Roles: settings, description of main elements

Each role in the “Admin Panel” → “Roles” tab has the same set of elements for fine-tuning the rights of employees within the company. Depending on the element, the number of options in the list and their composition may change:

• Projects: permissions include the ability to create, view, update, or delete projects. Additionally, there is a toggle to allow the change of status within the project.
• Tasks: permissions encompass the rights to create, view, update, or delete tasks. Similar to projects, there is a switch to allow the modification of task status.
• Checklist: users have permissions to create, view, update, or delete checklists within tasks. Options for selection include Access denied, Full access, Task Manager and Responsible
• Iterations: grant permissions to create, view, update, or delete iterations within a project.
• Payments: set permissions to create, view, update or delete payments.
• Expenses: issuing permissions to create, view, update or delete Expenses.
• Task rates: permissions to create, view, update or delete rates within a task.
• Workload: set permissions to create, view, update or delete working hours.
• Company expenses: issuing permissions to create, view, update or delete company expenses.
• Work schedule: permissions cover the creation, viewing, and updating of the work schedule in the calendar. An additional switch allows for schedule approval.
• Participants: permissions are set using “Allowed-Denied” toggles, providing the ability to create, view, update or delete employees.
• Clients: Allows the toggles to create, view, update or delete clients.
• Structure: issuing permissions to create, view, update or delete departments on the “Admin Panel” → “Department” tab. Pay attention! Access to the “Structure” tab (“Team” menu) is displayed in the “Participants” item.
• Positions: involve setting permissions using the “Allowed-Denied” switch for creating, viewing, updating, or deleting positions on the “Admin Panel” – “Position” tab. An additional switch is provided for the “Assign” function.
• Roles: Allow the toggles to create, view, update, or delete roles on the “Admin Panel” → “Roles” tab. There is an additional switch for the “Assign” function.
• Settings: permissions involve setting access to create, view, update, or delete additional items on the “Admin Panel” → “Settings” tab.
• Participant rates are managed through switches, determining viewing and updating permissions for workers’ rates.