See the System Roles in action below!
System Roles permissions are set in each user's profile through the following check boxes.
System Administrator Roles
System Administrator: Grants the user system administration privileges to manage the system and edit permissions for content. This role is responsible for setting up all global data reporting fields for use by the project managers (i.e. project types, project status, custom data fields), the Edit Navigation & Content section, all item-based permissions, all communications permissions and all item display properties. This role is normally also assigned to the User Manager role as well.
User Manager: Allows the user to manage and add new companies, groups and users. This role is normally assigned to the same users with the System Administrator role. This role alone does not have the ability to view financial information within the system.
Power User Roles
Company Manager: Allows the user to manage and add new companies and contracts.
Project Creator: Allows the user to add new projects.
PMO Manager: Allows the user to perform project management task and resource assignment functions without being assigned to the project as a project manager.
Department Manager: Allows the user to perform project manager task and resource assignment functions on any project or template associated to their department(s). The department set in their User Profile - General tab, or additional departments designated in the dropdown.
Resource Manager: Allows the user to add resources to projects.
Project Template Manager: Allows the user to set projects to the template state if they are also a project creator.
Approval Manager: Allows the user to set a resource to manage approvals and approve on behalf of another approver.
Approval Template Manager: Allows the user to create Approval Templates (must also be an Approval Manager).
Issue Manager: Allows the user to manage issues across more than one project.
PTO Manager: Allows the user to manage and oversee PTO entries (time entries with a PTO designated Time Code) for any user in the system. They can also view the PTO calendar for all users in the system.
Time Sheet Approver: Allows the user to approve time sheets for themselves and other system members. This user will be available for selection by the user whenever the user saves expense sheets for routing through the approval process. This user will also be available for selection as the "Default Time Sheet Approver" in every user’s profile settings.
Expense Report Approver: Allows the user to approve expense reports for themselves and other system members. This user will be available for selection by any user whenever the user saves time sheets for routing through the approval process. This user will also be available for selection as the "Default Expense Sheet Approver" in every user’s profile settings.
Time/Expense/Invoice Manager: Allows the user to create/update and export invoices and manage all time sheets, expense reports and time and billing entries.
Team Member Roles
Project Resource: Allows the user to be assigned to Tasks, Approvals, and other Work Items. Users may be active or inactive to be assigned to work, but must be enabled as Project Resource.
Create/Edit Reports: Allows team members to create reports for data they can see. What they can see is governed by the roles above. If they have no other report granting system roles, they can create reports for data pertaining to themselves.
Executive/Report Viewer Roles
Project Report Viewer: Allows the user to view project reports and project financial information. A report viewer automatically sees all data within which they have read access, not just the data from projects within which they assigned as resources. Data which they do not have read access to view remains restricted.
Resource Allocation Viewer: Allows the user to view resource allocation reports.
Time/Expense Report Viewer: Allows the user to view time and expense reports for all resources, companies and projects. Lack of permission to read the projects within which this data is contained does not restrict these reports. All time and expense is reported even if access when clicking on related information, such as the view of a project task list, results in a permissions error.
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