Custom User Roles #
There are four custom Zephyr WordPress roles added when installed and the roles can be set from the user settings:
- ZPM Administrator
- ZPM Manager
- ZPM User
- ZPM Frontend User
Permissions #
You can set the permissions and capabilities for each user role by navigating to Zephyr > Settings > General Settings > Permissions. Here is a description of the different capabilities and permissions:
All Zephyr Capabilities
This gives access to all Zephyr 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 milestones
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
Allowing users to only view their own projects and tasks: #
This can be done by giving the users the following permissions and then they will only be able to view their own tasks and projects as well as edit their own tasks and projects:
- View Assigned Tasks (Note that ‘View Tasks’ should be removed as it overrides this permission)
- View Assigned Projects (Note that ‘View Projects’ should be removed as it overrides this permission)
- Access Backend (Only if you would like the user to be able to view the WordPress Dashboard)