3.3. User Roles

Your assigned role in the vPlanner project determines what you can and cannot do in vPlanner.  All tools are visible to all users, however, tools that are not accessible to your role will be grayed out.  This setup enables users to be familiar with the interface so that the learning curve in minimal for a user to move to a higher role. 
You can see your assigned role on the project tile on the Projects Page.  After you open a project you will see your role at the bottom of the vPlanner main window on the status bar.
The highest level of access is granted to Site Administrators followed by Project Administrators and Production Managers.  Those three account types are often called Premium Users.  The lowest level of access is View Only.  The following table defines the various abilities associated with each role in the system.
Premium users should review the section Site Users and Inviting New Users for information about setting up user accounts and assigning roles.
User Ability / Permission
Site Administrator
Project Administrator
Production Manager
Team Manager
Manage
User
Update
Status
View
Only
Can see and access all projects
X
 
 
 
 
 
 
 
Can create projects
X
 
 
 
 
 
 
 
Can change project status (active vs archived)
X
 
 
 
 
 
 
 
Can modify project properties
X
 
 
 
 
 
 
 
Can create and manage any user account including site administrator accounts
X
 
 
 
 
 
 
 
Can manage user accounts of equal or lower permissions
X
X
X
 
 
 
 
 
Can Import from P6 or MS Project
X
X
X
 
 
 
 
 
Can review metrics and reports
X
X
X
X
X
X
X
X
Can use filters & search tools to find and review any task in the project
X
X
X
X
X
X
X
X
Can be a Team Manager
X
X
X
X
X
 
 
 
Can view any task
X
X
X
X
X
X
X
X
Can status their assigned tasks
X
X
X
X
X
X
X
 
Can edit, delete, or status their assigned tasks
X
X
X
X
X
X
 
 
Can edit, delete, or status tasks assigned to their company's users
X
X
X
X
X
 
 
 
Can edit, delete, or status tasks assigned to a team that they manage
X
X
X
X
 
 
 
 
Can edit, delete, or status any task
X
X
X
 
 
 
 
 
Can create and modify requests assigned to self or other users
X
X
X
X
X
X
 
 
Can accept requests assigned to themselves
X
X
X
X
X
X
 
 
Can accept requests assigned to users in their company
X
X
X
X
X
 
 
 
Can accept requests assigned to tasks under a team they manage
X
X
X
X
 
 
 
 
Can accept requests on behalf of any user
X
X
X
 
 
 
 
 
Can free locked tasks to other users (if they are permitted to edit)
X
X
X
X
X
 
 
 
Can manage any workplan (create and finalize)
X
X
X
 
 
 
 
 
Can manage workplans for teams that they manage (create and finalize)
X
X
X
X
 
 
 
 
Can open and observe a pull plan or sandbox in real time
X
X
X
X
X
X
X
X