Configure rights in general, hierarchical and project roles.
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  Setup - Team tab or from 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 Monitor. Please note: its role cannot be changed.
List of roles
Create a new role 
Roles - Creating and modifying a role
Rights required :
Consult platform administration roles- Create platform administration roles
This button is used to sort :
- in ascending order on first click (down arrow)
- in descending order on second click (arrow up) A third click on this button removes the sorting.
Sorting is performed on the header of a list in the application: list of views, users, projects, etc.
A list of the platform's roles is displayed, with the role's name, description, whether it is mandatory for the team, and the type of license.
It is not possible to change view on this screen.
Rights required : Consult platform administration roles
Click on a role to make changes.
Roles - Creating and modifying a role
Rights required :
- Consult platform administration roles
- Modify platform administration roles
We can have a filter All projects or a filter that works with criteria.
This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.
Click on 
Creating and modifying a role
The role creation/modification form is similar, and is divided into three tabs:
- Roles - File tab
- Roles - Rights tab
- Roles - Subscriptions tab
Displays the list of modifications made to this role, by all users.
Stocks are sorted from the most recent to the oldest date.
Rights required :
- Consult platform administration roles
- Create platform administration roles
- Modify platform administration roles
This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.
Validates your changes. This may redirect you to the previous page on some screens.
File tab
This tab contains all the information and parameters concerning a role.
Here are the fields found in this screen:
Code Wording Long label Description Display order dashboard template Project team Request team general role Mandatory hierarchical roleproject manager Team general role hierarchical role Roles it can affect Roles that can affect it If multilingual configuration is enabled, an additional field must be filled in a section Multilingual.
This field corresponds to the object label in the other language.
Rights tab
This screen lists the various rights associated with a role.
Checking a right gives it to all users who have the role in question.
Unchecking a right, on the other hand, removes a right from all these same users.
You can search for a right by type, theme, function, right name and license type. Simply enter a character to display only the relevant items in the list.
The list on the left of the screen can be used to display :
- All rights
- Active rights
- Inactive rights
If rights are assigned to a role, then the user who has that role will not have the rights until the next logout/login.
Read more : 
List of rights
Subscriptions tab
Subscription listYou can add a subscription by clicking on this button. A pop-up window appears. You can choose an event linked to thesubscription , as well as the subscription frequency.
Activates a subscription after deactivating it.
Allows you to deactivate a subscription without deleting it.
Subscriptions are associated with a user and send information by e-mail at specific times, according to defined criteria (such as project filters). For example, the list of activity entries is sent each month.
You can also choose the frequency of e-mail alerts from 9 options, and activate or deactivate a subscription at any time.
Subscription listThis screen is used to set up subscriptions for roles.
Subscriptions can be associated with a role , just as role can be associated with users.
To modify subscriptions for a particular user ➡
Allows you to launch thesubscription mail now, even if it's not the designated frequency.
Allows you to delete a subscription. A pop-up window appears to confirm deletion.
Duplicating a role
This action creates a new role with a single click, keeping all fields filled in.
Please note that rights and subscriptions are only copied once the new role has been registered.
Rights required :
- Consult platform administration roles
- Create platform administration roles
All fields are copied, for all three tabs:
- Roles - File tab
- Roles - Rights tab
- Roles - Subscriptions tab
Role comparison
To compare two roles, simply tick both roles in the role list and click on Compare.
🚩 You can't compare more than two roles.
Rights required :
- Consult platform administration roles
- Modify platform administration roles
Validates your changes. This may redirect you to the previous page on some screens.
On the left of the screen, you can see :
- All rights for both roles
- Identical rights for both roles
- Different rights
If a right is activated for a role, the box corresponding to the right will be ticked on the right-hand side of the screen.
Role rights can be modified by checking/unchecking them.