Project Profiles - Complete Guide

TABLE OF CONTENTS


1 Overview & Introduction

Project Profiles in itslearning define what users can do within Projects (also known as Communities in US English) based on their assigned role. When you access Profiles through Administration > Profiles > Project tab, you'll see a matrix showing available functionalities with green checkmarks (✓) for enabled features and red crosses (✗) for disabled features.

The Project Profile system provides role-based access control for collaborative spaces used for clubs, cross-functional events, and group work. Unlike Course Profiles, Project Profiles manage simpler permission sets as Projects do not include assignments, tests, or advanced pedagogical tools. This granular control ensures users only access the administrative and collaborative features they need for their specific role within Projects.


2 Prerequisites & Requirements

Before configuring Project Profiles, ensure you have:

  • System Administrator or Administrator profile with profile management permissions
  • Access to the Administration tab in itslearning
  • Understanding of your organisation's Project usage and requirements
  • Projects/Communities feature enabled at site level

3 Getting Started

3.1 Accessing Project Profiles

  1. Log in to itslearning with system administrator credentials
  2. Navigate to the Administration tab
  3. Select Profiles from the administration menu
  4. Click the Project tab (third tab alongside Site and Course)
  5. The Project Profiles matrix will display showing all profiles and their permissions

3.2 Understanding the Profile Matrix

The Project Profile matrix displays:

  • Rows: Different functionalities and features available in Projects
  • Columns: Profile types (Project manager, Project participant, and any custom profiles)
  • Indicators:
    • ✓ Green checkmark = Feature enabled
    • ✗ Red cross = Feature disabled

3.3 Default Profiles Overview

ProfilePrimary PurposeSecurity LevelTypical Users
Project ManagerFull Project control50Project creators, club leaders, event coordinators
Project ParticipantStandard collaboration30General members, students, staff participants

4 Step-by-Step Workflows

4.1 Modifying Existing Profiles

Objective: Update permissions for an existing Project Profile

Steps:

  1. Access Administration > Profiles > Project tab
  2. Locate the profile column to modify
  3. Click on specific permission cells to toggle enabled/disabled
  4. For settings with values (such as security level), click to edit
  5. Review all changes before saving
  6. Save modifications

Result: Changes apply immediately to all users with this profile across all Projects

Next Steps: Communicate changes to affected users if significant permissions were modified


5 Core Features & Functions

5.1 General Permissions

SettingDescriptionTypical ConfigurationNotes
Manage participants and groupsDetermines whether users with this profile can add, edit, and delete participants within a ProjectEnabled for Project manager, disabled for Project participantEssential for Project managers to control membership but should be restricted for regular participants
Use trash canControls access to the Project's trash can functionalityEnabled for Project manager, disabled for Project participantAllows users to recover deleted content. This permission helps prevent accidental data loss whilst maintaining appropriate access control
Manage events in project calendarGrants ability to add, edit, and delete calendar events in the Project calendarEnabled for Project manager, disabled for Project participantUseful for users coordinating events or managing Project schedules
Manage general administration permissionsProvides access to administrative functions including bulletin board management, Project settings, access to reports, and other Project administration toolsEnabled for Project manager, disabled for Project participantThis permission should be restricted to Project managers. Includes administration of bulletin boards, Project settings, and report access
Include profile in student reportsDetermines whether this profile appears in student reports, progress reports, personal reports, and status pagesDisabled for both profilesTypically disabled for Project Profiles as Projects focus on collaboration rather than academic assessment


5.2 Default Profile Settings

SettingDescriptionTypical ConfigurationNotes
Use this profile for default membershipSpecifies which profile new Project participants receive by default when added to a ProjectProject participant profile selectedEnsures consistent baseline permissions for all new members. New Project participants automatically receive this profile
Use this profile for users creating a projectDefines which profile is automatically assigned to users when they create new ProjectsProject manager profile selectedProject creators automatically receive this profile, granting them full administrative control over their newly created collaborative space

5.3 Default Folder Permissions

Default folder permissions determine what access users have to the root resource folder when a Project is created. These permissions establish the baseline for content management and are inherited by elements added to the folder.

