Understand the default permission roles

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Transcript

00:08

Permissions define what users can see and the

00:11

actions that users can perform in

00:14

Flow Production Tracking.

00:15

Your permission role will define what fields, entities, and apps

00:19

you can see and which actions you can perform.

00:22

When you're assigned a permission role, admins can see

00:24

the tasks you might be asked to complete

00:27

or the information you may need to access to define which role you're best

00:30

suited for. Flow production tracking ships with

00:33

a handful of built in permission roles.

00:35

Admins have the highest level of access and control over Flow Production Tracking.

00:41

Admins are followed by managers and then by artists,

00:45

while vendors have the lowest level of access.

00:48

Admins have complete control over all operations and flow production tracking.

00:53

With the only exceptions being modifying things that are

00:56

required by the system such as deleting a template

00:58

project.

00:60

Managers share most functionality with admins but

01:03

have certain entities restricted by default.

01:05

For example, managers cannot create new fields, whereas admins can.

01:11

Artists can only see projects that they are specifically assigned to.

01:15

Artists can update or edit notes if they are the author of that note,

01:19

status fields on tasks

01:21

they are assigned to,

01:22

and versions, time logs, and tickets, if they are the creator of those entities.

01:27

Vendors can only see projects that they are specifically assigned to.

01:31

Additionally, vendors can only see tasks that they or a group that they are in

01:36

are assigned to, shots and assets if they are assigned

01:39

to a task on that shot or asset, notes

01:42

if they are in the To or CC field,

01:44

or if they created the note, as well as versions that they create. Typical

01:49

personas for each role might include the

01:51

following: for the admin role site administrators,

01:54

pipeline TDs and IT members who need to

01:57

configure site settings for the manager, role, producers, supervisors,

02:02

managers,

02:02

coordinators, and leads who need access to create and

02:05

update pages and permission to update all project level information.

02:10

For the artist role,

02:11

artists or anyone who is assigned to tasks who will be

02:14

using Flow Production Tracking to track their daily workload and tasks,

02:18

read and write notes and submit work. For the vendor role, outsource teams and

02:23

vendors who we don't want to access any work that they aren't assigned to.

Video transcript

00:08

Permissions define what users can see and the

00:11

actions that users can perform in

00:14

Flow Production Tracking.

00:15

Your permission role will define what fields, entities, and apps

00:19

you can see and which actions you can perform.

00:22

When you're assigned a permission role, admins can see

00:24

the tasks you might be asked to complete

00:27

or the information you may need to access to define which role you're best

00:30

suited for. Flow production tracking ships with

00:33

a handful of built in permission roles.

00:35

Admins have the highest level of access and control over Flow Production Tracking.

00:41

Admins are followed by managers and then by artists,

00:45

while vendors have the lowest level of access.

00:48

Admins have complete control over all operations and flow production tracking.

00:53

With the only exceptions being modifying things that are

00:56

required by the system such as deleting a template

00:58

project.

00:60

Managers share most functionality with admins but

01:03

have certain entities restricted by default.

01:05

For example, managers cannot create new fields, whereas admins can.

01:11

Artists can only see projects that they are specifically assigned to.

01:15

Artists can update or edit notes if they are the author of that note,

01:19

status fields on tasks

01:21

they are assigned to,

01:22

and versions, time logs, and tickets, if they are the creator of those entities.

01:27

Vendors can only see projects that they are specifically assigned to.

01:31

Additionally, vendors can only see tasks that they or a group that they are in

01:36

are assigned to, shots and assets if they are assigned

01:39

to a task on that shot or asset, notes

01:42

if they are in the To or CC field,

01:44

or if they created the note, as well as versions that they create. Typical

01:49

personas for each role might include the

01:51

following: for the admin role site administrators,

01:54

pipeline TDs and IT members who need to

01:57

configure site settings for the manager, role, producers, supervisors,

02:02

managers,

02:02

coordinators, and leads who need access to create and

02:05

update pages and permission to update all project level information.

02:10

For the artist role,

02:11

artists or anyone who is assigned to tasks who will be

02:14

using Flow Production Tracking to track their daily workload and tasks,

02:18

read and write notes and submit work. For the vendor role, outsource teams and

02:23

vendors who we don't want to access any work that they aren't assigned to.

Recognize and differentiate Flow Production Tracking’s default permission roles

Permissions define what users can see and the actions that users can perform in Flow Production Tracking.

When a user is assigned a permission role, Admins consider the tasks they might be asked to complete, or the information they may need to access, to define which role they are best suited for.

Flow Production Tracking ships with a handful of built-in permission roles. Admins have the highest level of access and controls over Flow Production Tracking. Admins are followed by Managers, then by Artists. Vendors have the lowest level of access.

People Permission levels

The types of permission roles

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Understand the default permission roles

Recognize and differentiate Flow Production Tracking’s default permission roles

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