What kind of information do each role see?

Created by Juraj Šufliarsky, Modified on Mon, 01 May 2023 at 08:45 AM by Juraj Šufliarsky


  • user sees only necessary information content, such as Tasks, Planning, Time and Reports

  • user can create tasks for other users as well

  • user can only report his own time and only see his reports


Project manager 

  • PM sees his projects and the projects in which he is assigned

  • PM sees the quotes he created

  • PM sees the finances related to his projects, but he does not see the internal financial indicators

  • PM prepares documents for invoicing - only submitting for invoice (not real invoice)

  • PM can fill in Expenses

  • PM can also assign time tracking to other users

  • PM sees Reports

  • PM can see the list of Users, but cannot add new ones or change existing ones


  • TL can add and edit Project managers within projects

  • TL does not see internal financial indicators of projects

  • TL can add Users, but cannot change their team/role/password

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)

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