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

  • 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


NO_CAPTION null



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





Teamleader

  • 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)






Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article