Adding and managing users

Modified on Tue, 1 Apr at 4:13 AM

This document offers step-by-step guidance on adding and managing users, highlighting the essential aspects of the process.

Add a User

Open the application
Go to Settings/Users & Teams
Scroll to the user you want to edit
Select one or several roles from the dropdown. Refer to the permissions table below to select the proper user roles.

	Admin	Account manager	Resource manager	Delivery manager	Finance manager	Team member

	Admin	Account manager	Resource manager	Delivery manager	Finance manager	Team member
Homepage	R	R	R	R	R	R
Proposals	RW	RW	R	RW	RW	-
Invoices	RW	RW	-	RW	RW	-
Credit notes	RW	RW	-	RW	RW	-
Catalog	RW	RW	RW	R	RW	-
Clients	RW	RW	R	R	RW	-
Contacts	RW	RW	R	R	RW	-
Teams	RW	R	RW	RW	R	R
Resource requests	RW	R	RW	RW	R	-
Resource planner	RW	R	RW	RW	R	R
Absences	RW	R	RW	RW	R	R (all) W (Own)
Projects	RW	R	RW	RW	R	R
Tasks	RW	R	R	RW	R	RW
Milestones	RW	R	R	RW	R	R
Timesheets	RW	RW (own)	RW (all)	RW (all)	R (all) W (Own)	RW (own)
Dashboards/PMO	R	R	R	R	R	-
Dashboards/Teams	R	R	R	R	R	-
Dashboards/Developer Experience	R	R	R	R	R	-
Dashboards/Sales	R	R	R	R	R	-
Dashboards/Finance	R	R	R	R	R	-
Forecast	R	R	R	R	R	-

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