Similar to Asite's forms and projects, you can assign specific privileges for Playbook.
To access the privileges matrix, go to your plan settings by clicking on the cog icon in the top right corner.
You will be taken to the configuration view where packages and sub-packages were created. At the top, you will find a tab called "Permission Matrix". Click here to set up privileges for this particular plan.
The Permission Matrix displays the existing project roles and their associated privileges, allowing you to assign or remove privileges based on user roles. Hover over the columns with your mouse to see the full description of each privilege. Below, you will find a more detailed explanation of each role's privileges and their implications.
Can Assign Roles within Playbook Configuration
Description: This permission allows users to assign roles for the following positions:
Playbook Admin
Playbook Manager
Package Owner
Subpackage Owner
Hold Point Owner
Functionality Impact: If this privilege is not assigned to you, you cannot assign roles within the configuration view.
Assigned to Workspace Administrator by Default: Yes
Can Configure Package Attributes within Playbook Configuration
Description: This permission enables users to configure attributes.
Functionality Impact: Without this privilege, you will not be able to create new attributes or attribute groups (sections).
Assigned to Workspace Administrator by Default: N/A
Can Create Columns (Gates) in the Playbook Configuration
Description: This permission allows users to add columns to the plan.
Functionality Impact: Without this permission, you cannot add columns, making it impossible to create a matrix for the plan.
Assigned to Workspace Administrator by Default: N/A
Can Delete Columns (Gates) in the Playbook Configuration
Description: This permission enables users to remove columns from the plan.
Functionality Impact: Without this permission, you will not be able to remove any columns from the plan.
Assigned to Workspace Administrator by Default: N/A
Can Populate Gate Description
Description: This permission allows users to add and edit descriptions and sub-descriptions for columns (Gates).
Functionality Impact: Without this permission, you will not be able to add or change the descriptions of the plan's columns.
Assigned to Workspace Administrator by Default: N/A
Can Populate Gate Start and End Dates
Description: This permission enables users to add and edit start and end dates for gates.
Functionality Impact: Without this permission, you will not be able to add or change the start or end dates for the gate.
Assigned to Workspace Administrator by Default: N/A
Can Create Rows (Disciplines) in the Playbook Configuration
Description: This permission allows users to add rows to the plan.
Functionality Impact: Without this permission, you will not be able to add or change the start or end dates for the gate.
Assigned to Workspace Administrator by Default: N/A
Can Delete Rows (Disciplines in the Playbook Configuration
Description: This permission enables users to remove rows from the plan.
Functionality Impact: Without this permission, you will not be able to remove any rows from the plan.
Assigned to Workspace Administrator by Default: N/A
Can Create Packages within Playbook Configuration
Description: This permission allows users to add packages and sub-packages to the plan.
Functionality Impact: Without this permission, you will be unable to add any packages or sub-packages to the plan.
Assigned to Workspace Administrator by Default: N/A
Can Delete Packages within Playbook Configuration
Description: This permission enables users to remove packages and sub-packages from the plan.
Functionality Impact: Without this permission, you will not be able to remove any packages or sub-packages from the plan.
Assigned to Workspace Administrator by Default: N/A
Can Assign Packages Owners within Playbook Configuration
Description: This permission allows users to assign owners to packages and sub-packages.
Functionality Impact: Without this permission, you will not be able to assign package and sub-package owners.
Assigned to Workspace Administrator by Default: N/A
Can Populate Start and Due Dates on Packages in Playbook Configuration
Description: This permission allows users to add and edit the dates for when packages or sub-packages are scheduled to be delivered.
Functionality Impact: Without this permission, you will not be able to add or change the start or due dates of any package or sub-package.
Assigned to Workspace Administrator by Default: N/A
Can Populate Package Attribute Values on Packages I am the owner of
Description: This permission allows users to add attribute values to packages and sub-packages that they own.
Functionality Impact: Without this permission, you won't be able to add any attribute values to your packages and sub-packages.
Assigned to Workspace Administrator by Default: N/A
Can Populate Package Attribute Values on Packages I am not the owner of
Description: This permission enables users to add attribute values to any packages and sub-packages.
Functionality Impact: Without this permission, you will not be able to add attribute values to packages you do not own.
Assigned to Workspace Administrator by Default: N/A
Can Add Tasks to packages I am the owner of
Description: This permission allows users to add tasks to their owned packages and sub-packages.
Functionality Impact: Without this permission, you will not be able to remove tasks from your packages and sub-packages.
Assigned to Workspace Administrator by Default: N/A
Can Delete Tasks from packages I am the owner of
Description: This permission enables users to remove tasks from their owned packages and sub-packages.
Functionality Impact: Without this permission, you will not be able to remove tasks from your packages and sub-packages.
Assigned to Workspace Administrator by Default: N/A
Can Delete Tasks from packages I am not the owner of
Description: This permission allows users to remove tasks from any packages and sub-packages.
Functionality Impact: Without this permission, you will not be able to remove tasks from packages and sub-packages you do not own.
Assigned to Workspace Administrator by Default: N/A
Can Add Tasks to packages I am not the owner of
Description: This permission allows users to add tasks from any packages and sub-packages.
Functionality Impact: Without this permission, you won't be able to add tasks to the packages and subpackages you are not an owner of.
Assigned to Workspace Administrator by Default: N/A
Can Add Documents to tasks which I am the owner of
Description: This permission allows users to add documents to tasks for which they are the owner.
Functionality Impact: Without this permission, you will be unable to complete tasks you own due to an inability to add necessary documents.
Assigned to Workspace Administrator by Default: N/A
Can Add Documents to tasks which I am not the owner of
Description: This permission enables users to add documents to any task, regardless of ownership.
Functionality Impact: Without this permission, you will not be able to complete tasks you do not own as you cannot add required documents.
Assigned to Workspace Administrator by Default: N/A
Can Delete Documents/Forms on tasks which I am the owner of
Description: This permission allows users to remove documents from tasks for which they are the owner.
Functionality Impact: Without this permission, you will not be able to remove forms or files from tasks you own.
Assigned to Workspace Administrator by Default: N/A
Can Delete Documents/Forms on tasks which I am not the owner of
Description: This permission enables users to remove documents from any task, regardless of ownership.
Functionality Impact: Without this permission, you will not be able to remove forms or files from tasks you do not own.
Assigned to Workspace Administrator by Default: N/A
Assign or remove privileges for roles as required by selecting the corresponding checkboxes, then click on "Update".
If you need to assign user groups, users, and organizations to the new role, go back to the main project settings and define user roles and access.
Next: Attribute Configuration