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Roles & Permissions

How do I use permissions in ProWorkflow.

Max Robinson avatar
Written by Max Robinson
Updated over 2 months ago

The general process for permissions in ProWorkflow is first creating a role. Roles will have a specific set of abilities and permissions and are usually centered around a specific position within your organisation. For example, there may be roles for your Project Managers that allow for basic project manipulation, and roles for Portfolio Managers that provide a wider set of permissions.

You are able to assign multiple roles to a single user if you do need them to have a combination of permissions. It is sometimes a good idea to create micro roles that hyper-focus on a single page, e.g. a 'Reports' role that only grants access to the reports page that can be given as an extra to any user that might not otherwise have it.

If there is an ambiguity as to what a specific permission might refer to, please note the definitions sidebar on the far right-hand side. It is collapsed by default, so click the small arrow to expand it out when required.

There is also a section below your Roles list showing which members do not presently have a role assigned to them, this will cause login and data viewability issues.


Best Practice Suggestions

  1. Try to be minimal with the number of created roles. Avoid creating one role per person as this reduces the usefulness of roles.

  2. Whenever possible, assign a user to only one role to avoid confusion about what permissions they have.

  3. Give roles clear names, if you have multiple Teams then consider using the Team name in the name of the role.

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