Project Status Tracking and Reporting Tool
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Project Status Tracking and Reporting Tool
  • Status Reporting
  • KPI Radar
  • Strategic Foresight
  • Pricing
  • About us
  • Resources
    • Blog
    • Product Release
    • White Paper
    • Help Center
  • Join Radar Team
  • Contact us
  • Try it free

Help Center

Quick Start

4
  • Radar overview
  • How to create a workspace?
  • How to set a workspace name?
  • What access levels / user roles are there?

Account Settings

4
  • How can I change the email address associated with my account?
  • How to reset my password?
  • How can I manage email notifications?
  • How can I delete my account?

Billing and Subscriptions

5
  • Where can I find information about the end date of my subscription?
  • How can I find out if I have reached my project limit in my workspace?
  • How can I know if my subscription has expired?
  • Where can I find information about my payments?
  • What payment options are available?

Fields and Configuration

4
  • What is a field? 
  • How to create a field
  • Field actions
  • Templates

Projects

8
  • How can I filter project data?
  • How to manage project-level permissions?
  • How to export the project list and project data?
  • How to add a project manually?
  • Everything on project connections
  • How to add a project by importing data from Excel?
  • How to add a project by importing data from Jira?
  • How to edit a project?

Views

5
  • What views are available?
  • How to create a view
  • How to share a view
  • How to copy a view?
  • How to delete a view?

Customization

3
  • Can I customize the Radar view?
  • Can I customize the tenant’s logo?
  • Can I change the preview image on the login screen?

Users

5
  • Invite new users to your workspace
  • How to edit a user
  • How to deactivate and delete users
  • Roles and permissions
  • How to create a user group

Status Reporting

2
  • Project status reporting
  • How to schedule and automate report releases?

Strategic Foresight

9
  • What is strategic foresight?
  • How to enable voting?
  • How to add voting results to a view?
  • How to estimate project parameters with a community?
  • How to view project parameters estimation results?
  • How to switch on iterating through signals using wizard?
  • How to make a view accessible to all workspace users?
  • How to share the common registration link?
  • How to participate in strategic foresight?

Chats and Notifications

2
  • How to use chats in Radar?
  • How to use notifications in Radar?
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  • Users
  • Roles and permissions
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Roles and permissions

User roles and permissions are key components of Radar workspace security. Permissions authorize users to perform particular actions on a per-project or per-view basis. Roles act as the sets of permissions that control user access to projects, status reports, views, and various features on a “global” level.

Radar has four types of roles and access levels available for users:

Owner

Owners have full access to the workspace and all its features and settings. They can configure fields, manage the subscription plan and user accounts, create, access and edit all projects, status reports and views, review the activity stream, and deactivate the workspace.

Admin

Admins have the same rights as Owners, except for a few administrative functions such as the ability to invite, edit and delete users, manage billing and payments, and access the activity stream.

Reporter

Reporters can add, edit, and otherwise manage their own projects and status reports. If special permission has been granted, they can also access and edit views and other users’ projects.

Viewer

Viewers can only view and edit projects and views to which they have been provided access. The ability to edit a project includes the ability to create and submit status reports for it.

All users in a Radar workspace have a role. The very first user, i.e. the person who registers the workspace, is assigned the role of an Owner automatically. Everyone else is granted a role when they’re invited to join the system by one of the Owners.

Workspace Owners alone have the authority to grant and remove various types of global access by making the appropriate changes in user profiles. Users in other roles have no control over the role assigned to them or others.

However, to meet the security and access requirements of any organization, some viewing and editing rights can be provided through groups and on a per-project basis.

By sharing a view with a group, all users in the group can be given the same permission to view or edit the view, irrespective of the privileges associated with their role. On a project level, a user with somewhat limited Reporter rights can be authorized, for example, to edit a project that had been added by another user.

This way, the same user can be given different permissions in different projects or for different views without having to completely override their global access rights.

Note

Roles can only be assigned by Owners. Permissions at the view and project level can be granted by anyone with the right to edit a given view or project.

How to deactivate and delete usersHow to create a user group
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