There are five different access levels available and each one has unique features designed to help your team stay on track.
Access rights can be set from the People page for those appearing on the Schedule or the Team Settings page for guests.
Here's a rundown of the available access types:
- Member: They have read-only access to one of the following: their schedule, all people, or a specific department. If the "Can edit their schedule" option is selected, they can also do the following: schedule time off, edit existing tasks they’ve been assigned, schedule new tasks for projects they’re a part of, connect their Outlook or Google Calendar.
- Project Manager: They can add people and projects as needed, but can only edit projects they've created or been assigned to as the project owner.
- Admin: They can do almost everything, including adding and assigning projects to Project Managers. They do not have access to critical account settings like billing, integrations, or the ability to close the account.
- Billing: They have the same power as Admins, but with additional access to manage account plans and billing details. You can only assign billing rights to a guest user.
- Account Owner: They have unrestricted access. By default, the Owner is the person who created the account, but ownership can be transferred from Account Settings.
Here's a short video on managing your team and permissions: