1. Manage Project Issue Settings


1. Set-up Email Notifications for Issues Module:

Once a project is selected, click the ‘Settings’ module from the left sidebar of the page and then navigate to the ‘Notification Settings’ section then ‘Module Notifications’. Once done, scroll to Issues module:

  • Tick the checkbox to enable sending of Email Notifications (per Key Role) for every Added / Updated Issue item.
  • Untick the checkbox to disable sending of Email Notifications (per Key Role) for every Added / Updated Issue item.

 

 

2. Set-up Approver Responsibilities for Issues Module:

Once a project is selected, click the ‘Settings’ tab from the left sidebar and navigate to ‘Project Approver Responsibilities’ then go to ‘Issue Approver’ section.

  • Tick the checkbox to make a Key Role an Issue Approver.
  • Untick the checkbox to remove a Key Role an Issue Approver.


 

Note: Actions that require ‘Approval’ on: (for Users who are not ‘Approver’):

  1. Create New Issue
  2. Update After Approval
  3. Resolve

 

3. Set-up Role Responsibilities for Issues Module:              

Once a project is selected,  click the ‘Settings’ tab from the left sidebar of the page. Go to ‘Project Role Responsibilities’ section. Click the dropdown menu and assign a User Role to their corresponding access rights for Project Issue module.

  • Update- user can ‘Add, Edit, or Remove’ Issues
  • View- user can see Issues but cannot ‘Add, Edit, or Remove’
  • None- cannot update even view Issues