Explain user roles
Learn about user roles in TaskFord to understand each role’s permissions and assign the appropriate access to every user.
Understand user roles in TaskFord
User roles in TaskFord define the level of access and permissions granted to individuals within your site. Each role is a set of predefined permissions that determines what a user can do, such as creating, editing, managing, or viewing content across the platform.
- Default vs. custom roles TaskFord provides three default roles (Admin, Editor, and Viewer) that cover most common use cases. Additionally, administrators have the ability to create custom roles with tailored permissions to meet specific team needs.
- Multi-level access Roles can be applied at multiple levels within the system: Site, Portfolio, Board, or Dashboard. This ensures that users can be granted different permissions depending on where they need access.
How roles work
TaskFord uses a Role-Based Access Control (RBAC) model to manage access. A Role-Based Access Control (RBAC) system that defines what actions (create, edit, view, delete) a user can perform and at what level (Site, Portfolio, Board) they can perform them.
Workflow:
- Permissions (actions like create, edit, and delete) are grouped into roles
- Roles are assigned to users
- Users can perform actions based on their assigned roles
- Roles are scoped to different levels within TaskFord, so a user can have different roles depending on the context (Site, Portfolio, Board, or Dashboard).
For example, a user may be assigned as a Viewer at the Site level, but an Editor on a specific Board. This allows for more granular control of user permissions.
Default roles in TaskFord
TaskFord provides three default roles designed to cover the most common use cases. Each role includes a predefined set of permissions tailored to different levels of access.
These roles typically follow a simple hierarchy, where each successive role includes all permissions from the role below it.
| Default roles | Description |
|---|---|
| Admin | Full control over content and settings within a given scope (Site, Portfolio, Board, or Dashboard). |
| Editor | Can manage and modify content within a specific scope (Site, Portfolio, Board, or Dashboard). |
| Viewer | Read-only access to view content (Site, Portfolio, Board, or Dashboard). |
Custom roles
In addition to the default roles, TaskFord allows administrators to create custom roles.
Custom roles are useful when you need more control over permissions. Instead of using the standard Admin, Editor, or Viewer roles, you can define a role with a specific set of permissions tailored to your team’s needs.