Permissions and Roles

Custom User Roles

There are four custom Zephyr WordPress roles added when installed and the roles can be set from the user settings:

Project Administrator

Project Manager

Project User

Project Frontend User

Permissions

You can set the permissions and capabilities for each user role by navigating to > Settings > General Settings > Permissions. Here is a description of the different capabilities and permissions:

All Capabilities

This gives access to all capabilities listed below

View Tasks

Determines whether a user can view all tasks

View Assigned Tasks

Determines whether a user can view only tasks assigned to them

Create Tasks

Determines whether a user can create tasks

Edit Tasks

Determines whether a user can edit and update task details

View Projects

Determines whether a user can view all projects

View Assigned Projects

Determines whether a user can view only projects that they are members of

Create Projects

Determines whether a user can create projects

Edit Projects

Determines whether a user can edit and update a projects fields and details

Access Backend

Determines whether a user can access the WordPress backend or only the frontend.

Create Milestones

Determines whether a user can create milestones

Edit Milestones

Determines whether a user can edit or update a milesone

Page Specific Permissions

There are permission settings for each different frontend page and when removed from the capabilities, the users will not have access to the removed pages

It is also possible to set who can complete tasks by changing the ‘Who can complete tasks’ option:

Everyone

Allows anyone to complete a task

Only Assigned Users

Allows only assigned users to complete their own tasks and not any other tasks

Only Administrators & Managers

Allows only administrators and managers to complete tasks

Nobody

Removes the ability to mark a task as complete or incomplete entirely