Features Below Available To: ✅ Grow Plan ✅ Track Plan ✅ Free Plan

When creating or editing permission levels, it's important to understand how enabling or disabling different permissions will affect visibility and access. Use the chart below to better understand each of the various permissions control.

📚 For information on how permissions impact notifications, click here.

Basic Info

The name of the permission level that can be assigned to team members. If needed, change the name of the permission level by clicking on "Edit".

"Admin" name is not able to be edited. All other permission level names are able to be edited, however.

Time Tracking

By default, a user can view, edit and submit their own timesheet, and view and export all of their historical timesheets.

Permission	Actions
View all timesheets	- View and export any employee’s timesheet
Edit all timesheets	- Edit any employee’s timesheet - Generate and update Staffing schedules - Can edit time entries in bulk
Manage time off	- View Time Off requests - Approve and Reject Time Off requests - Manage Time Off balances - View Time Off history

Project Planning

By default, a user can take the following actions related to projects, milestones, and deliverables:

View all assigned projects, including archived projects
View all milestones or deliverables
Be assigned to a deliverable (so long as they are assigned to the project)
Comment on any deliverable or milestone
Mark a deliverable as complete or incomplete

Permission	Actions
Edit assigned projects	- Edit any assigned project (including archived projects) - View project-level reports on financials and time logged for assigned projects - View project-level dashboards that include financial information (Project Progress, Project Details) for assigned projects - Create, edit, and delete milestones and deliverables for assigned projects -Can invite consultants to collaborate via the Consultant Fees page, the Project Details page, and the Project Overview for assigned projects.
Delete assigned projects	- Delete any assigned project (including archived projects)
View logged time on Money Gantt for assigned projects	- View the Money Gantt bar with lines for planned and logged *Requires either "Edit All Projects" or "Edit Assigned Projects" to also be enabled in order to view financials for budget planned/logged in the Money Gantt (aka Phase Budgets) and additional data offered upon hover
View Invoiced and Paid on Money Gantt for assigned Projects	- View budget invoiced and paid in the Money Gantt chart for assigned projects *Requires either "Edit All Projects" or "Edit Assigned Projects" to also be enabled in order to view invoiced and paid financial data in the Money Gantt as well as additional data offered upon hover
View all projects	- View any project (including archived projects) - View Project Performance for any project - Search for all projects in the Global Search Bar - View hours planned and logged in the Gantt chart -Can view collaborating consultants for all projects
Edit all projects	- Edit any project (including archived projects) - View project-level reports on financials and logged time for all projects - View project-level dashboards that include financial information (Project Progress, Project Details) for all projects - Allocate hours for projects in Staffing - Create, edit, and delete milestones and deliverables for assigned projects -Can invite consultants to collaborate via the Consultant Fees page, the Project Details page, and the Project Overview for all projects
Create projects	- Create new projects *Requires "Edit all projects" to be enabled - View/Edit templates
Delete projects	- Delete any project (including archived projects)
View logged time on Money Gantt for all projects	- View the Money Gantt with lines for planned and logged *Requires either "Edit All Projects" or "Edit Assigned Projects" to also be enabled in order to view financials for budget planned/logged in the Money Gantt (aka Phase Budgets) and additional data offered upon hover
View Invoiced and Paid on Money Gantt for all Projects	- View budget invoiced and paid in the Money Gantt chart for all projects *Requires "Edit All Projects" to also be enabled in order to view invoiced and paid financial data in the Money Gantt as well as additional data offered upon hover

Invoicing & bills

There is no default access to Invoices. Only users with the following permissions enabled will have access to invoices within the Invoices page or the Invoices tab within a project.

Permission	Actions
View invoices and consultant bills	- View invoices for any project - Send Invoice and Payment Link - Print or download a PDF of an invoice - Export a CSV file for importing into QuickBooks Online, QuickBooks Desktop, or Xero - View "Paid Invoices" bar in Project Progress - Can view the Unbilled page
Edit invoices and consultant bills	- Edit invoices for any project - Mark existing invoices as paid Requires "View invoices" to be enabled Can complete the bill review process **When you go to add the (-) dash at the beginning of the sentence, it will create a bullet when you hit the space bar. Backspace once to remove the bullet and keep the dash. This helps for spacing
Create invoices and consultant bills	- Create or duplicate invoices for any project *Requires "Edit invoices" to be enabled - Can view the Unbilled page and create invoices in bulk
Delete invoices and consultant bills	- Delete invoices for any project
View all expenses	- View expenses for all team members in any Project Expense page or Expense Report
Manage all expenses (edit, delete)	- Edit expenses for any team member - Delete expenses for any team member

Client Management

By default, team members with "Admin" permissions are the only individuals with the ability to view and manage client information in the Client Directory. Only users with the following permissions enabled will have access to view and/or manage the Client Directory.

Permission	Actions
View all clients	- View the Client Directory and individual Client Profiles
Manage clients (create, edit, delete)	- Add, edit, deactivate, and delete Client Profiles

Staffing

By default, all team members can view the Staffing Current Week page and the projects/hours that are allocated to team members. Only users with the following permissions enabled will have access to more information.

Permission	Actions
Edit Staffing (create, view, edit)	- View Staffing Availability page - Manually allocate, edit, and rebalance hours on Staffing Availability - Manually add or projects on Staffing Current Week page - Manually allocate or edit hours on Staffing Current Week

Reports

By default, team members with "Admin" permissions are the only individuals with the ability to view reports. Only users with the following permission enabled will have access to view reports.

Permission	Actions
View financial reports	- View reports: Revenue Report, Profit Report, Profit Drivers Report, Profit Forecast Report, Payroll Report
View team reports	- View reports: Team Activity, Team Forecast, Utilization Rate Report, Realization Rate Report, Expenses Report

Team Management

By default, a user can view and edit their own profile (but not permissions), view the team directory and their colleagues' profiles, and access the “Workload (Projects)” and “Workload (People)” pages. Only users with the following permissions enabled will have access to invite and manage employees or manage compensation.

Permission	Actions
Manage team members (create, invite, edit, delete)	- Invite, deactivate, reactivate, and delete employees - Edit all employee profiles - Assign default roles to employees - Search for employee profiles in Global Search Bar
Manage compensation (create, edit, delete)	- View all employee compensation in employee profiles (including their own) - Create, edit, and delete employee compensation (including their own)

Consultant Management

By default, team members with "Admin" permissions are the only individuals with the ability to create, edit, and delete Consultant Information. Only users with the following permission enabled will have access to do so.

Permission	Actions
Manage consultants (create, edit, delete)	- Create, edit, and delete consultants - Can invite consultants to collaborate via the Consultant Directory

Account Administration

There is no default access to the organization's account settings. Only users with the following permissions enabled will have access to Settings.

Permission	Actions
Manage settings	- Access and update the organization’s Settings

QuickBooks

By default, team members with "Admin" permissions are the only individuals with the ability to send invoices, bills, and expenses to Quickbooks. Only users with the following permission enabled will have access to do so.

Permission	Actions
Send invoices, bills and expenses to QuickBooks	- Send invoices, bills, and expenses from Monograph to QuickBooks Online

Admin Only

The following actions can only be accessed by Admin-level users (users with all permissions enabled).

Permission	Actions
ALL Permissions enabled	- Manage permissions: create, edit and delete permissions - Assign permissions to employees - Manage the organization's Monograph billing subscription (view invoices and update credit card information) - Access all items forwarded to the Smart Inbox - View the Reports page - View the Teamwork Distribution chart on the dashboard