Body
Who can use this feature?
- Available in Project applications in Work Management
- License Requirement:
- Technician, Student Technician, or Team Member license or higher;
- Project Manager or higher required for Add Plans and Delete Plans
- Application Access: User must have access to Work Management and the specific Project application
- Application-level Security Role: User's security role in the Project application must include:
- Edit Plans
- Add Tasks
- Edit Tasks
- Delete Tasks
- Add Plans (Project Manager or higher)
- Delete Plans (Project Manager or higher)
Overview
This article provides an overview of the security permissions necessary for operations in the Card Wall and Backlog Manager, serving as a guide for project managers and team members to effectively manage Card Wall plans, lists, and tasks.
Permissions
To access a Card Wall in Backlog Manager or Card Wall, a user must be a resource on a project that has a Card Wall project plan. All other permissions are as follows:
- Boards / Plans
- Create: Security Role Permission "Add Plans"
- Edit: Security Role Permission "Edit Plans"
- Delete: Security Role Permission "Delete Plans"
- Lists
- Create: Project Manager for the Project
- Edit: Project Manager for the Project
- Deactivate: Project Manager for the Project
- Cards
- Create: Security Role Permission: "Add Tasks"
- Edit: Security Role Permission: "Update Tasks"
- Delete: Security Role Permissions: "Delete Tasks