What are Predefined Roles?

Panaya's Roles and Permissions console includes default Roles for you to select from. These roles were predefined with specific permissions by Panaya. The lists below display the permissions granted for each predefined Role.
You can change these assigned permissions but please note that it is not possible to revert back to the default settings.

Select a Role to view all default permissions - 

Learn how to Copy Roles & Permissions from one System to another

Migrated Roles such as Standard Users, Mass Edit, Upload Code will not appear here and cannot be altered. 
Note
You cannot modify permissions for the Administrator and Project Manager Roles
The Administrator Role has all permissions granted for a connected project only.
The Administrator does not necessarily have access to view all projects.
If a user creates a Project, he will be automatically assigned with the Project Manager Role for the created project

Administrator

  • Project Administration
    • API Execute
    • Code Box Upload ETL
    • Portfolio View, Create entity in Portfolio
    • Project Create, Edit
    • Release Create, Edit, Delete
    • Test Box Upload
    • Users Create and Edit
       
  • Project Planning and Execution
    • Correction Create and Edit, Mass Create, Mass Edit
    • Defect Create, Edit, Close, Mass Edit, Delete, Import
    • E-Signature Sign, Remove
    • Feature Create, Edit, Delete, Mass Edit
    • Requirement Import, Approve, Edit Approval Step, Create, Edit, Delete, Mass Edit, Link
    • Script Create, Edit and Delete
    • Step Create, Edit and Delete
    • Task Create, Edit, Delete, Mass Edit
    • Test Create, Edit, Delete, Import, Mass Edit, Mass Delete
    • Test Cycle Create, Edit, Delete
    • Test Run Edit and Execute, Retest
       
  • System Configuration
    • Approval Workflow Manage
    • Code Quality Transports Analysis Manage
    • Custom Fields Manage
    • Omega Setup Manage
    • Roles and Permissions Manage
    • Salesforce Manage
    • System Naming Manage

Project Manager

  • Project Administration
    • Code Box View
    • Project View
    • Release View
    • Test Box View
       
  • Project Planning and Execution
    •  Correction View
    •  Defect Delete, Import
    •  Feature Create, Edit, Delete, Mass Edit
    •  Requirement View
    •  Script View
    •  Step View
    •  Task Create, Edit, Delete, Mass Edit
    •  Test View
    •  Test Cycle View
    •  Test Run View
       
  • System Configuration
    •  Approval Workflow View
    •  Code Quality Transports Analysis Manage
    •  Omega Setup View
    •  Salesforce View

Test Manager

  • Project Administration
    • Code Box  View
    • Portfolio  View
    • Project  View
    • Release  Create, Edit, Delete
    • Test Box  Upload
    • Users  Create and Edit
       
  • Project Planning and Execution
    • Correction  View
    • Defect  Delete, Create, Edit, Close, Mass Edit
    • E-Signature  Sign, Remove
    • Feature  Create, Edit, Mass Edit
    • Requirement  Create, Edit, Delete, Mass Edit, Link, Import, Approve, Edit Approval Step
    • Script  Create, Edit and Delete
    • Step  Create, Edit and Delete
    • Task  Create, Edit, Mass Edit
    • Test  Mass Delete, Create, Edit, Delete, Import, Mass Edit
    • Test Cycle  Create, Edit, Delete
    • Test Run  Edit and Execute, Retest
       
  • System Configuration
    • Approval Workflow  View
    • Code Quality Transports Analysis  View
    • Custom Fields  Manage
    • Omega Setup  View
    • Salesforce  View

Test Case Designer

  • Project Administration
    •  Code Box  View
    •  Project  View
    •  Release  View
    •  Test Box  Upload
       
  • Project Planning and Execution
    • Correction  View
    • Defect  View
    • Feature  Edit
    • Requirement  Edit, Delete, Mass Edit, Link, Import, Edit Approval Step, Create
    • Script  Create, Edit and Delete
    • Step  Create, Edit and Delete
    • Task  Edit
    • Test  Create, Edit, Delete, Import
    • Test Cycle  View
    • Test Run  View
       
  • System Configuration
    •  Approval Workflow  View
    •  Code Quality Transports Analysis  View
    •  Omega Setup  View
    •  Salesforce  View
       

Tester

  • Project Administration
    •  Code Box  View
    •  Project  View
    •  Release  View
    •  Test Box  View
       
  • Project Planning and Execution
    •  Correction  View
    •  Defect  Close, Create, Edit
    •  E-Signature  Sign, Remove
    •  Feature  Edit
    •  Requirement  View
    •  Script  View
    •  Step  View
    •  Task  Edit
    •  Test  View
    •  Test Cycle  View
    •  Test Run  Edit and Execute, Retest
       
  • System Configuration
    •  Approval Workflow  View
    •  Code Quality Transports Analysis  View
    •  Omega Setup  View
    •  Salesforce  View
       

Development Manager

  • Project Administration
    •  Code Box  View
    •  Project  View
    •  Release  View
    •  Test Box  View
       
  • Project Planning and Execution
    •  Correction  View
    •  Defect  Import, Delete
    •  Feature  Create, Edit, Delete, Mass Edit
    •  Requirement  View
    •  Script  View
    •  Step  View
    •  Task  Create, Edit, Delete, Mass Edit
    •  Test  View
    •  Test Cycle  View
    •  Test Run  View
       
  • System Configuration
    •  Approval Workflow  View
    •  Code Quality Transports Analysis  View
    •  Omega Setup  View
    •  Salesforce  View

Developer

  • Project Administration
    •  Code Box  View
    •  Project  View
    •  Release  View
    •  Test Box  View
       
  • Project Planning and Execution
    •  Correction  View
    •  Defect  View
    •  Feature  Create, Edit, Mass Edit
    •  Requirement  View
    •  Script  View
    •  Step  View
    •  Task  Create, Edit, Delete, Mass Edit
    •  Test  View
    •  Test Cycle  View
    •  Test Run  View
       
  • System Configuration
    •  Approval Workflow  View
    •  Code Quality Transports Analysis  View
    •  Omega Setup  View
    •  Salesforce  View
       

Defect Manager

  • Project Administration
    •  Code Box  View
    •  Project  View
    •  Release  View
    •  Test Box  View
       
  • Project Planning and Execution
    •  Correction  View
    •  Defect  Delete, Import
    •  Feature  View
    •  Requirement  View
    •  Script  View
    •  Step  View
    •  Task  View
    •  Test  View
    •  Test Cycle  View
    •  Test Run  View
       
  • System Configuration
    •  Approval Workflow  View
    •  Code Quality Transports Analysis  View
    •  Omega Setup  View
    •  Salesforce  View

Defect Solver

  • Project Administration
    •  Code Box  View
    •  Project  View
    •  Release  View
    •  Test Box  View
       
  • Project Planning and Execution
    •  Correction  View
    •  Defect  View
    •  Feature  View
    •  Requirement  View
    •  Script  View
    •  Step  View
    •  Task  View
    •  Test  View
    •  Test Cycle  View
    •  Test Run  View
       
  • System Configuration
    •  Approval Workflow  View
    •  Code Quality Transports Analysis  View
    •  Omega Setup  View
    •  Salesforce  View

Basis / DBA

  • Project Administration
    •  Code Box  Upload ETL
    •  Project  View
    •  Release  View
    •  Test Box  Upload
       
  • Project Planning and Execution
    •  Correction  View
    •  Defect  View
    •  Feature  View
    •  Requirement  View
    •  Script  View
    •  Step  View
    •  Task  View
    •  Test  View
    •  Test Cycle  View
    •  Test Run  View
       
  • System Configuration
    •  Approval Workflow  View
    •  Code Quality Transports Analysis  View
    •  Omega Setup  View
    •  Salesforce  View
    •  System Naming  Manage

API User

  • Project Administration
    • API  Execute
    • Code Box  View
    • Project  View
    • Release  View
    • Test Box  View
       
  • Project Planning and Execution
    • Correction  View
    • Defect  View
    • Feature  View
    • Requirement  View
    • Script  View
    • Step  View
    • Task  View
    • Test  View
    • Test Cycle  View
    • Test Run  View
       
  • System Configuration
    • Approval Workflow  View
    • Code Quality Transports Analysis  View
    • Omega Setup  View
    • Salesforce  View