To learn more, go to “How to Set Up User Profiles“, and
What is a ‘User Role’
User Roles are used in the context of projects. Regardless of what profile a user has (developer, sales person, etc), he or she can play different roles in a specific project. Some examples are: team lead, reviewer, quality check.
A user can be part of different projects, and play different roles in those projects.
To learn more, go to “How to Set Up User Roles”
How do User Profile and User Role play together?
For instance, Martha, is a ‘senior developer’ -her user profile- and plays the role of ‘team lead’ – user role- for the project titled “Launch advanced search feature”. However she plays the role of ‘reviewer’ in a second project she is also working on named “Communication
What is a ‘User Group’
User Group is used in BizMerlin to define user access levels and permissions in the application. Who sees what, and who can edit what.
To learn more, go to “How to Set up User Groups”