Roles

Project management can be a challenge whether it be for big or small teams. In order for things to run smoothly, having a defined team hierarchy can sometimes be a determining factor. This is why we created roles in DoneTonic.

Managing roles

Roles work at a project level, and can be customized so a role can only create, modify or delete tasks, boards, PBIs, sprints…

This is easily managed in the Roles menu. You will find it in the Configuration dropdown menu inside your project.

Inside you can find all your active roles on top and the actions they allow on the left side. To change the permissions on any of them, simply click on the specific toggle. For example, to turn on the ability for Stakeholders to create PBIs, you should turn on the following toggle:

The first permission on the list is ‘Board Role’, which is a simple shortcut to disable all actions relative to SCRUM (creation, edition and deletion of PBIs, Sprints and Releases).

In case you want to quickly find a specific action, use the search bar on the top-right.

If you want to change the name or delete of one of the roles, simply click on its name and you will see both options.

Finally, in order to create a new role, you can use the + Role button on the top-right side of the screen.