Permissions associated with each user role
The following user roles are available in Workflow Manager. Each role has specific permissions assigned; this allows you to give logins to your entire organization with a level of access that is appropriate for their position. Each role has progressively limited access, this article describes what each role cannot do.
Admin
Admin users can view and edit all content. Admin's can access the admin menu that includes various organization settings such as picklists, statuses, templates, payroll, and others. They can also view, edit and approve timesheets.
Project Admin
Everything available to admin users except they cannot view or edit the admin menu.
Project Manager
Same permissions as Project Admin, except they cannot edit rates or timesheets. They can approve timesheets.
Project Lead
Same permissions as a project manager except they cannot view rates.
Project Staff
Project staff cannot view or edit schedules, budgets, or rates. They also cannot change the status of projects. They can add/remove labels and add notes to a project, but they cannot create new labels.
Viewer
Viewer users can view basic project information but do not have any editing privileges.
Time Entry
Time Entry users can only see and edit their timesheet; they cannot access any project details or other pages.
Time Entry Plus Viewer
This role is a combination of the Viewer and Time Entry roles, allowing users to view project information and fill out their timesheet.
IT Admin
This role is intended for company IT staff. It allows them to edit all Admin settings, use the timesheet, and view basic project information. This role is not able to edit any project information.
No Access
This role has no access to view or edit any content; this role is not counted as a user seat. This is generally used for two purposes:
- Staff you need to use for rates and budgeting, but that aren't logging into the system.
- Inactive or terminated staff that you don't want to delete in order to retain data.