To set the permissions for trackers and relevant items in a project, navigate to the Permissions tab on the Tracker Configuration page to edit the necessary permissions by role.

If the item is important and must be tracked, enable the workflow process management. A simple and flexible process engine workflow is integrated into the trackers to allow modeling of business process workflow. Trackers can be used with or without a workflow. Trackers can inherit a workflow from other trackers or use their own workflow. The workflow can be customized. See State Transitions.

In the State Transitions tab, you can define the permissions of the transitions by roles in the workflow diagram. The workflow transitions define the transitions between states and the roles with permission to enact each transition type.

You can edit the field access permissions for project members on the Fields tab in tracker customization. In the permission column of the fields table, click the field permission cell to edit permission. An access permission is based on a three-dimensional matrix that defines roles, item fields, and status. For every status, there is table that shows field-access permissions for each role.

Each member's view or edit access to a field is defined for each status of the issue. Define a default value for the field or set the field as required in the field Access definitions.

The state transition window handles the transition between the source status and the target status of a tracker item.

If you initiate the state transition and have permission to edit a field in either the source status or the target status then that field is editable in the transition window. After you click Save in the transition window, Codebeamer assigns the target status to the item. This behavior ensures that the user who transitions the item can handle the mandatory fields.

For more information about transitioning items, see State Transitions and Transition Menu.