Default Security settings at Company level

Permissions for Company

• 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 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 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.

Permissions for Folder:

• 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 Report

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