Permissions & Settings FAQs

Actions
Super User
Regular User as Project Lead
Regular User
Limited User
TEAM TAB
Access Yes (if allowed in Settings) N/A No No
Add Team Members Yes N/A No No
Edit All Team Members Yes N/A No No
Delete All Team Members Yes N/A No No
PROJECT TAB
Access Yes Yes Yes Yes
Add Project Yes No No No
Edit Project Yes Yes No No
Delete Project Yes No No No
Templates Yes No No No
 
MILESTONE
Access Yes Yes Yes Yes
Add Milestone Yes Yes No No
Update All Milestones Yes Yes No No
Delete All Milestones Yes Yes No No
 
TASK LIST
Access Yes Yes Yes Yes
Add Task Lists Yes Yes Yes Yes
Update All Task Lists Yes Yes Yes Yes
Delete All Task Lists Yes Yes No No
Add Tasks Yes Yes Yes Yes
Update All Tasks Yes Yes No No
Delete All Tasks Yes Yes No No
 
ISSUES
Access Yes Yes Yes Yes
Add Issues Yes Yes Yes Yes
Update All Issues Yes Yes Yes Yes
Delete All Issues Yes Yes Yes Yes
 
TIME SHEET
Access Yes Yes Yes No
Add Time Logs Yes Yes Yes No
Update All Time Logs Yes Yes Yes No
Delete All Time Logs Yes Yes Yes No
 
FILE
Access Yes Yes Yes Yes
Add File Yes Yes Yes Yes
Update All Files Yes Yes No No
Delete All Files Yes Yes No No
 
DOC
Access Yes Yes Yes Yes
Add Doc Yes Yes Yes Yes
Update All Docs Yes Yes Yes Yes
Delete All Docs Yes Yes No No
 
TEAM
Access Yes Yes No No
Assign/ Remove Users Yes Yes No No
Assign/ Remove Project Lead(PL) Yes Yes No No
 
MESSAGES
Access Yes Yes Yes Yes
Add Message Yes Yes Yes Yes
Update All Message Yes Yes No No
Delete All Message Yes Yes No No
 
REPORTS
Access Yes Yes Yes No
 
CREATE TEMPLATES
Access Yes No No No
 
CONTACT TAB
Access Yes N/A Yes No
Add Contacts Yes N/A Yes No
Update All Contacts Yes N/A Yes No
Delete All Contacts Yes N/A Yes No
Import/ Export All Contacts Yes N/A Yes No
CALENDAR TAB
Access Yes N/A Yes Yes
Add Event Yes N/A Yes No
Update All Events Yes N/A No No
Delete All Events Yes N/A No No
BLOG TAB
Access Yes N/A Yes No
Add Blog Yes N/A Yes No
Update All Blogs Yes N/A No No
Delete All Blogs Yes N/A No No
SEARCH TAB
Access Yes N/A Yes Yes
REPORTS TAB
Access Yes (if allowed in Settings) N/A Yes (if allowed in Settings) No
SETTINGS TAB
Access Yes (if allowed in Settings) N/A No No
General Settings Yes N/A No No
Categories Yes N/A No No
Account Information Yes (if allowed in Settings) N/A No No
Export/ Backup Yes (if allowed in Settings) N/A No No