How to invite new user?
Go to the Users section.
Click the "+Invite" button.
Fill in user details: First name, Last name, Codename (optional), Email address (mandatory), and Phone number (optional).
Select a Team (each user can belong to one team, but they can still collaborate on projects across different teams).
Choose a Position (defines the user’s role in projects).
Assign a Role to determine their permissions within Allfred.
Set the Internal Hourly Rate for agency profit calculations (optional). Learn how to calculate the internal hourly rate.
Enable or disable the user’s visibility in Planning and Utilization Reports.
Define the user’s Daily Capacity (working hours per day).
Select a Profile Color or upload a profile photo.
📩 Click "Invite"—the user will receive an email with an invitation link to set their password and log in to Allfred.
How to deactivate or delete user?
Go to Users section
Select required user
Click the toggle to disable the user.
4. Confirm the Deactivation date
If you are deactivating a user with the role of Project Manager, Team Leader, or Managing Director, Allfred will ask you to choose a project manager to whom all projects of the deactivated user should be transferred.
5. Once deactivated, the user will no longer have access to the system but will remain in the list of deactivated users. You can reactivate them anytime by switching the toggle back on.
Roles and permissions
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
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 add Users and edit positions and if they should be visible in plannining, but cannot change their team/role/password
create position sets/rate cards
close/finish projects
cannot see internal financial indicators of projects
Financier / CFO / Managing director / Admin
everything that was mentioned in hierarchically lower roles applies
can edit Users, as well as change their team/role/password
only the notifications are different between the mentioned roles
can approve budgets/proposals
sees all financial indicators, documents and data
can issue a real financial document (e.g. invoice)