Permissions
The Permissions tab decides what people who are not admins can see and do. Each setting saves as soon as it is changed.
Where
Workspace settings, Permissions tab
Who
Owner and admins
| Setting | Choices | Starts as |
|---|---|---|
| Who can see team members Who may open the Team screen and pick other people in filters. | Admins / Admins and managers / Everyone | Admins and managers |
| Who can see rates and amounts Rates, amounts, cost and profit everywhere in the app. | Admins / Admins and managers / Everyone | Admins |
| Who can create projects and clients | Admins / Admins and project managers / Everyone | Admins |
| Who can create tasks Project managers can add tasks only to their own projects. | Admins / Admins and project managers / Everyone | Admins |
| Who can create tags | Admins / Everyone | Everyone |
| Billable status Who may switch the $ sign on a time entry. | Admins only / Admins and managers / Everyone | Everyone |
| Who sees whose time What a regular member sees of other people’s time. | Only their own time / Time on public projects / All tracked time | Only their own time |
| Members can open a teammate’s calendar | On / Off | Off |
| Team managers can open their team’s calendar | On / Off | On |
| Team managers can add and edit their team’s time Needs the Basic plan. | On / Off | Off |
| Users can access Team Dashboard | On / Off | Off |
| Who can see project status Estimates, budgets and progress. | Admins / Anyone | Anyone |
| Hide pages from regular users Removes a screen from the menu of plain members. | Projects, Team, Reports | None hidden |
| Force timer Disable adding and editing time by hand. Needs the Pro plan. | On / Off | Off |
Words used here
- Managers means team managers and project managers.
- Regular users are members who are neither admins nor managers.
Settings that live elsewhere
- Who approves timesheets and expenses: General, Approvals.
- Who can pair a kiosk device: General, Kiosk.
- Who can manage invoices: General, Invoicing.
- Who can create schedule assignments: General, Scheduling.