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.
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".
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 |
Project Planning
By default, a user can view all of their assigned projects, including archived projects and project templates. They can also create, edit, update and delete milestones and tasks for assigned projects.
Permission | Actions |
Edit assigned projects | - Edit any assigned project (including archived projects and project templates) - View project-level reports on financials, time logged, and expenses for assigned projects |
Delete assigned projects | - Delete any assigned project (including archived projects and project templates) |
View the Money Gantt on assigned projects | - View the Money Gantt for assigned projects on any Gantt chart |
View all projects | - View any project (including archived projects and project templates) |
Edit all projects | - Edit any project (including archived projects and project templates) - View project-level reports on financials, logged time, and expenses for all projects - Allocate hours for projects in Resource |
Create projects | - Create new projects *Requires "Edit all projects" to be enabled |
Delete projects | - Delete any project (including archived projects and project templates |
View the Money Gant on all projects | - View the Money Gantt for any project on any Gantt chart |
Invoicing
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 | - 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 |
Edit invoices | - Edit invoices for any project *Requires "View invoices" to be enabled |
Create invoices | - Create or duplicate invoices for any project *Requires "Edit invoices" to be enabled |
Delete invoices | - Delete invoices for any project |
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 |
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. Note: Users who'd like to see reports under Projects will still require the permission "Edit projects" enabled, or be assigned to the project itself.
Permission | Actions |
View reports | - View reports on the Reports page |
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 |
Manage compensation (create, edit, delete) | - View all employee compensation in employee profiles (including their own) - Create, edit, and delete employee compensation (including their own) |
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 |
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) - View the Reports page - View the Teamwork Distribution chart on the dashboard |