Along with the nature of the user-task relationship (whether the user is the task creator, assigned or reviewer on the task or neither), the Edit Task Level determines the specific actions a user will be able to perform on tasks in that particular project. This may more easily be understood through the Edit Task Level […]
Account Administrators have access to a restricted area of the interface accessible through the Administration button located near the top right-hand corner of the screen (the button is only visible to Administrators). In this area, administrators may configure their account. Namely, they can… Add/edit/delete Users, User Groups, Expense Types, Project Types, Project Priorities, Project Statuses […]
The Edit Task Level, along with the nature of the user-task relationship determines the specific actions the user will/will not be able to perform on the task. This may best be understood with the chart below. Blue squares in the chart indicate that the task creator can perform the given action. Green squares indicate that […]
Yes. In the user profile (accessible through Administration => Users > Users), you will need to provide your user with a “Normal” access level so that he/she will only have access to assigned projects. Then, when assigning your user to a project, proceed as follows: If you want to prevent your user from accessing unassigned tasks […]
Project level rights may be specified on a per project basis for Normal users. Project level rights granted to Administrators are irrelevant (Administrators automatically have full permissions throughout the account). Project level rights that may be granted to normal users are the following: Project Manager: Gives full control over the project. The only operation the […]
Only administrators and project managers can delete projects.
Administrators and project managers can edit a project’s parameters (Number, Name, Dates, Associated Client, Task Group values, Task Type values, etc.). As for other Normal users assigned to the project with the “Can Open this Project” access right, they can see the entire project’s structure but in read-only mode.
The Expense approval access right is used to grant the privilege to approve/reject expenses submitted by users assigned to the project. Furthermore, this access right enables a user to generate expense reports and, as a result, view the other user’s expenses in the project. In itself alone, the expense approval right does not allow the […]
The time approval access right is used to grant the privilege to approve/reject time sheets submitted by users assigned to the project. Furthermore, this access right enables a user to generate time reports and, as a result, view other user’s timesheets in the project. In itself alone, the time approval right does not allow the […]
As a normal user, you can only open the projects on which you’ve been granted the “Can Open Project” access right.