In elyvate, user roles define what each person can see and do within a project. Each role comes with specific access levels to ensure clarity, accountability, and smooth collaboration.
Project Leadership – Can do and view anything within the project, including the report.
Berylls Consult – Can do and view anything within the project, including the report.
WP Lead – Can do and view everything within the work package and is responsible for triggering the WP report.
Contributor – Can do and view everything within the work package.
To contribute, a user must be assigned to the work package, regardless of their role.
Contributor Role
Default role with limited access to assigned work packages:
Only sees work packages they are explicitly assigned to
Can update specific measures or KPIs they are responsible for
Cannot modify work package structure or change traffic light status
Has limited editing capabilities within their assigned areas
Work Package Lead
Responsible for managing specific work packages and has full control over them:
Manually assigned when a work package is created or updated
Can edit all entries within their work package
Able to assign contributors to their work package
Can update progress and adjust traffic light status
Responsible for compiling and submitting the work package report
No visibility into work packages outside of their own
Project Lead
Overall responsibility for the entire task force:
Full visibility over all work packages within a task force
Complete editing rights across all projects
Can add or remove users and assign roles
Able to modify all entries and traffic light statuses
Generate and modify reports across all areas
Responsible for preparing and triggering the consolidated task force report
Consultant Role
Support role, typically from the project delivery side, with cross-project visibility:
Must be invited to a task force before being able to assign themselves to specific work packages
Access to all work packages across the task force
Can support multiple projects simultaneously
Helps manage user access and set up work packages
Facilitates reporting across projects
Assign and Edit User Permissions
User roles can be assigned during work package setup
User roles can also be updated later in the settings menu