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Permissions for Company

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


Permissions for Project :

  • Project Manager can View & Edit the Project, Add New task in project, View and Edit project financials.
  • Executive can View Project, Add New task in project, View and Edit project financials.
  • External Users cannot View & Edit project and project financials.
  • Project Team can View Project.


Permissions for Task :

  • Project Manager can View, Edit, Delete Tasks and Add Comment, Add Task and Add Expense against the tasks.
  • Executive can View & Add Comment against a task.
  • Accountant can view the task.
  • Task Team can View Tasks, Add Comment, Add Expense, Add time against tasks they are assigned.


Permissions for Time & Expense :

  • Project Manager can View, Edit, Delete, Approve, Invoice time entries of the projects where the user is the project manager.
  • Accountant is also a proxy user and can Invoice time entries.
  • Task Team can view their own time-entries.

Permissions for

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Apps :

Permissions for Discussion:

  • 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 Executive can View and Reply the discussion.
  • Staff ( i.e. every user) can create new discussion in project.
  • Owner (i.e. user who initiates the Discussion) can View, Edit, Reply, Delete the Discussion.

Permissions for

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Document:

  • 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.
  • Owner (i.e. user who has uploaded the Document) can View, Edit, Check in/ out, Delete the Document.

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  • Project Manager and Executive can View the Folder.
  • Project Team can View and Add the Folder.
  • Owner (i.e. user who has created the Folder) can View, Edit, Delete and Add the Folder.

Permissions for Project :

  • Project Manager can View & Edit the Project, Add New task in project, View and Edit project financials.
  • Executive can View Project, Add New task in project, View and Edit project financials.
  • External Users cannot View & Edit project and project financials.
  • Project Team can View Project.

Permissions for Report

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

Permissions for Task :

  • Project Manager can View, Edit, Delete Tasks and Add Comment, Add Task and Add Expense against the tasks.
  • Executive can View & Add Comment against a task.
  • Accountant can view the task.
  • Task Team can View Tasks, Add Comment, Add Expense, Add time against tasks they are assigned.

Permissions for Time and Expense :

  • Project Manager can View, Edit, Delete, Approve, Invoice time entries of the projects where the user is the project manager.
  • Accountant is also a proxy user and can Invoice time entries.
  • Task Team can view their own time-entries.

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Note

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