User roles
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User roles are defined at three levels to maximize flexibility in permission management:
- Each user's process-level role defines the permissions the user has within the process, regardless of their assignment to projects.
- Each user's project-level role defines the permissions the user has within each specific project to which the user is added.
- Each user's task permissions in a project defines the permissions the user has with regards to specific tasks within a project (excluding admins).
Additionally, the Company Admin role supersedes all other roles with the ability to manage certain account settings and monitor license usage across all processes.
Process-level roles
There are five different process-level roles in Midaxo that define user permissions across the whole process:
- Process Administrators control the whole environment and have full access to all projects within the process. They can create new processes and projects, create new user accounts, and assign their user roles. Each process can have its own Process Administrator. This means that if someone is a Process Administrator for one process, it does not mean they can view all the other processes.
- Defined Process Administrator: All the rights of a process administrator, except they can’t add users or new processes.
- Project Creators can create new projects in their assigned process and add members to their projects. When they create new projects, they automatically become the project admin.
- Project Members work within their assigned projects, or even tasks. They need to be assigned to projects by a Process Administrator, a Project Creator, or a Project Administrator. Although their process-level role is Project Member, they can be elevated to Project Admin for certain projects.
- Contacts are placeholder accounts to help you prepare and manage project assignments for people that don't have Midaxo access. Contacts cannot sign in until they are converted to active user accounts.
For more information, jump to process-level permissions in detail.
Project-level roles
At the project level, users can be either Project Administrators or Project Members.
- Project Administrators can access and edit all information and configure permissions within their specific project. Users with process-level roles of Process Administrators also have the same rights as Project Administrators.
- Project Members can only access projects to which they have been added as a team member, by a project or process administrator. They can only access confidential fields, tasks & documents, and issues, when they have been given the rights to do so by the administrators.
Task permissions
For detailed information about task permissions, see How do I manage single user permissions?
Process-level permissions in detail
Here is a more detailed overview of what users are entitled with each of the process-level user roles:
Process/Pipeline
Project Management, Document management
The permissions of Project Members are controlled at a task level, per user or by user group.
