When managing projects, you must assign roles and set permissions so that everyone can access their work. Learn how to do that in Orangescrum.
When you create a project in Orangescrum, no users are included by default. And while you can certainly assign users to tasks, you may also want to add them to the overall project. When you add a user to the entire project, you can assign them a specific role — whether that’s an administrator, user, or customer role — with preset permissions and access levels. You can also add existing users and send invites to others once all this is set up.
TO SEE: Hiring Package: Project Manager (Tech Republic Premium)
There are two ways to add a user to an Orangescrum project. The first and most obvious is during the user creation phase. The second method is from the project itself.
It’s the second method I want to focus on because adding a user to an entire project allows you to easily assign a specific role to that user. Setting up project-based users is an easy task, and it’s one you should do for each project and user.
With that said, let’s add some users and assign some roles.
Jump to:
What you need to add users and assign roles
All you need is a valid Orangescrum administrator account. You can add users and assign roles in the cloud or the self-hosted version of Orangescrum. It also doesn’t matter which plan you’re on, as the feature is available for both free and paid accounts.
Add a user to a project in Orangescrum
Whether you’re adding new internal or external users, the process is similar. Start by logging into your Orangescrum admin account and click on Projects in the left navigation. All your current projects should appear (Image A).
Image A
Click the three-dot menu in the top-right corner of the project and select Add User from the drop-down list (Figure B).
Figure B
In the resulting popup (Figure C), select the Assign Existing User(s) tab, select the user you want to add, and then click Save.
Figure C
If you need to invite a new user to a project in Orangescrum, click the Invite New User(s) tab, type the user’s email address, select their role and click Invite (Figure D).
Figure D
Assign a role to an existing user in Orangescrum
When you add existing users to a project in Orangescrum, you cannot choose their role in the same way. To assign roles to these users, you must go back to the project menu and click Assign Role. In the resulting popup (Figures E), select a role for each user and click Save.
Figures E
Easy user management
Orangescrum makes it quite easy to manage users on one on project base. It is also possible to create new roles with the platform, we will come back to that later. Until then, the three built-in roles of Admin, User, and Client should save you.
Read more: The 10 best project management software and tools (TechRepublic)
