Users
see only sections Tasks, Planning, Time, Reports and Users (only the list of users)
don't have access to projects and budgets
can create tasks for themself or other users as well
can change the task status, add comments and attachments in Tasks
can plan capacity in Planning
can report time and see his reports
can set up the email notifications for themselves
Project managers
create projects and access the projects in which they are assigned
add contractors, brands, clients
close/finish the project
access the projects under brands or clients where they are assigned
see the quotes/budget proposals they created
have access to the finances related to their projects, but don't see the internal financial indicators (such as users' profitability)
prepare documents for invoicing (request for invoicing), not real invoice
create Expenses - only drafts, for approval
can edit the tracked time of other users
see time reports and project revenue of projects where he is assigned
see the list of Users, but cannot add new ones or change existing ones
cannot create position sets/rate cards for brands
Team leaders
can add and edit Project managers within projects
can see the Utilization report of their team only
can edit the time entries of their team only
can add Users and edit positions and if they should be visible in planning, but cannot change their team/role/password/internal hourly rate
create position sets/rate cards
close/finish projects
cannot see internal financial indicators of projects
cannot create new users
cannot create or edit Task Group Templates by default - this is limited to Admin, CFO, and Managing Director roles.
Traffic manager
can add and edit Project managers within projects
can see the Utilization report of each team
can edit the time entries of every user
can add Users and edit positions and whether they should be visible in planning, but cannot change their team/role/password/internal hourly rate
create position sets/rate cards
close/finish projects
cannot see internal financial indicators of projects
cannot create new users
cannot create or edit Task Group Templates by default - this is limited to Admin, CFO, and Managing Director roles.
Financier / CFO / Managing Director / Admin
everything that was mentioned in hierarchically lower roles applies
can edit, create or deactivate Users, as well as change their team/role/password
can approve budgets/proposals
sees all financial indicators, documents and data
can issue a final financial document (e.g. invoice, approved expense) - except for the Managing Director
the notification settings differ by role. Only admins can adjust the notifications for other users freely.
Role also affects what you can do with Tasks specifically - such as creating Task Group Templates or being visible across projects. See "Task group templates" and "How to create a new Task or Subtask?" for details.