User types

Owner

Owner is the one, who starts to build the team. Usually Owner is the executive director, the leader of the project or the client itself. Owner is inviting new members, creating projects, assigning contracts to the team members, setting the Weekly Limit, Hourly Rate and Screenshot Mode for each contract. Only the Owner is able to invite a client to observe the team work. Owner needs to assign exact project to the client for observation.

Let’s see the whole map of Owner’s permissions.

Team

• Invite new members
• Delete/Block members
• Invite Clients
• Manage Client’s permissions on the projects
• Manage financial access for each user and client
• Assign/Change Roles/Groups to Users

Contracts and Reports

• Create/Delete Projects
• Assign Contracts to team members
• Edit, Pause, Delete contracts
• Set an Hourly Rate for contracts
• Set the Screenshot mode for contracts
• View all Reports and Statistics
• Export Reports
• Generate Invoices
• Confirm Manual Time Requests

Tasks

• Create tasks
• Assign tasks to users
• Delete Tasks
• Add more description to the task
• Attach files
• Comment
• Order tasks according to priority

Executive Manager

Executive Manager is the one in the team, who has access to all information in the team regarding to team members and all projects and reports. If the Owner gives the access, Executive Manager also can have access to the team’s financial information, like rates of the contracts, amount reports and invoices. Otherwise financial information will be visible only to Owner.

This user has the following permissions:

Team

• Invite new members
• Delete/Block members
• Manage financial access for each user (if Show Rates is set to - YES)
• Assign/Change Roles/Groups to Users (besides Owner’s)

Contracts and Reports

• Create/Delete Projects
• Assign Contracts to team members
• Edit, Pause, Delete contracts (If Show Rate is set to - YES)
• Set/edit the Screenshot mode for contracts
• View all Reports and Statistics
• Export Reports
• Generate Invoices (If Show Rate is set to - YES)
• Confirm Manual Time Requests

Tasks

• Create tasks
• Assign tasks to users
• Delete Tasks
• Add more description to the task
• Attach files
• Comment
• Order tasks according to priority

Project Manager

Project Manager is a member of a team, who needs to manage only one or few projects and has limited access to team members and projects. The Owner or the Executive Manager need to mark which projects to be managed by this user. If Project manager has contracts in the project where he/she isn’t a manager, he/she will have an employee role for those. Project Manager will be able to see only team members who has contracts in the projects.

Project Manager has following permissions for marked projects:

Contracts and Reports

• Edit, Pause contracts
• Set an Hourly Rate for contracts (If Show Rate is set to - YES)
• Set/edit the Screenshot mode for contracts
• View Reports and Statistics of projects where he/she is a manager
• Export Reports
• Generate Invoices(If Show Rate is set to - YES)

Tasks

• Create tasks
• Mark tasks as done
• Add more description to the task
• Attach files
• Comment
• Order tasks in the convenient order

Employee

This user type has access to the projects, where he/she has a contract. But this access is limited only in the project list. The Reports and Statistics are representing only the Employee’s data. In the Team list Employee can see only the members who are involved in the same projects. Employee is not able to delete, pause and edit any setting.

Client

This type of user has access only for the exact projects that has been assigned to him/her. Client is not able to make any changes; he has the role of observer, who can just view the screenshots, statistics, reports …etc. Unlike other users, Clients are not listed as a member of the team; therefore owner can invite unlimited number of clients, despite Team’s membership.