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2. Setup User Roles & Permissions

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titleStep 3: Define User Roles

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titleADMINs

  1. App Admin: Full access to all features and configurations within the app. By default, users who are in the jira-admin or org-admin group are automatically granted App Admin permission.

  2. Team Admin: Manages team-specific activities like team creation, resource planning, work logs, and team member configurations.

  3. Client Admin: Manages client portfolios and links clients to tasks.

  4. Billing / Cost Admin: Handles financial configurations, such as billing rates and cost management.

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titleapprovers

  1. Leave Approver: Have the authority to approve or reject leave requests submitted by team members.

  2. Timesheet Approver: Have permission to approve or reject timesheets submitted by team members.

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titleTeam members

Users assigned to viewer roles (e.g., Timesheet Viewer, Scheduler Viewer) can view or edit their own data but do not have permission to view or make changes to others.

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For more detailed information on granting specific permissions to users, please refer to the Permission Settings guide.

3. Initial Configuration & Settings

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