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Understanding Security Roles in BigPicture

Understanding Security Roles in BigPicture 950 810 Marta Bojanowicz

BigPicture Security Roles: A Guide to Managing Permissions Effectively

BigPicture offers a powerful security framework to manage user roles and permissions, ensuring secure and efficient project management. Understanding how security roles work in BigPicture is essential for anyone looking to optimize collaboration while maintaining robust access controls.

In this guide, we’ll explore the two main types of security roles in BigPicture—global roles and box-level roles—and how they integrate seamlessly with Jira to provide a secure project management environment.


What Are Global (App-Level) Roles in BigPicture?

Global roles control access at the application level, affecting how users interact with BigPicture as a whole.

  • App Admin: This role has full administrative privileges across the application. App Admins can configure settings, manage all boxes, and oversee user roles.
  • App User: This is a limited role. App Users can log in to BigPicture and access their profiles, but they require box-level roles to work on specific boxes.

To assign global roles, administrators can use the Administration > Security section in the app.

💡 Pro Tip: Ensure only trusted team members are assigned App Admin roles, as they have full access to all data and configurations.



Box-Level Roles: A Closer Look

Box-level roles allow granular control over who can access, edit, and manage specific projects or tasks within a box. These roles help streamline collaboration while safeguarding sensitive project data.

Here’s a breakdown of the roles:

  • Box Admin: Full control over the box, including configuring settings, creating sub-boxes, and managing tasks.
  • Box Editor: Focused on task management, Box Editors can add, edit, and delete tasks, restructure workflows, and manage dependencies.
  • Box Viewer: A view-only role, allowing users to access box content and export data without making changes.
  • Sub-Box Creator: This role lets users create sub-boxes within a parent box but restricts them from deleting those sub-boxes.

Assign these roles through the Box Configuration > Security section to maintain a clear hierarchy of permissions.



Streamlining Permissions with Role Inheritance

One of BigPicture’s standout features is role inheritance, which simplifies permission management across complex projects.

  • Parent boxes can pass down roles like Box Admin, Box Editor, and Box Viewer to sub-boxes.
  • The Sub-Box Creator role is excluded from inheritance to ensure users don’t gain unintended control over sub-boxes.

💡 Pro Tip: Configure role inheritance in the Box Types’ Security settings to save time while maintaining control.



Jira Integration: Synchronizing Permissions

BigPicture is designed to work hand-in-hand with Jira’s permission settings, providing a unified and secure project management experience.

  • If a user cannot view or edit an issue in Jira, they won’t be able to do so in BigPicture either.
  • This alignment ensures data security and prevents unauthorized changes.

This seamless integration makes BigPicture a top choice for teams already using Jira for issue tracking and project management.



Why BigPicture Security Roles Matter

By using a layered security approach, BigPicture ensures that teams can collaborate effectively without compromising data security. Here’s why this matters:

  • Scalability: As your organization grows, you can manage permissions easily for large teams and complex projects.
  • Precision: Assigning roles at the global and box levels lets you tailor access for each team member.
  • Alignment: Integration with Jira means you can maintain consistent permissions across platforms.


Conclusion

BigPicture’s security framework is built for teams that value collaboration, security, and efficiency. By understanding and leveraging its global and box-level roles, you can create a secure project management environment that scales with your organization.

Ready to optimize your project management security? Explore more about BigPicture and its features today!

For more insights and in-depth guidance on BigPicture’s features, contact our team, or explore our YouTube videos. With the right configuration, BigPicture can transform your project management experience, making scheduling smoother, more intuitive, and far less time-consuming.

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