User roles: who can do what?

Replicate your company's structure by assigning your colleagues different roles and permissions.

🌟 Team access level management is included in the STARTER Plan and up

In Timeneye, you can set up different levels of permission and roles for your team members.

Permissions in Timeneye: a Recap

Permission level VS Role: what's the difference?

The permission level is the hierarchy of users in the whole workspace.

The role is assigned to a specific user for a specific project or group.

Permission levels in Timeneye:

• Owner

• Admin

• Member

Roles in Timeneye:

• Project Manager (PM)

• Group Manager (GM)

• Managers

Owner

The Owner is the top level of permission in a Timeneye workspace. They have access to basically all the functions and views available, including managing the payment and subscription and deleting the whole workspace, plus:

• managing the team (adding, archiving, and editing team members roles);

• managing projects (creating, editing, archiving projects);

• managing account integrations (link, edit, unlink);

• accessing the Import feature;

• managing workspace settings;

• running reports;

• creating and editing monetary budgets;

• viewing all monetary budgets;

• viewing and managing costs.

Admin

Admin: the admin has all the owner functions except managing the payment and subscription and deleting the workspace. In the projects with Monetary budgets, Admins can see revenue-related monetary budgets for every project. They can’t see cost-related budgets.

Member

Member: basically, can track time and edit his/her personal settings and user integration.
Users can also be given roles for specific projects or groups. In projects with budgets, members can see the progression of the budget (% of completion).

Direct manager

The Direct manager is a specific role that allows a user (regardless of their role) to approve time and expenses for the user they manage. For more information about the Manager role, please refer to this guide)

How to change a user's level of permission

Owners and Admins can edit the users' permissions level.

From the Team section, click directly on the user's name you want to edit. In the field "Workspace access level," you can set up the permission you want to give the user.

How to set a user's hourly rate and cost

From the same view, you can also decide to assign an hourly rate and an hourly cost to your user.

This will help you calculate the profitability of your projects.

Group Managers

Group Managers (GMs) have the ability to create projects, perform management functions, and generate reports, but these actions are limited to the members of the groups they manage. 

When a GM initiates a new project, the project team is automatically comprised of the individuals within their group, and the GM is designated as the Project Manager (PM) for that project. GMs can view revenue-related budgets; however, they do not have access to cost-related budgets.

Additionally, GMs can review and approve timesheets and expenses submitted by the members of their group.

You can assign one or more group managers for the group by clicking on the "Group" button located in the top right corner of the Team page. This will open a dialog box. If you have already created some groups, hover over the name of the group (not the team member) and you will notice a small pencil icon. Click on it to access the Members tab, where you can check the box next to the team member you would like to appoint as the Group manager.

👉 To learn how to create Groups in your workspace, please read this article. 

Project Managers

Project Managers (PMs) can perform management functions and generate reports, but only for the team members associated with the inactive projects they oversee. PMs do not have the ability to create new projects; they only have visibility into projects they manage. If they wish to add or remove team members from one of their projects, they must contact an Admin for assistance.

PMs can view revenue-related budgets for the projects they manage, but they do not have access to cost-related budgets.

Additionally, PMs can be responsible for reviewing and approving timesheets and expenses submitted by the members of their projects.

To assign a project manager (PM) to a project, first click on the team member's name in the Team list. Then, navigate to the Projects tab and check the box next to the project you want this person to manage.

Alternatively, you can assign a PM from the project detail page. To do this, go to the Team tab and click on the "Edit Team" button.

From there, you can check the box next to the person you want to designate as the PM for that specific project.