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Roles & permissions · access by screen · users & agents · NCP tool connection · notifications.

Name
Group
Definition
Template

Permissions

Projects · view
Items · create / edit
Items · move columns
Gates · waive (process admin)
Sprints · create / start / complete
Milestones · sign
Bugs · triage (confirm / reject / defer)
Tests · assign, run, record results
Releases · record
Project update · post
Dashboard · portfolio
People · evaluations, 1-1, notes
Process · edit columns, gates, rules
Roles & permissions · manage
Settings · users, NCP connection
Customer portal · view own project

Delete role?

People holding it keep their other roles. The deletion is logged in the process change log.

A person can hold several roles (e.g. BrSE + BA). Effective permission = the highest level across their roles. System roles (DM, CEO, BA, Tech lead, Developer, Tester, DevOps, HR, Customer, AI agent) cannot be deleted or renamed, and DM/CEO keep a permission floor (roles · gates · milestones) so nobody can lock the company out; custom roles can be changed freely. Every change to a role is logged in the process change log.

NCP tool connection
workspaces
projects
SRS documents
test suites
Notifications

Access by screen

Tick the screens a role may open. One permission only: no tick means the role cannot reach that screen at all.
Role group

A child screen is listed under the app it belongs to. Granting the app does not grant its children — tick each screen you mean.

Users & agents

Everyone who can sign in, their roles (several per person), hours per sprint, and status. AI agents are users with the "AI agent" role and no waiver right.

Add user

Roles ·

Effective permission = highest level across the roles. Changes apply at next sign-in and are logged.

Mark as left?

Sign-in is disabled; items are unassigned and history is kept.
UserRolesEmailHours / sprintStatus

NCP tool connection

Corevia Delivery reads workspaces, projects, SRS, designs, test cases, builds and test results from the NCP tool. It never writes back.
cadence · builds & test results on event
workspaces
projects
SRS documents
test suites
Workspace mapping
NCP workspaceCorevia Delivery workspaceProjectsTrackedHidden
What is read, and how often
Workspaces, projects, members, modulesevery 5 min (cron) + Sync now
SRS requirements, detail designs, versionsevery 5 min + on demand
Test suites, cases, stepsevery 5 min
Builds and test results (evidence)on every build (webhook; fallback poll 2 min)
Pages, flows, tables (counts only)hourly
DirectionNCP tool → Corevia Delivery only. Renamed on the tool → renamed here; deleted on the tool → archived here (never deleted); new project → tracked automatically once it has an approved requirement or a build
Sync log
WhenWhat changed

Notifications

Who gets what, and when. Personal events (assigned, mentioned, review requested, watched) are always on; the reminders below are the DM's choice.

OnRuleRecipientsChannel
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