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Rights, roles and groups

Make sure everyone only has access to what is intended for him or her

Not everyone needs to be able to do and see the same thing in a project management tool. External parties do not need access to your sensitive company information and the person doing rounds does not need to add new users. By assigning everyone the right role and rights, you prevent someone from viewing or modifying information that they should not have access to. To prevent having to adjust this per person, create groups and subgroups with people who are assigned the same rights and roles.

Only access to what you need

You can only see the folders and files you have access to

Make many changes at once thanks to groups

Add people with similar responsibilities to groups so you can give them the same permissions at once.

With the right role you know where you stand

Do you create forms or just fill them in? Roles make it clear.

A role for every project

Sometimes you are an administrator, sometimes a user. That varies per project, also in Prostream.

Only access to what you need

With the rights and roles assigned to you, you only see the files, tasks and actions that you have access to. For example, you only see approved documents: exactly the files that you need to get started. External parties also do not have access to company information. That’s very safe.

Make many changes at once thanks to groups

People with the same role within a company often have the same rights within a project. By adding them to a user group, you grant rights to the entire group at once. You can split this up again with subgroups.

With the right role you know where you stand

As an administrator, you create forms, assign tasks and create metadata sets. You also set the rights for others in your Prostream environment.

As a user, you only see the files to which you are authorized. You cannot add other users or change templates. Per project, it can be indicated which folders a user can or cannot see.

A role for every project

One project is not the other. The roles therefore also differ per project. For example, you can be a user for your organization, but an administrator on a number of projects, in addition to being a user on a number of others.

Answer to

Frequently asked questions about rights, roles and groups

What exactly are rights, roles and groups?

In Prostream you can assign user rights and roles to each user. There are two roles: user and administrator. User rights are about which rights a user has, for example within a project. Is he only allowed to view documents or also edit them? Is he allowed to create folders? Each user can be assigned – and denied– different rights.

How do rights, roles and groups work?

Assigning roles to users is easy via Colleagues or Project Members. Select the person whose role you want to adjust and click on Change Roles. Via New User you add a new Prostream user. How to adjust the rights of users, you can read here.