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User roles

Introduction...

User roles determine what users can see and do in Mingle.

You must register users in Mingle before you can assign any user roles. Before registered users can view projects, you must set them up as project team members (and/or project administrators).

There are six types of user who may interact with Mingle:
  • Mingle administrator
  • Project administrator
  • Project team member
  • Read only project team member
  • Non-project member
  • Anonymous user

At the Mingle level, users can either have a full team member role, a light team member role, be a Mingle administrator or be anonymous. Mingle administrators have full, unrestricted access to Mingle and all Mingle projects. Mingle team members (either full or light users) must be granted access to specific projects (either as a project administrators or project team members) before they can access any Mingle data. Those users without any project permissions are either logged in non-project members or anonymous users. They may be able to access projects if anonymous access has been enabled.

Mingle administrator

Mingle administrators have full control over an installed version of Mingle. By default, the person who installs Mingle is the Mingle administrator. This person may add other Mingle administrators as required.

Mingle administrators can:
  • access all projects (regardless of whether they are project members)
  • create, edit or delete projects
  • import/export projects
  • edit user details
  • create/edit/delete cards and wiki pages
  • add, edit or delete any project properties
  • add/remove team members from project
  • manage tags
  • create/edit/delete card transitions
  • manage saved views

There is nothing a Mingle administrator cannot do.

Project administrator

Project administrators must be set up by a Mingle administrator. Mingle administrators are usually also project administrators for one or more projects.

Project administrators can:
  • access only those projects to which they have permission
  • import/export their projects
  • add/remove team members from his/her project(s)
  • manage tags
  • create/edit/delete cards and wiki pages
  • set card transitions
  • manage saved views
  • add, edit or delete any project properties
Project administrators cannot:
  • add new users to Mingle
  • access projects where they aren't members
  • create or delete projects

Project team member

Project members must be set up by Mingle administrators or project administrators. Project team members may be read only team members on other projects. Most Mingle users are assigned project member roles.

Project team members can:
  • access only those projects to which they have permission
  • create and edit cards and wiki pages
  • export projects
  • create and access saved views
  • edit their own profile
  • view, set and update property values
  • view and use project card transitions
  • view team members
Project team members cannot:
  • access projects where they aren't members
  • delete cards and wiki pages
  • add, edit or delete project properties
  • create, edit or delete card transitions
  • add or edit team members

Read only project team member

Read only project team members must be set up by Mingle administrators or project administrators. Read only members are project team members who can view project data but can not add, edit or delete any project data. Read only team members may be full team members or project administrators on other projects.

Read only project team members can:
  • access only those projects to which they have permission
  • view cards and wiki pages
  • export projects
  • access favorite views
  • view project history
  • edit their own profile
Read only project team members cannot:
  • access projects where they aren't members
  • create/edit/delete cards and wiki pages
  • comment on cards
  • add, edit or delete project properties values
  • drag and drop cards in grid or tree views
  • create favorite views

Non-project member

A non-project member is anybody who is set up as a Mingle user, but who has not been given access to a project. They can sign in to Mingle, but cannot access any projects.

Anonymous user

An anonymous (anon) user is a user who can access a project without logging into Mingle or without being a project team member. Anonymous access is enabled at the project level. If a project has anonymous access enabled, users may view the project without logging in.

Anonymous access to projects is only available on Mingle instances that are have anonymous access enabled licenses.

Full users and light users

Mingle users can be full users or light users. Full or light access must be assigned by a Mingle administrator. Full and light users can be assigned access to projects by Mingle or project administrators. Mingle administrators are full users. Full users may also be Project administrators, Project team members, Read only team members or a combination of different roles on different projects. Light users can only be assigned a Read only project team member role on projects they are assigned to. Light users can not be project team members, Mingle or project administrators.

The number of full and light users allowed per Mingle instance is determined by the registered license.