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Permissions for Company

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Administration

  • Staff (i.e. every user) can create project and view clients.
  • External Users can not create project and view clients.

Permissions for

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Discussions:

  • Approver and Project Manager can view and approve the time entry.
  • Approver is also a proxy user.
  • Task Team can view their own time-entries.

Permissions for Task :

  • Project Manager can View, Edit, Delete Tasks and Add update against the tasks.
  • Project Stakeholders and CXO can View Tasks and Add update against the tasks.
  • Approver can view the task.
  • Task Team can View Tasks, Add update, Add Expense, Add time against tasks they are assigned can Create new discussion, View, Edit, Reply and Delete the discussion.
  • Project Team, Task Team can vreate new discussion, View and Reply the discussion.
  • Project Stakeholder and Executive can View and Reply the discussion.
  • Staff ( i.e. every user) can create new discussion in project.

Permissions for Documents:

  • Executive,  Project Stakeholder, Project Team, Task Team can View the documents.
  • Project Manager can View and Check in/ out the documents.
  • Task Team can Check in/ out the documents where they are owners.

Permissions for Folder:

  • Executive, Project manager, Project Stakeholder, Project Team can view all folder across the company.

Permissions for Project :

  • Project Manager can  can View & Edit the Project, Add New task in project, View and Edit project financials.
  • CXO can Executive can View Project, Add New task in project, View and Edit project.
  • Project Stakeholder can  can View project and project financials.

Approver can view project financials

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Permissions for Report

  • Staff (i.e Every user) can create new report.

Permissions for

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Task :

  • CXO, Project manager, Project Stakeholder, Project Team can view all folder across the company.

Permissions for Documents:

  • CXO,  Project Stakeholder, Project Team, Task Team can View the documents.
  • Project Manager can View and Check in/ out the documents.
  • Task Team can Check in/ out the documents where they are owners.

Permissions for Discussions:

  • Project Manager can Create new discussion, View, Edit, Reply and Delete the discussion.
  • Project Team, Task Team can vreate new discussion, View and Reply the discussion.
  • Project Stakeholder and CXO can View and Reply the discussion.
  • Staff ( i.e. every user) can create new discussion in project.

Report

  • Staff (i.e Every user) can create new report.Manager can View, Edit, Delete Tasks and Add update against the tasks.
  • Project Stakeholders and Executive can View Tasks and Add update against the tasks.
  • Approver can view the task.
  • Task Team can View Tasks, Add update, Add Expense, Add time against tasks they are assigned.

Permissions for Time and Expense :

  • Approver and Project Manager can view and approve the time entry.
  • Approver is also a proxy user.
  • Task Team can view their own time-entries.

Approver can view Project Financials

  • Project Team can view the project.
  • External Users can not view the clients.

     
Note

 All resources can View, Add updates and Add time entries against the task assigned to them.