Roles & permissions

There are 4 user roles or permission levels within Projecturf, which include Admins, Managers, Staff and Clients.

Please note that we also have a detailed Infographic available that illustrates these roles and permissions. View the Projecturf infographic

Administrators (System/Global level)

Initially, there is one single admin in the app, which is the individual who created the account. The admin has complete control over the app, settings, and billing/plan details. The admin is the only person who can create new projects and manage existing ones. The admin can however also assign admin privileges to other contacts who have completed their registration and currently exist in the admin's Address Book.

There are 2 levels of Admin controls:

System Admin

A System Admin has complete control over the app, settings, and billing/plan details.

Project Admin

A Project Admin has access to create new projects and manage existing ones, as well as access the Address Book. A Project Admin cannot however access any billing/plan details.

Privacy setting

In global mode on the Projects section, every Admin can see all the data regardless of their project level settings. However, anything marked private in a project can only be viewed by those included on the item regardless of their role (Client, Staff Member, Project Manager, or Admin) - this applies to global and project sections.

Project Manager (Project Level)

At the project level, a manager has access to edit the Project Settings, as well as add/modify/delete any activity or item from not only themselves, but any other user on that project. You may have multiple project managers on a project without any limitations. Managers can also view all timecards for each individual on the project.

Staff Member & Clients (Project level)

At the project level, a staff member or client is a basic user account. They cannot modify or access project settings and can simply add/modify/delete only their own activities and items. Also, they can only view their own timecards.

Staff Members, Clients, and Project Managers can add additional contacts to a project using the project's Contact section. However, Staff Members can only add other Staff Members to a project and Clients can only add other Clients to a project.

Also, even though you may be an Admin, if you are not assigned to the project, you will only have access in View only mode.

Setting User / Section Permissions

System admins can set default permissions for new projects only from their Account page. Changing default permissions does not apply to existing projects. Permissions can be further modified at the project level from the Project Settings page.

Set Default Global Permissions (System Admins Only)

To set default user / section permissions for all new projects, go to Account - System Settings - Template and set the permissions for managers, staff, and clients. These permissions will be used for all new projects to save you time. To set the permissions, first choose a role from the permissions drop down menu. You can hide sections and grant read / write or view only access for any project sections. When finished setting a role, click the save button. Note this setting does not apply to existing projects and you can always further modify individual project permissions. The global permission templates are typically used when you have similar user permissions across your projects.

Setting User / Section Permissions (Project Level)

Detailed user permissions are set by Project Managers from the Project Settings page under Roles and Permissions - Sections. To set the permissions, first choose a default role. All users added to the project will be given the access that is granted here. You can hide sections and grant read / write or view only access for any section in the project. When finished setting the default roles, click on the Team tab above and add users to the project and assign a role to each user which will be based on the permissions granted when setting the Default Roles.