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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Roles

Roles

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
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Table of contents
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

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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:

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Compress the attachment if sending by emailCompress the attachment if sending by email
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Keep the "rich text" formatKeep the "rich text" format

Table columns

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Here's the list of columns in this export table (in .csv or .xlsx format) and which fields they correspond to:
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