| User Roles | Project Roles |
| Employee | Project Manager |
| Team Manager | PM + Create |
| HR Manager | PM + Billing |
| Admin | PM + Cost |
| ADU Admin (when enabled) | Project Admin |
At least one employee in the organisation should be given HR Manager, Project Admin & Admin roles. This is because these roles make up the configuration of the system.
HR Manager
Users with the HR Manager role have access to configure employee data within the system. HR Managers do not have access to configure the system.
Admin
Users with the Admin role have access to the Process Config and System Config pages of the application. Admin users do not have access to employee information.
Project Admin
Users with the Project Admin role have the ability to create, view and edit all Projects, Customers, and Tasks as well as view and update the Project Costs & Billings. Project Admins can assign additional Project Manager roles to others in the system.
Team Manager
Team Managers can view the Timesheets & Project Logs of the employees they manage. They can also create Tasks.
Project Manager
Users with the Project Manager role can be added as a Project Manager to any Project. This means they will be able to view and edit the main details of the Project.
It is possible to configure Project Managers with the additional roles below. If you configure a Project Manager with all three roles (Create, Billing & Cost) they will have full edit access to the Projects they manage.
Project Manager + Create
Users with the Project Creator role have the ability to create Projects and Customers.
Project Manager + Billing
Users with the Project Billing role have the ability to view and manage the Billing associated with Projects that they manage.
Project Manager + Cost
Users with the Project Cost role have the ability to view and manage the Costs associated with Projects that they manage.