When setting up your users, you must select which roles and permissions they have. In this module, learn about different user roles and what areas they can create, edit, and view.
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Download PDFStep 1
Head to Users under Global Settings to create or edit a user.
Step 2
Under Roles, you’ll see two groups of users: Managers and Team Members.
Step 3
Under Managers, there are Project Managers, Resource Administrators, and System Administrators.
Step 4
Project Managers can create, edit and manage projects. Once Project Manager is selected, more options appear.
You can choose to automatically make this user a peer manager on new projects. You can enable them to save projects to any status, you can allow them to see profitability on the manager dashboard, and you can give permission to create and edit project templates.
Step 5
Resource Administrators can manage Users and salary information.
They can view the resource dashboard, run administration reports, and edit user permissions.
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System Administrators can manage all company settings aside from resources.
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Under Team Members, there are different permissions related to time, materials, expenses, sales and invoicing, purchasing, quotes, and reporting.
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Time Writers can write time entries for projects they work on. You can also choose to auto-approve their entries, and allow them to assign themselves to projects and tasks.
Time Approvers can approve the entries that time writers have submitted. You can also choose to automatically make them an approver on new projects.
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Material Writers can enter materials for projects they work on. You can also choose to auto-approve their entries, and give permission to add materials to any project, including those they are not assigned to. You can also allow them to see all materials for projects they are on.
Material Approvers can approve the entries that material writers have submitted.
Step 10
Expense Writers can enter expenses for projects they work on. You can also choose to auto-approve their entries.
Expense Approvers can approve the entries that expense writers have submitted.
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Invoicers can generate project invoices. Purchasers can create draft purchase orders and can also have the permission to approve purchase orders and archive material items
A Sales Person can create sales orders. To be able to edit and view all pricing information, select Can this Sales Person view Pricing.
To be able to view and edit the charge price but not the unit cost, select Can this Sales Person view Charge.
You can also choose whether they can view the inventory dashboard.
Step 12
Estimators can manage quotes for projects.
You can also choose to automatically make this user a peer estimator for new quotes.
Step 13
Lastly, Reporters can see the Reporting tab and generate reports.
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