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How to create an Orangescrum Role Group for granular access

How to create an Orangescrum Role Group for granular access

by Tech Fashion
January 3, 2023
in Technology
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Determining what users can do in your project management tools can be a daunting task. Orangescrum makes this easier with the help of Role Groups.

Image: vectorhot/Adobe Stock

One very important task that a project manager administrator can take on is limiting users’ access to the bare minimum necessary to get their work done. Give a user too much control and they can inadvertently wreak havoc on your project; give a user too little control and he will not be able to complete his work.

TO SEE: Hiring Package: Project Manager (Tech Republic Premium)

Orangescrum gives you all the power you need to manage user roles and create role groups to make access management even easier. For example, you can create a new role group for a specific department, set specific actions for the group to perform, and then assign users to the group.

What you need to create a role group with Orangescrum

All you need for this to work is a valid Orange account.

This doesn’t work with the community edition, so if you’re hosting Orangscrum on your own data center or an external host, you won’t find this feature as it’s only available through the cloud edition.

With your Orangescrum cloud account ready, let’s create a role group.

How to create your first role group

Log in to your Orangescrum account as a user with administrative privileges. On the main page, click Project template in the left navigation (Image A).

Image A

The Orangescrum cloud edition left the navigation.
The Orangescrum cloud edition left the navigation.

In the resulting window (Figure B), at the top, click User role management.

Figure B

The top tab navigation menu in Orangescrum.
The top tab navigation menu in Orangescrum.

Then click the + button at the bottom right and then click Create New Role Group. In the pop-up window (Figure C), give the new role group a name and a short name. Click Create.

Figure C

Name your new role group in Orangescrum.
Name your new role group in Orangescrum.

You should then see the new page for your role group. If you expand Standard Roles, you will see five different roles that are pre-built. Expand one of them to see how they are defined (Figure D).

Figure D

Predefined actions for Tasks under Users.
Predefined actions for Tasks under Users.

You cannot edit these actions. Instead, you create a new role by clicking + associated with the role group. In the resulting popup (Figures E), give the new role a name and a short name, and then add users.

Figures E

Create a new role for our role group.
Create a new role for our role group.

When you’re done, click Create. Once the role is created, click on it to expand it and then expand one of the available actions where you can customize exactly what that role group is allowed to do (Figure F).

Figure F

Customize a role for our new role group.
Customize a role for our new role group.

After customizing all actions for the role group, scroll down and click Save Changes. At this point, the users you added to the new role group have those specific permissions. As long as you limit those users to just that role group, you have successfully limited them to what they can do.

Simplified user management

That’s all you need to do to create role groups with Orangescrum. If you have a large organization with different departments that require different project management permissions, Orangescrum greatly simplifies that process for you. Give this feature a try and see if it doesn’t make your life as a project management administrator a little bit easier.

Subscribe to TechRepublic’s How to make technology work on YouTube for all the latest technical advice for business professionals from Jack Wallen.



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