Overview

Roles are like “groups” of users who perform similar duties, e.g., Business Analysts, QA Managers, Testers, etc.

In TopTeam, roles are used to consolidate security permissions and define workflows for a project.

We recommend that you manage TopTeam repository security by creating roles and then assigning these roles to Project Team Members.

Learn more about roles concepts,

This article describes the steps for creating roles.

Prerequisites

You must have TopTeam Administrator permissions to create Roles.

Step 1. Go to the Administration section

Step 2. Click Configure System Security🡪 Click Define Roles and Specify Permissions

Step 3. Define Roles and Specify Permissions window opens. Click New Role to create a new role

Step 4. Enter the new Role’s information

Step 5. Click Yes to grant permissions to the new Role

Step 6. You can grant/revoke permissions to the new Role for any record type

A new Role has been created.

 

See Also

Managing Project Permissions & Granting Roles to Team Members

Creating Workflow and Security Roles (TopTeam Desktop)

Assigning Roles to Team Members in Projects

Granting Permissions to Roles

Granting Project access and Roles to User Groups

Revised: November 8^th, 2023