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User Roles & Permissions

Task Manager Pro includes a comprehensive user role and permission system that allows you to control access to different features and data.

👥 User Roles Overview

Administrator

  • Full Access: Complete control over all features
  • Permissions: Create, edit, delete projects, tasks, and users
  • Settings: Access to all plugin settings and configurations
  • Reports: View all reports and analytics

Project Manager

  • Project Control: Manage assigned projects and tasks
  • Team Management: Assign tasks to team members
  • Reporting: View project-specific reports
  • Limited Settings: Access to project-related settings only

Team Member

  • Task Management: Work on assigned tasks
  • Collaboration: Add comments and attachments
  • Time Tracking: Track time on assigned tasks
  • Limited Access: Cannot create projects or manage users

Client

  • View Only: View project progress and assigned tasks
  • Feedback: Add comments and feedback
  • Reports: Access to client-specific reports
  • Restricted: Cannot edit tasks or manage projects

🔐 Permission Levels

Project-Level Permissions

  • View: Can see project details and tasks
  • Edit: Can modify project information
  • Manage: Can assign tasks and manage team
  • Delete: Can delete project and all tasks

Task-Level Permissions

  • View: Can see task details
  • Edit: Can modify task information
  • Assign: Can assign tasks to others
  • Delete: Can delete tasks

User Management Permissions

  • View Users: Can see team member list
  • Add Users: Can invite new team members
  • Edit Users: Can modify user information
  • Remove Users: Can remove team members

⚙️ Permission Configuration

Setting Up Roles

  1. Go to Task ManagerManage Users
  2. Click Roles & Permissions
  3. Select a role to configure
  4. Set permissions for each feature
  5. Save changes

Custom Roles

  • Create Custom Role: Define specific permissions
  • Clone Existing Role: Start with existing role
  • Fine-tune Access: Set granular permissions
  • Test Permissions: Verify access levels

🎯 Permission Examples

Marketing Team Role

  • Projects: View and edit marketing projects
  • Tasks: Create and manage marketing tasks
  • Users: View marketing team members
  • Reports: Access marketing analytics

Development Team Role

  • Projects: Full access to development projects
  • Tasks: Create, assign, and track development tasks
  • Code: Access to code repositories
  • Time: Track development time

Client Role

  • Projects: View assigned client projects
  • Tasks: See task progress and status
  • Feedback: Add comments and requests
  • Reports: Access project reports

🔒 Security Features

Access Control

  • IP Restrictions: Limit access by IP address
  • Time-based Access: Set access hours
  • Session Management: Control session duration
  • Two-Factor Authentication: Enhanced security

Data Protection

  • Encryption: Sensitive data encryption
  • Audit Logs: Track all user actions
  • Backup Protection: Secure backup access
  • Privacy Controls: GDPR compliance features

📊 Permission Monitoring

Activity Tracking

  • User Actions: Track all user activities
  • Permission Changes: Monitor permission updates
  • Access Attempts: Log failed access attempts
  • Security Alerts: Notify of suspicious activity

Reports

  • User Activity: Detailed user activity reports
  • Permission Usage: Track permission utilization
  • Security Reports: Security-related reports
  • Compliance Reports: Compliance and audit reports

🛠️ Advanced Configuration

Conditional Permissions

  • Project-based: Different permissions per project
  • Time-based: Permissions change over time
  • Status-based: Permissions based on task status
  • Custom Rules: Define custom permission rules

Integration Permissions

  • Third-party Apps: Manage external app access
  • Export Permissions: Control data export access

🚨 Common Permission Issues

Access Denied Errors

  • Check Role: Verify user has correct role
  • Verify Permissions: Ensure permissions are set
  • Clear Cache: Clear permission cache
  • Contact Admin: Contact administrator for help

Missing Features

  • Permission Check: Verify feature permissions
  • Role Update: Update user role if needed
  • Plugin Update: Ensure plugin is updated

📚 Resources

Permission Help

  • Documentation: Complete permission guide
  • Video Tutorials: Step-by-step permission setup

Best Practices

  • Principle of Least Privilege: Grant minimum required access
  • Regular Reviews: Review permissions regularly
  • Documentation: Document permission policies
  • Training: Train users on permission system

Configure permissions carefully to ensure security while maintaining productivity! 🔐

Released under the MIT License.