How do the permissions work

The permissions are based on the role model that represents real business roles of the company.

Basic definitions

  1. Roles. The system has the following roles: User, Supervisor, Payroll manager, Project Management, Client Management, Billing Manager, Administrator. Roles are an integral part of the system, and they can’t be changed. More information can be found here: Users’ Roles.
  2. Permission set. A permission set is created for each role. One role may use several permission sets. E.g. there are two of them for project management: Project Manager and Project Administrator.
  3. Granular (permission). The permission set consists of granular, which are the smallest access setting units. E.g. «Reading my clients», «Editing projects of my clients».
  4. User permission sets. Each user has specific permission sets applied. By doing so the user receives both roles and permissions.

Setting procedure

  1. Create permission sets.
  2. Add available granulars in the permission sets.
  3. Choose required permission sets for the user.

Availability of application

Roles in the system define the list of available applications. If the user has a role, which doesn’t correspond with an application, such application is not going to be shown in the Application Menu .

The relationship between the roles and their applications:

Role Application
User My work, Reports (if «Report view» granular is enabled)
Supervisor My team
Project Management Projects
Client Management Clients
Billing Manager Billing
Payroll Manager Payroll
Administrator System