Applicable packages | Leave | Time | HR Essentials | HR Success |
|---|
Required Roles | Team Manager | HR Manager | Administrator | ADU Manager |
|---|
System Roles |
Employee |
Team Manager |
HR Manager |
Admin |
ADU Admin (when enabled) |
Project Roles |
Project Admin |
Project Manager |
Project Manager + Create |
Project Manager + Billing |
Project Manager + Cost |
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.
System Roles
Admin
Users with the Admin role have access to the Admin & Config pages located within the respective modules of the application. Admin users do not have access to employee information.
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.
Team Manager
Team Managers can view the Timesheets & Project Logs of the employees they manage.
Project Roles
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.
Project Admins are able to:
Add Project Managers to any Project
Remove Project Managers or other Project Admins from any Project
Add Teams to any Project
Remove Teams from any Project
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.
Project Managers are able to:
Add other Project Managers to a Project that they manage
Remove other Project Manages from a Project that they manage
Add or remove any Team from 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
Project Creators can:
Create Projects
Edit Projects that they manage
Create Customers
Edit Customers
Create Tasks & assign to any team
Edit Tasks
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.