📘 User Roles & Project Permissions

Taskbuilder allows you to assign WordPress registered users to projects and manage their access using role-based permissions.

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👥 Add Users to Projects #

You can add any WordPress registered user to a project and assign them one of the following roles:

• Manager
• Co-worker
• Client

Key Points: #

• Users must be added to a project before assigning them to tasks
• Only users within a project can be selected in that project’s tasks

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🔐 Project Creation Permissions #

Who can create projects? #

• WordPress Administrator
  • Can create projects by default
• WPPM Administrator
  • Can create and manage all projects
  • Has full system access
• WPPM Manager
  • Can create projects
  • Can manage all tasks within their created projects

👉 You can assign WPPM Administrator or WPPM Manager roles by editing a WordPress user.

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🏷️ WPPM Roles (Global Roles) #

🔑 WPPM Administrator #

• Full control over the entire system
• Can manage all projects and tasks

📊 WPPM Manager #

• Can create new projects
• Can manage tasks within their projects

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📌 Project Roles (Per Project) #

Each project supports 3 user roles:

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👑 Manager #

• Manages assigned projects
• Has full control over project tasks

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👨‍💻 Co-worker #

• Can work on tasks assigned to them
• Can update task progress and status

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👤 Client #

• Can create tasks
• Can view tasks assigned to them
• Limited access to project management

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✅ Summary #

• Assign WordPress users to projects with specific roles
• Control access using WPPM global roles and project-level roles
• Ensure only relevant users can view and manage tasks

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