Roles Overview
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Roles define what users can see and do in Hawzu. They are used for workspace membership, project access, and group-based access.
Workspace and Project Roles
Section titled “Workspace and Project Roles”Hawzu uses two role scopes:
- Workspace roles control access across the workspace
- Project roles control access inside a project
Workspace roles manage broad access such as user visibility, groups, project membership, workspace settings, and workspace resources.
Project roles manage product work such as requirements, test cases, executions, releases, defects, labels, project roles, and project configuration.
System and Custom Roles
Section titled “System and Custom Roles”Roles are also grouped by category:
- System roles are built-in roles provided by Hawzu
- Custom roles are roles your team creates for specific needs
System roles are read-only reference roles. They can be assigned, but they are not edited or deleted from the role details view.
Custom roles can be created, edited, and deleted when your role allows it.
Direct and Inherited Access
Section titled “Direct and Inherited Access”Users can receive project access in two ways:
- Direct assignment: a role assigned directly to the user for a project
- Group inheritance: a role inherited from a group assigned to a project
Hawzu uses additive access. If a user has both direct and inherited roles, the user keeps access from each source until that source is removed.
Role Pages
Section titled “Role Pages”Use the role guides based on what you need:
Best Practices
Section titled “Best Practices”- Start with system roles when they match the responsibility
- Create custom roles only when built-in roles are too broad or too narrow
- Use groups for team-based access
- Use direct project roles for exceptions
- Review custom roles regularly as responsibilities change
Next Steps
Section titled “Next Steps”- Review System Roles
- Create roles with Create Custom Roles
- Learn about Groups