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