Page Comparison

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App admin: For enhanced security and data control, TeamBoard TimePlanner provides a comprehensive permission configuration. Specific rights that granted to users to strictly control the app access and limit the use of app functionalities. Importantly, ensuring only the information needed is accessible, minimizing the risk of exposure.

App permission: Granting specific permissions to individual users or Jira groups will empower data security by ensuring they can only access and modify data relevant to their roles, minimizing the risk of exposure, and controlling what actions they can take within the application.

App Permissions are divided into 3 main groups:

App Admin
Viewer
Approver

Info
To have a better app experience, please carefully set up access permissions that align with the roles of each company member. Granting proper access permission will ensure data security and optimize the work efficiency of each member.

Team permission:

Manage work log
Manage schedule
Manage team

Group	Roles	Description	Permission to view tab	Who should have this role
Admin	App admin	Users in this role have full permission to access all data ( create/update/delete) and also change

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Billing/Cost Admin: Users in this group have permission to plan cost, see cost report and update cost related data

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configurations in TeamBoard TimePlanner.

Default

jira-admin
org-admin

Users can access all tabs and view all user's data.

Organization admin and Jira admin who want to manage TeamBoard TimePlanner for their company

Team admin

Users in this role have permission to:

Create/delete teams, add/remove members in a team, set team leader, manage team permission and browse team.
Manage resource planning in teams ( Create/Update/Delete Task)
Manage work log of other members ( logging time for other members and submitting timesheet on their behalf)
Access team data or individual data who are in teams
Manage team profiles
Manage Team Permission

NOTE:

Team admin should be granted
Status
colour Red
title view timesheet
and
Status
colour Red
title view schedule
permission

Users can access all tabs and view Team members data but except Timesheet Approval, Leave Approval, Client and Cost tab.

HR managers, Team Managers, Team Leaders to want to manage teams within their organization

Client admin

User in this role have permissions to:

Create and manage client portfolios
Select clients relating to a task when doing resource planning

NOTE:

Client admin should be granted
Status
colour Red
title view timesheet
and
Status
colour Red
title view schedule
permission
Further permissions can be granted in Team Permission

User can access all tabs but except Timesheet approval, Leave Approval, and Cost tab

Business Analyst managers,Product Owners, Product Managers.

Billing/Cost admin

User in this role have permissions to:

Manage Rate & Cost configuration
Create a billable task when doing resource planning
Access scheduled cost and actual cost data in Cost report

NOTE:

Billing/Cost admin should be granted
Status
colour Red
title view timesheet
, and
Status
colour Red
title view schedule
permission
Further permissions can be granted in Team Permission

User can access all tabs but except Timesheet approval, Leave Approval, and Client tab.

Chief Financial Officer, Product Managers

Viewer

Timesheet viewer

Users in this role have permissions to:

Create, update, and delete their personal work logs.
Submit personal timesheets to approver.
Access personal logged hours data in Dash board and Report.

NOTE:

Further permissions can be granted in Team Permission

Default

jira-users

User can access all tabs but except Timesheet approval, Leave Approval, and Cost tab.

All users who using TeamBoard TimePlanner to manage work logs.

Scheduler viewer

Users in this role have permissions to:

Create, update, and delete their personal planning.
Create personal events in TeamBoard.
Access personal scheduled hours data in Dash board and Report.

NOTE:

Further permissions can be granted in Team Permission

Default

jira-users

Can view all tabs but except Timesheet Approval, Leave approval, Client and Cost tab

All users who using TeamBoard TimePlanner to manage tasks.

Client viewer

Users in this role have permissions to:

View Client's portfolios but can not edit any information.
View client names relating to a task when open task planning detail

NOTE

Client viewer should be granted
Status
colour Red
title view timesheet
, and
Status
colour Red
title view schedule
permission

User can access all tabs but except Timesheet approval, Leave Approval, and Cost tab.

Billing viewer

Users in this role have permissions to:

View the Rate type and Rate in planning detail but they can not edit any information
View scheduled cost and actual cost data in Cost report

NOTE

Billing viewer should be granted
Status
colour Red
title view timesheet
, and
Status
colour Red
title view schedule
permission

User can access all tabs but except Timesheet approval, Leave Approval, and Client tab.

Approver

Vacation approver

Users in this role have permissions to:

Approve or reject the leave requests that raised by users

User can access all tabs but except Timesheet Approval, Client, and Cost tab.

HR department, team leaders.

Timesheet approver

Users in this role have permissions to:

Approve or reject the timesheet that submitted by users

NOTE

Timesheet approver should be granted
Status
colour Red
title view timesheet
, and
Status
colour Red
title view schedule
permission
Further permissions can be granted in Team Permission

User can access all tabs but except Leave Approval, Client, and Cost tab.

Team leaders, Project Leaders, Project Managers

Versions Compared

Old Version 1

New Version 2

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