This section describes all the available employee permissions. Employee permissions can be configured by editing the employee's record and clicking the "Permissions" tab. There are Standard Permissions and Special Permissions available. Special permissions are permissions which are linked to another object in the system, such as permission to run reports on a specific Employee Group or browse projects for a specific client.
Standard Permissions
Self-Approval
Approve own timesheets | Employee is able to submit a timesheet without having an approver assigned. Their timesheets are automatically approved after submitting them. |
Approve own expenses | Employee is able to submit an expense form without having an approver assigned. Their expense forms are automatically approved after submitting them. |
Aprove own leave bookings | Employee is able to create a leave booking without having a leave approver assigned. Their leave bookings are automatically approved after submitting them. |
Reporting
Full reporting permissions | Employees with this permission are able to access the reporting page and run any report on any entity in the system. This include the ability to view all pay and charge rates for any employee and project. |
Report time & costs on own employee group | Employee can run reports on any transactions which involve members from their own employee group. They can view all pay and charge rates for any reports they run. This means if a charge rate is set for a specific task for which one of these employees have submitted time against, the person running the report can view this charge rate as well. |
Report time on own employee group | Same as above, but does not have visibility to view pay or charge rates. |
Run any timesheet report (time and charge only) | Can run any reports on any employee's time, and able to view charge out rates but not pay rates. |
Line Manager
Line manager permissions apply to users who have been granted one of the line manager permissions and have also be set as the line manager for someone else. Line managers can be set from the Employment tab when editing an employee record.
Run reports on managees | View all time, pay and charge rates for any managee's timesheets |
Submit timesheets for managees | Gives the line manager the ability to create timesheets on behalf of their managees. When enabled, they will see the option "Create for others" in the toolbar in the timesheets section. |
View/alter managee's timesheets | The line manager is able to browser through all their managee's timesheets in the timesheet management section, and is able to make amends to their timesheets. |
Own Timesheet Permissions
Alter project in timesheets | This permission gives the employee the ability to browse through any assigned project and projects assigned to them (or visible to everyone) and add them to their timesheets. If not enabled, then any project assigned to the employee will automatically appear in their timesheet, and they cannot remove them (but they do not necessarily need to allocate time against all the assigned project) |
Administrative Permissions
System Administrator | Able to do anything on the system, including access to all settings pages and able to edit timesheets, expenses, leave etc and run any report. |
Create/edit/delete any project | Access to the projects page, allowing them to make any changes to projects and project |
Create/edit/delete any client | Access to the clients page, allowing access to make any changes to any client |
Create/edit/delete any user | Access to the employees page, allowing access to make any changes to any employee, including altering their permissions (able to grant administrative permissions to other employees) |
Create/edit/delete any user, No Permissions | Same access as "Create/edit/delete any user", but not able to modify any permissions apart from the Self-Approval and Own Timesheet permissions |
Reset passwords for users | Access to the employees page, with only the ability to send out passwords or reset them. Please note a user with such permissions can reset the password of an administrator and log in with their credentials. |
Timesheet Manager | Access to the Timesheet Management page, with access to viewing any timesheet and editing timesheets. Also able to access all areas within Timesheet Management, such as sending out submission reminders and viewing unsubmitted timesheets, approving on behalf of other approvers. Additionally they can run any time and cost reports derived from timesheet data. |
Expense form manager | Access to the Expense Management page, with access to viewing any expense form and editing expense forms. Also able to access all areas with Expense Management, such as submitting expense forms on behalf of someone and marking expense forms as paid. |
Leave bookings manager | Access to the Leave Bookings page, with access to viewing any person's leave bookings, creating new leave bookings for a person, viewing the leave calendar and approving leave bookings |
Leave view full calendar | Access to view the leave calendar for all employees on the account |
Rates manager | Access to view the Rates Management page, and view/edit any rates for any employee. |