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Set up project access

Role: Project Manager 📋

After the project is created in Phase 1, this step grants access to each member through the project-level Role mechanism. Each role is a permission bundle — it defines what a user can do within the scope of this specific project.

Step-by-step guide​

In the sidebar, select Access under the Project Management group.

Select a project​

Click the "Project" dropdown in the top corner to select the project you want to configure access for. Next to the dropdown, the Jira integration status is displayed — if it is not configured, it shows "No Jira integration configured".

Create a Role for the project​

The Roles in Project panel lists all existing roles with the following columns: Role Name, Description, Level, Users (count), Permissions (count), Action.

Create a new role​

  1. Click "+ Add Role".

  2. Fill in the form in the "Create New Role" modal:

    FieldRequiredNotes
    Role NameYesRole name (e.g., Project Manager, Business Analyst)
    Role CodeNoShort code (e.g., PM, BA)
    DescriptionYesShort description of this role's responsibilities
    LevelYesSelect: System Admin, Knowledge Owner, Task Manager, Task Executer

  3. Click "Create". The role appears in the list and is automatically selected.

Edit a role​

Click the pencil icon ✏️ on the role row → update the fields → click "Update".

Delete a role​

Click the trash icon 🗑️ → confirm in the "Delete role - Are you sure?" dialog.

Assign Users to a Role​

Select a role in the list (click the row). Two panels appear below the roles table:

"Assigned Users" panel​

Shows the list of users currently holding this role (columns: User Name, Email, Status, Remove).

Add a user:

  1. Click "Add Users".
  2. The "Assign Users to Role" modal opens — search for users by name or email.
  3. Tick one or more users (use "Select All" if needed).
  4. Click "Assign Selected".
  5. The users appear immediately in the Assigned Users list.

Remove a user from a role: click the trash icon 🗑️ on the corresponding user row.

Grant Permissions to a Role​

"Assigned Permissions" panel​

Shows the list of permissions granted to the role (columns: Permission Name, Module, Status, Revoke).

Grant permissions:

  1. Click "Grant Permissions".
  2. The "Grant Permissions to Role" modal opens — search for permissions by name or scope key.
  3. Tick one or more permissions (use "Select All" if needed).
  4. Click "Grant Selected".
  5. The permissions appear immediately in the Assigned Permissions list.

Revoke a permission: click the trash icon 🗑️ on the corresponding permission row.

Sync Users & Roles from Jira​

If the Jira integration has been configured (see step 01), click the "Sync Users & Roles" button in the top corner. The system pulls users and roles from Jira and automatically adds them to the list. This helps avoid manual re-entry when the team already exists in Jira.

Sensible permission assignment

Apply the Least Privilege principle: assign the minimum level required. For read-only document users, use Task Executer; for knowledge managers, use Knowledge Owner; only true administrators should have System Admin.

Next step

Once access is configured, proceed to 03 — Set up project organization to build the organization chart for the AI Agent.