Page Comparison

Admin

App admins

Users in this role have full permission to access all data ( create/update/delete) and also change 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 admins

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 timesheets 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 admins

Users in this role have permission 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 admins

User in this role have permission 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 viewers

Users in this role have permission to:

• Create, update, and delete their work logs.

• Submit personal timesheets to the approver.

• Access personal logged hours data in Dashboard 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 viewers

Users in this role have permission 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 viewers

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/Cost viewers

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

Leave approvers

Users in this role have permissions permission 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 approvers

Users in this role have permissions permission 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