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Access to Tasks

Access to tasks determines which users have the ability to create, edit, and view tasks in the AuditBLOOM system. Proper access configuration ensures effective task management, data protection, and clear distribution of responsibilities among team members.

Who Can Create and Edit Tasks​

Tasks can be created and edited by the following users:

  • Users with the "Allow Task Creation" role
  • Users with the "Administrator" role
  • Users with the "Task Management" role

These roles have the necessary access rights to create new tasks and make changes to existing ones.

Who Can View Tasks​

The following categories of users can view tasks:

  1. Users with the "Task Management", "View All Tasks", or "Administrator" role

    • These users have full access to all tasks in the system, regardless of their assignment or status.

  2. Users assigned to the task

  3. Task executor

  4. Task creator

    • The person who created the task always has access to view and manage it.

  5. Task observers

  6. Users responsible for the audit object associated with the task

    • If the task is linked to a specific audit object, users responsible for that object also have access to view the task.

Notes and Tips​

Notes and Tips

  • Clear role assignment: Ensure that user roles are configured correctly to provide the appropriate level of access.

  • Regular access audits: Periodically review who has access to which tasks to prevent unauthorized access.

Frequently Asked Questions (FAQ)​

Question: Can a user with the "Task Management" role create tasks?

Answer: Yes, users with the "Task Management" role can create, edit, and view all tasks in the system.

Question: Can observers edit tasks?

Answer: No, observers can only view tasks and add comments in the task chat, but they do not have permission to edit the task.

Question: How do I add a user to a group so they can become a task observer?

Answer: Go to the group settings in the system, add the required user to the group, and then assign the group as an observer to the task. Check the article Adding/Editing Group Members.

Question: Can user roles be changed after assignment?

Answer: Yes, administrators can change user roles in the system, which allows adapting access according to team changes or task requirements. Check the article Permissions.

Question: What should I do if I can't view a task assigned to me?

Answer: Make sure you have the appropriate access rights. If the issue persists, contact the system administrator to check the settings of your account.