SettingDescriptionTypical ConfigurationNotes
Full controlGrants complete control over the resource folder, including permission to manage folder permissions and all capabilities listed belowEnabled for Project manager, disabled for Project participantThis permission should be restricted to Project managers
EditAllows users to edit the folder structure itselfEnabled for Project manager, disabled for Project participantEnables modification of folder organisation and properties
WritePermits users to add elements to the folder, copy elements to and from the folder, and change the sequence of elements within the folderEnabled for Project manager and Project participantEssential for collaborative content creation
EvaluateNot used directly by the folder but is inherited by elements added to the folderEnabled for Project manager and Project participantProjects typically do not use evaluation features as they lack assessment tools. This permission is inherited by content elements
ParticipateNot used directly by the folder but is inherited by elements added to the folderEnabled for Project manager and Project participantEnables interaction with collaborative elements such as discussions. This permission is inherited by content elements
ReadGrants permission to view the folder contentsEnabled for Project manager and Project participantThis is the minimum permission required for users to access shared Project resources

6 Settings & Customisation

6.1 Permission Matrix: Project Manager vs Project Participant

The following table displays the standard permission configuration for default Project Profiles:

PermissionProject ManagerProject Participant
Security level5030
General Permissions
Manage participants and groups
Use trash can
Manage events in project calendar
Manage general administration permissions
Include profile in student reports
Default Profile Settings
Use this profile for default membership
Use this profile for users creating a project
Default Folder Permissions
Full control
Edit
Write
Evaluate
Participate
Read

This permission structure ensures Project managers have full administrative control whilst Project participants can collaborate effectively without access to sensitive administrative functions.

Permission Inheritance Model:

Permissions set at the root folder level inherit to all content added within the Project:

  • Direct Folder Permissions: Full control, Edit, Write, and Read operate directly on the folder itself
  • Inherited Permissions: Evaluate and Participate do not affect the folder directly but are automatically inherited by elements added to the folder (such as discussions, resources, and other interactive content)

This inheritance model maintains security whilst reducing administrative overhead.


7 Technical Information

7.1 Security Levels

Security levels create a permission hierarchy where higher levels can override lower levels:

Security LevelProfile TypeNotes
50Project ManagerHigher level - full Project control
30Project ParticipantStandard Project access

Important: Each profile must have a unique security level.

Understanding the hierarchy:

  • Higher security levels grant greater administrative control
  • Users with higher security levels can manage users with lower security levels
  • Only profiles with security level 30 and above have Project management capabilities
  • Security levels determine which administrative functions are available
  • Security levels cannot be changed if doing so would create conflicts with existing profiles

Valid Range: 1-100

If you are creating custom profiles, assign unique security levels between existing levels (e.g., 40 for a Project Coordinator role would be between Project Manager and Project Participant).


7.2 Permission Hierarchy and Inheritance

Project Profiles operate within itslearning's broader permission system:

Permission Flow:

  1. Site-level permissions determine whether users can access Projects at all
  2. Project Profiles determine capabilities within individual Projects
  3. Folder permissions (inherited from profile defaults) control resource access
  4. Individual resource permissions may be customised by Project managers

Override Behaviour:

  • Site-level restrictions cannot be overridden by Project Profiles
  • Project managers can adjust individual user permissions within their Projects
  • Folder-level permissions can be modified independently of profile defaults
  • Custom permissions override inherited profile defaults

7.3 Relationship to Site and Course Profiles

Site Profiles:

  • Control site-wide administrative functions
  • Determine whether users can create Projects
  • Override Project-level permissions if site restrictions exist

Course Profiles:

  • Operate independently of Project Profiles
  • Contain additional permissions for assessments and pedagogical tools
  • Do not affect Project functionality

Project Profiles:

  • Function independently within the Project context
  • Simpler permission set than Course Profiles
  • Focus on collaboration rather than assessment

Users may have different profiles across Site, Course, and Project contexts. A user with limited Course permissions may have Project manager rights in specific Projects.


9 Additional Resources

Related Articles:

  • Profiles Overview
  • Site Profiles - Complete Guide
  • Course Profiles - Complete Guide
  • Profile Setting: Automatic Logout
  • Projects/Communities - Getting Started Guide

More Help Resources:

Service Status Check the current status of itslearning services at https://status.itslearning.com/

Ideas Portal Share your ideas and help shape the future of itslearning at https://ideas.itslearning.com/

Roadmap Check out the itslearning product roadmap at https://itslearning.com/global/roadmap/


Contact Information

For additional support with Project Profile configuration, reach out to your itslearning contact.



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