Setting up Users

There will be workers in your company that will need more than just the ability to log timesheets for a single worker. These workers will need to have a user account and login using an email and password. Below is how to setup a user and their permissions. This includes your admin staff and foremen for your company.  

Setting up a new user

• Under the 'People' heading, select the 'People' tab. The page should open to the 'Users' page immediately, but if it does not, you can navigate there by clicking the 'Users' tab. 

• Click '+ Add'
  • Populate the user's details. The two parts of the name and the email address are required but the phone number is optional.
  • When the user's details are populated, click 'Create user'.

                                                                                                

• The user will be created, an invite email will be sent to the email address provided. This will contain a link which allows a password to be set. This way we also know that the email address is reachable and can be used in the future for password resets.
  • The email address you provide here is the email address the new user account will login with. You can change this email until they log in for the first time. After that, they must change it themselves.

• This user account cannot share an email address with another employee, including lower-permission workers. If you want to give a pre-existing worker higher permissions, follow the process below.

Granting Permissions and Giving access

User permission are rules that say what a user can and can't do in the system. There are three levels of permissions in the Platform: Company level, project level, and task level.

Company Level Permissions

Company level permission are given to users who need access to do something across the whole company. 

Permissions allocated to company administrator

A company administrator has access to everything, no further selection.

• • Under the 'People' heading, select the 'People' tab. The page should open to the 'Users' page immediately, but if it does not, you can navigate there by clicking the 'Users' tab. 

  

  

• Select the name of the user you want to grant permissions to.

    

• Allocate the user permission as company administrator.

                                               

A company level users control who can see specific features, reports, projects, and tasks. These permissions come in handy when you need to give someone the same access to everything in the company's projects and tasks.

Company permissions are broken down into the 5 headings below. Each of these open up giving very specific access as required, allowing you to customize a user's permissions with a high level of specificity.

Project and Task Level Permissions

The format for project and task permissions are very similar.

Project level permissions are given to users who only need access to a specific project.  For example, if someone needs to manage the timesheets for a particular project, they would only need permission to see the tasks and manage the timesheets within that project.

• Select 'Projects' at the top of your page & click the specific project.

• Within that specific project you selected, click 'People' on the left-hand taskbar.

                                                   

• When you enter the 'People' page, the 'Users' tab should be open immediately. If it is not, navigate to the 'Users' tab in the menu.

• Select '+ Add'.  

• Using the drop-down box in the menu that opens, you can select a user, then click 'Add' to give them project permissions for this project.

• Project permissions are broken down into the 4 headings below. Each of these open up giving very specific access as required, allowing you to customize a user's permissions with a high level of specificity.

  

Task level permissions are given to users who only need access to a specific task and its subtasks. For example, if someone only needs to see financial reports for a certain section of a project, they would only need report permissions for that specific task.

• Select 'Projects' at the top of your page & click the specific project.

• When you enter a project, the 'Tasks' page should open immediately. If it is not, you can navigate to the 'Tasks' page using the left-hand taskbar.

• Click on the task you want to allocate permissions for.

• When you enter a task, it should open immediately on the 'Financials' page. Navigate to the 'People' tab on the top taskbar.

• When you enter the 'People' page, the 'Users' tab should be open immediately. If it is not, navigate to the 'Users' tab in the menu.

• Select '+ Add'.  

• Using the drop-down box in the menu that opens, you can select a user, then click 'Add' to give them task permissions for this task.

• Task permissions are broken down into the 4 headings below. Each of these open up giving very specific access as required, allowing you to customize a user's permissions with a high level of specificity.

Different levels of permissions

Users can have a combination of these different types of permissions, depending on what they need access to. For example, a user can have company level permission to see all projects and tasks, project level permission to manage timesheets for a project, and a task level permission to manage budgets and quotes for a group of tasks. 

Each of the three types of permissions have their own management screen.

To access company level permissions, go to the users page in settings.

• Navigate to the person icon and select 'Settings'.

• On the taskbar on the left, click 'People'.

• Under the 'User' menu, you can click on any user and scroll to the bottom to access and edit their permissions.

To access Project level permissions, go to the users page in project settings.

• Select 'Projects' at the top of your page & click the specific project

• Within that specific project you selected, navigate to the 'People' tab, then access a specific user to change their permissions.

To access Task level permissions, go to the users page in tasks settings.

• Select Projects at the top of your page & click the specific project

• Within that specific project you selected, the 'Tasks' page should open immediately. If it does not, navigate to the 'Tasks' tab on the taskbar on the left, then select the task you want to change the permissions for.

• Within the task, navigate to the 'People' tab, then within the 'People' tab navigate to the 'Users' tab. Select the specific user you want to change the permissions for, then you can change the specific permissions for this task.