Permission settings

For improved security and data control, TeamBoard TimePlanner offers detailed permission configurations that strictly manage app access and functionality. This ensures that users only access necessary information, reducing the risk of data exposure.

App Permissions

Assigning specific permissions to individual users or Jira groups enhances data security by allowing access and modifications only to relevant data based on their roles. This minimizes exposure risks and controls user actions within the application. App Permissions are divided into 3 main groups:

App Admin
Viewer
Approver

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

Group	Roles	Description	Permission to view tab	Who should have this role
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 view timesheet and 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 view timesheet and 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 view timesheet, and 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.	Financial Manager, 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 permission 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 viewers should be granted view timesheet , and 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 permission 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 view timesheet , and view schedule permission	Users can access all tabs but except Timesheet Approval, Leave Approval, and Client tab.
Approver	Leave approvers	Users in this role have permission to: Approve or reject the leave requests raised by users	Users can access all tabs but except the Timesheet Approval, Client, and Cost tab.	HR department, team leaders.
Approver	Timesheet approvers	Users in this role have permission to: Approve or reject the timesheet submitted by users NOTE Timesheet approver should be granted view timesheet , and view schedule permission Further permissions can be granted in Team Permission	Users can access all tabs but except the Leave Approval, Client, and Cost tab.	Team leaders, Project Leaders, Project Managers