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Button name | Description |
|---|---|
This button sends the exported data in .csv format to the e-mail address of the logged-in user. | |
This button downloads the export of this data in .csv format: | |
This button sends the exported data in .xlsx format to the e-mail address of the logged-in user. | |
This button downloads the export of this data in .xlsx format: |
Export platform roles
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 No access | role often "stronger" than others |
📁 Project | One or more specific projects | Team member, project manager | From a project No access or from a user No access | Applies only to projects concerned |
🏢 Hierarchical | One hierarchical level + levels below | Access conditional on an organizational perimeter | From the user file No access | 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 Monitor. Please note: its role cannot be changed.
Rights required :
No view or filter can be set for this export.
Here are the fields on the export screen:
Table columns
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