Role

Roles define the level of access, responsibilities, and actions a user can perform within a project. They act as a control layer that determines how users interact with projects, tasks, workflows, and other configurations.

Each role is mapped to specific privileges (configured in the Roles & Privileges module) that control permissions such as viewing, creating, editing, deleting, and performing workflow actions like approval or review.

Roles are assigned to members either directly or through teams, ensuring that users have clearly defined responsibilities within a project.

It helps in identifying:

• What actions a user can perform within a project

• Which users are responsible for specific activities

• How access and control are distributed across the project

Infraon provides a set of default roles within the Project Management module to simplify initial setup and ensure standardized access control. These roles come with predefined permissions and can be directly assigned to members or teams.

The default roles available are:

Default Roles | Basic Details

Role Name	Description	Example Usage
Project Admin	Has complete administrative control over the Project Management module. Responsible for configuration, governance, and access control across projects.	Sets up project structure, defines workflows, configures roles, and controls access before project execution begins
Project Manager	Responsible for end-to-end project execution, including planning, coordination, and delivery.	Creates a project, assigns teams, tracks progress, manages tasks, and ensures timely delivery
Project Implementer	Focuses on executing assigned tasks and tracking project progress.	Works on assigned tasks, updates status, completes deliverables, and reports progress

Privileges | Basic Details

Privilege / Action	Project Admin	Project Manager	Project Implementer
Create / Edit / Delete Projects	✔	✔	✖
View Projects	✔	✔	✔
Manage Project Settings	✔	✔ (limited)	✖
Configure Teams & Roles	✔	✖	✖
Assign Members	✔	✔	✖
Create / Edit / Delete Tasks	✔	✔	✔ (limited)
Update Task Status	✔	✔	✔
Import / Export Tasks	✔	✔	✖
Configure Workflows	✔	✖	✖
Perform Approval / Review Actions	✔	✔	✖
Access Audit Logs	✔	✖	✖
Field Configuration	✔	✖	✖

A role can be assigned to multiple members, and a member can have different roles across different projects. Roles are reusable and can be applied across multiple teams and projects to maintain consistent access control and responsibility mapping.

What you see on the screen

• List of roles with:

  • Role Name

  • Description of the role

  • Associated permissions (based on configured privileges)

Add Role

To create a new role in Project Management:

• Click the + Add option available on the top-right corner and select Add Roles.

• The Add Role sidebar opens.

• Enter the Role Name.

• Provide a Description to define the responsibility or purpose of the role (optional but recommended).

• Ensure that the required privileges are already configured in the Roles & Privileges module.

  • The permissions assigned at the platform level will govern what actions this role can perform within Project Management.

• Click Save to create the role.

Once created, the role can be:

• Assigned to members

• Mapped within teams

• Used during project creation for role-based access and responsibility allocation