Plans 💳 : Everyone
User Permissions 👥: Admins
User access levels define what information the different users on your account can access and edit. They are particularly important for when you want to keep your employees' hourly rates confidential.
When adding a new user, you'll be asked to assign them a user role. As an admin, you can also edit this after they have activated their account.
What the different user levels mean
1. Admin
Admins have full access to all Timely functionality, meaning they can:
Invite and delete users
Edit all users (including their hourly rates and the projects they can access)
Change global workspace settings
Access subscription information and the developer tab
Create, update and delete tags
Manage projects
Assign allowed or mandatory tags within a project
See project budget progress
Sees everybody's hours
Schedule and log other team members' hours
Access the Control feature to manage everyone's logged hours
Create tasks on behalf of other users on their team within the Project and People Task tabs
2. Manager
Managers enjoy similar functionality but don’t have all the privileges of an Admin, meaning they can do the following only for the projects they are a part of*:
See, edit or log hours for anyone who belongs to the projects they are a part of, including logged time, planned time, projects or tags
Create projects
See a projects budget in Dashboard features
See all user activities for the projects they are a part of
See and manage all projects they are a part of
See logged/planned hours/money in Status, Hours, Planning, and Report tabs in the Individual Project page for all users
Lock or mark hours as “billed” from the Timesheets tab in the Individual Project page
Generate a report for projects they are a part of and for users who are part of the same projects as them
Remove tags from projects they manage
Assign “allowed” or “mandatory” tags within a project
Create tasks on behalf of other users on their team within the Project and People Task tabs
If you’ve hidden hourly rates from a Manager, they:
Can update time budget values
Can create projects with a time budget
Cannot update a money budget value
Cannot create projects with a money budget
Cannot see nor update a user’s hourly rate
Crucially, they cannot invite or delete users regardless of whether or not they have hourly rates hidden.
Managers are also restricted from seeing report templates created by other Manager or Admin level users.
3. Employee
This is the most restricted user level, and is mainly used to hide hourly rates from employees.
They can:
See their hours (in Hours, Projects and Reports). They will not see their own hourly rate or logged money for projects if "hide rates" is selected for them
See the projects they are invited to
See tasks specifically assigned to them
They cannot:
Invite users
Edit or create company projects or clients
Edit details for any other user (e.g. the projects they have access to and hourly rates)
Create, manage or edit projects and tags
See project budget progress
Schedule other team member hours
Access the Settings page
4. Team Leads
Manager and Admin users assigned as Team Leads can access all permissions associated with their user role, which includes seeing the activity of all users in Timely.
Employee or Manager-level users assigned as Team Leads can:
Access data for their team on the People page
View all logged and planned hours for members of their team in Hours and Company view
Log and plan hours for team members that are assigned to the same projects
Report on their team's activities
Send reminders for their team to log hours
Employee-level users assigned as Team Leads cannot:
Create new projects
Log and plan hours for team members
View project status for projects they are not part of
See logged money for users with hidden rates
Invite new users to Timely
Manager-level users assigned as Team Leads cannot:
View project status for projects they are not part of
See logged money for users with hidden rates
Invite new users to Timely
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