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Produced by Virage Group

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Roles
Roles
Roles

Roles

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Roles
Roles
‣
Table of contents
  • Export platform roles
  • Table columns
Platform roles export screen
Platform roles export screen

Screen-specific actions

Button name
Description
CSV by email

This button sends the exported data in .csv format to the e-mail address of the logged-in user.

CSV

This button downloads the export of this data in .csv format: EXPORT_ROLE-DATE.csv

Excel by email

This button sends the exported data in .xlsx format to the e-mail address of the logged-in user.

Export to Excel

This button downloads the export of this data in .xlsx format: EXPORT_ROLE-DATE.xlsx

Export platform roles

icon
role (general, project, hierarchical) Set of basic rights. Each application user has one or more roles, such as project manager, team member, administrator...

Role type comparison table

role type
Range
Main application
Award method
Special features
🧩 General
The whole application
Global rights (admin, data entry, settings, etc.)
From the user file
role often "stronger" than others
📁 Project
One or more specific projects
Team member, project manager
From a project or a user
Applies only to projects concerned
🏢 Hierarchical
One hierarchical level + levels below
Access conditional on an organizational perimeter
From the user file
Gives rights to objects attached to this level
  • Roles are cumulative: a user can have several roles of different types. Rights are cumulative.
  • generalrole priority: if a general role grants more rights than project or hierarchical roles, the latter become indicative.
  • Non-attachable objects are fully visible as soon as a right is granted to them, regardless of the role type.
🚨

The Super Administrator role is a specific role : it has full rights in the Project MonitorProject Monitor. Please note: its role cannot be changed.

🚦

Rights required :

  • Consult platform administration rolesConsult platform administration roles

No view or filter can be set for this export.

Here are the fields on the export screen:

‣
Compress the attachment if sending by emailCompress the attachment if sending by email

If this box is checked, when this export file is sent by e-mail, it will be compressed.

‣
Keep the "rich text" formatKeep the "rich text" format

Table columns

‣
Here's the list of columns in this export table (in .csv or .xlsx format) and which fields they correspond to:
  • Wording ➡️ WordingWording of role
  • Description ➡️ DescriptionDescription of role
  • Dependent roles ➡️ Roles it can affectRoles it can affect
  • role within the project team ➡️ TRUE if the box Project teamProject team is checked, otherwise FALSE
  • role on the team ➡️ TRUE if the box MandatoryMandatory is checked, otherwise FALSE
  • role assigned to the user ➡️ TRUE if the box general rolegeneral role is checked, otherwise FALSE
  • role assigned to the user ➡️ TRUE if the box hierarchical rolehierarchical role is checked, otherwise FALSE
  • List of subscriptions ➡️ Subscriptions added to the role
  • theme This is the theme law List of rightsList of rights
  • Function ➡️ This is the technical code for the function
  • Label ➡️ This is the name of the function
  • Action This is the technical code for the law
  • Wording ➡️ This is the name of the right