Person(s) employed by and representing the project partner organisation for a particular project, who are authorised to submit data, documents and forms on behalf of the project partner organisation. Has full read, write and submit rights for all sections on partner level related to its particular project partner organisation.

Has read rights for the control section related to its particular project partner organisation. Manages information related to the particular project partner. Must keep project partner data up-to-date. Submits data, documents and forms to the lead partner.

Read+Write Person(s) employed or contracted by the project partner organisation and representing it for a particular project. Has read and write rights for all sections on partner level related to its particular project partner organisation.

Has read rights for the control section related to its particular project partner organisation. Cannot attribute or revoke any roles.

Read Person(s) with read-only rights for a particular project partner. Has read rights on partner level for (a) particular project partner organisation(s).

Cannot attribute or revoke any roles.

Lead Partner Person(s) employed by and representing the lead partner organisation for a particular project. Has read rights on partner level for all project partner organisations within the project.

Can attribute or revoke roles.

Controller Person(s) being responsible for the control of a particular project partner in a particular project. Has read rights in all sections on the project level.

Has read rights in all sections on partner level and, in addition, write and submit rights for the control section. Cannot attribute or revoke any roles.

Designation Authority Person(s) being responsible for the designation of (a) controller(s). Has read, write and submit rights in the Controller designation section only.

Can attribute and revoke only the role of a controller.

Change the role of a user

To change a user’s role, you have to

  1. Select “Modify users” under Project Users/Partner Users
  2. Select the user whose role you wish to change
  3. Choose the new role and confirm by clicking on “Change”.

The login data of the user stays the same if you indicate the same email address as in the original account.
Note that this procedure does not apply to Controllers or Designation Authority users. Information on the modification of controller and designation user accounts can be found here.

Additional information

See also: access, accounts, forgot password