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This page contains information on how to create a permission scheme in Crucible.

On this page:

Introduction to Crucible Permissions

A permission is the ability to perform a particular action in Crucible, e.g. 'Create Review'.

A permission scheme assigns particular permissions to any or all of the following: 

The scheme's permissions will apply to all reviews belonging to the project(s) with which the scheme is associated.

You can create as many permission schemes as you wish. Each permission scheme can be associated with many projects or just one project, allowing you to tailor appropriate permissions for individual projects as required.

Creating a Permission Scheme

To create a permission scheme,

  1. From the 'Admin Menu', click 'Permission Schemes'.
  2. The 'Permission Schemes' page will be displayed, showing a list of existing permission schemes. Click the 'Create a New Permission Scheme' link, which appears below the list.
  3. In the 'Name' field, type a short phrase to uniquely identify your project (see screenshot 1 below).
  4. Click the 'Create' button to create your new permission scheme. The 'Edit Permission Scheme' page will be displayed for your new permission scheme (see screenshot two, below).
    (info) Your new permission scheme will have the default assignees shown in the table above.
  5. To edit the assignees for a permission, click the 'Edit' link corresponding to the permission. The 'Edit Permission Scheme' page will be displayed.
  6. Choose the appropriate assignee(s) for this permission:
    (warning)  Note: for ongoing ease of management, it is recommended that you grant permissions to groups or participants rather than to individual users.
    • To assign this permission to anonymous users, select the 'Allow Anonymous users' check-box.
    • To assign this permission to all logged-in users, select the 'Allow All logged in users' check-box.
    • To assign this permission to a particular user, type their username into the 'Individual users' field (hint: you can type just part of the name, then press <Enter> to select from a list of matching usernames).
    • To assign this permission to a particular group of users, type the group name into the 'Groups' field (hint: you can type just part of the group name, then press <Enter> to select from a list of matching groups).
    • To assign this permission to users who belong to a particular participant ('Reviewer' / 'Moderator' / 'Author' / 'Creator'), select the corresponding check-box.
  7. Click the 'Save' button.

(info) Next step: see Associating a Permission Scheme with a Project.


Screenshot 1: Adding a Permission Scheme

Editing a Permission Scheme

To edit a permission scheme,

  1. From the 'Admin Menu', click 'Permission Schemes'.
  2. Click 'edit' next to the scheme you wish to change. The 'Edit Permission Scheme' page will be displayed.
  3. On the 'Edit Permission Scheme' page, you can change the groups or users that are allowed individual permissions by clicking 'edit' next to the permission in question.
  4. When you have finished editing, click the 'Save' button.

Screenshot: Edit a Permission Scheme


Screenshot: Editing the 'View' Permission

List of Crucible Permissions

The following permissions are available:

Permission

Description

Default Assignees

'Edit'

Ability to edit a review's details and change the set of revisions being reviewed.

'Creator'
'Moderator'

'View'

Ability to view a review. (People without this permission will not know that the review exists.) 

Anonymous users
All logged-in users
'Creator'
'Author'
'Reviewer'
'Moderator'

'Abandon'

Ability to abandon (i.e. cancel) a review.

'Moderator'
'Creator'

'Re-Open' 

Ability to re-open a closed or abandoned review.

'Creator'
'Moderator'

'Uncomplete' 

Ability of a reviewer to change their individual review status from 'Complete' to 'Uncomplete'.

'Reviewer'

'Reject'

Ability to reject a review submitted for approval (i.e. prevent it from being issued to reviewers).

'Moderator' 

'Complete'

Ability of a reviewer to change their individual review status to 'Complete'.

'Reviewer'

'Comment'

Ability to add or remove a comment to or from a review.

'Creator'
'Author'
'Reviewer'
'Moderator'

'Approve'

Ability to approve a review (i.e. issue it to the reviewers).

'Moderator'

'Submit'

Ability to submit a review for approval (i.e. request that the review be issued to the reviewers).

'Creator'
'Author'

'Close'

Ability to close a review once it has been summarised.

'Moderator'

'Delete'

Ability to delete a review.

'Creator'
'Moderator'

'Summarise'

Ability to summarise a review. (Normally this would be done after all reviewers have completed their review.)

'Moderator'

'Create'

Ability to create a review.

All logged-in users

'Recover'

Ability to resurrect an abandoned (i.e. cancelled) review.

'Creator'
'Moderator'

Further Reading

For more information on permissions schemes in Crucible, see the following documentation pages:



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